WANY
UE icon

Wealthspire Advisors (New York)’s Urban Edge Properties UE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-927
Closed -$19K – 2778
2025
Q3 		$19K Buy
+927
New +$18.5K ﹤0.01% 1711
2023
Q3 		– Sell
-20,100
Closed -$310K – 619
2023
Q2 		$310K Sell
20,100
-2
-0% -$29 0.01% 454
2023
Q1 		$303K Sell
20,102
-1,574
-7% -$23.7K 0.01% 438
2022
Q4 		$305K Buy
+21,676
New +$311K 0.01% 455
2020
Q2 		– Sell
-15,204
Closed -$134K – 513
2020
Q1 		$134K Buy
+15,204
New +$250K 0.01% 516

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s UE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Urban Edge Properties (UE) in Q4 2025, closing a stake of 927 shares — an estimated $19K sold.

Wealthspire Advisors (New York) first reported a position in UE in Q1 2020 and held it in 5 quarters. The position peaked at $310K in Q2 2023. 234 funds tracked by Wall St. Rank hold UE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Urban Edge Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 927 Urban Edge Properties shares in Q4 2025, an estimated $19K.
  • Wealthspire Advisors (New York) first reported a position in Urban Edge Properties in Q1 2020 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s Urban Edge Properties position peaked at $310K in Q2 2023.
  • 234 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.