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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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.