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West Branch Capital’s Urban Edge Properties UE Stock Holding History

West Branch Capital’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
2026
Q1 		– Sell
-47
Closed -$902 – 428
2025
Q4 		$902 Hold
47
– – ﹤0.01% 357
2025
Q3 		$963 Hold
47
– – ﹤0.01% 380
2025
Q2 		$878 Hold
47
– – ﹤0.01% 401
2025
Q1 		$893 Hold
47
– – ﹤0.01% 420
2024
Q4 		$1.01K Hold
47
– – ﹤0.01% 400
2024
Q3 		$1.01K Hold
47
– – ﹤0.01% 388
2024
Q2 		$869 Sell
47
-817
-95% -$14K ﹤0.01% 394
2024
Q1 		$14.9K Hold
864
– – 0.01% 247
2023
Q4 		$15.8K Hold
864
– – 0.01% 246
2023
Q3 		$13.2K Hold
864
– – 0.01% 257
2023
Q2 		$13.3K Hold
864
– – 0.01% 260
2023
Q1 		$13K Hold
864
– – 0.01% 268
2022
Q4 		$12.2K Hold
864
– – 0.01% 268
2022
Q3 		$12K Hold
864
– – 0.01% 267
2022
Q2 		$13K Hold
864
– – 0.01% 257
2022
Q1 		$17K Hold
864
– – 0.01% 259
2021
Q4 		$16K Hold
864
– – 0.01% 285
2021
Q3 		$16K Hold
864
– – 0.01% 266
2021
Q2 		$17K Buy
+864
New +$16.3K 0.01% 268

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Branch Capital's UE Position: Q1 2026 in Review

West Branch Capital sold out of Urban Edge Properties (UE) in Q1 2026, closing a stake of 47 shares — an estimated $902 sold.

West Branch Capital first reported a position in UE in Q2 2021 and held it in 19 quarters. The position peaked at $17K in Q1 2022. 248 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • West Branch Capital reported no remaining Urban Edge Properties position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 47 Urban Edge Properties shares in Q1 2026, an estimated $902.
  • West Branch Capital first reported a position in Urban Edge Properties in Q2 2021 and held it in 19 quarters.
  • West Branch Capital's Urban Edge Properties position peaked at $17K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.