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Westwood Holdings Group’s Urban Edge Properties UE Stock Holding History

Westwood Holdings Group’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
Q2 		$69.2M Sell
3,024,783
-520,226
-15% -$11.5M 0.52% 52
2026
Q1 		$70.8M Sell
3,545,009
-268,872
-7% -$5.41M 0.52% 55
2025
Q4 		$73.2M Buy
3,813,881
+135,861
+4% +$2.64M 0.6% 40
2025
Q3 		$75.3M Sell
3,678,020
-265,384
-7% -$5.29M 0.54% 60
2025
Q2 		$73.6M Sell
3,943,404
-1,906
-0% -$34.8K 0.53% 69
2025
Q1 		$75M Buy
3,945,310
+1,031,587
+35% +$20.6M 0.57% 65
2024
Q4 		$62.6M Sell
2,913,723
-156,425
-5% -$3.48M 0.48% 75
2024
Q3 		$65.7M Sell
3,070,148
-1,254,480
-29% -$25.2M 0.28% 117
2024
Q2 		$79.9M Sell
4,324,628
-247,426
-5% -$4.25M 0.37% 79
2024
Q1 		$79M Buy
4,572,054
+516,317
+13% +$8.93M 0.62% 54
2023
Q4 		$74.2M Sell
4,055,737
-398,966
-9% -$6.57M 0.63% 54
2023
Q3 		$68M Sell
4,454,703
-469,957
-10% -$7.69M 0.63% 58
2023
Q2 		$76M Buy
4,924,660
+61,127
+1% +$881K 0.68% 45
2023
Q1 		$73.2M Buy
4,863,533
+118,928
+3% +$1.79M 0.66% 51
2022
Q4 		$66.9M Buy
4,744,605
+291,101
+7% +$4.18M 0.59% 64
2022
Q3 		$59.4M Buy
4,453,504
+625,178
+16% +$9.74M 0.7% 55
2022
Q2 		$58.2M Buy
3,828,326
+458,723
+14% +$8.2M 0.64% 55
2022
Q1 		$64.4M Sell
3,369,603
-87,032
-3% -$1.61M 0.59% 67
2021
Q4 		$65.7M Buy
3,456,635
+1,156,107
+50% +$21.2M 0.59% 78
2021
Q3 		$42.1M Buy
2,300,528
+280,029
+14% +$5.22M 0.46% 88
2021
Q2 		$38.6M Buy
+2,020,499
New +$38.1M 0.39% 93
2020
Q1 		– Sell
-13,328
Closed -$256K – 512
2019
Q4 		$256K Sell
13,328
-1,302
-9% -$26.3K ﹤0.01% 427
2019
Q3 		$290K Hold
14,630
– – ﹤0.01% 398
2019
Q2 		$254K Buy
+14,630
New +$266K ﹤0.01% 434

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Westwood Holdings Group's UE Position: Q2 2026 in Review

Westwood Holdings Group reduced its Urban Edge Properties (UE) stake by 15% in Q2 2026, selling an estimated $11.5M and leaving 3,024,783 shares worth $69.2M. The position accounts for 0.52% of the portfolio, ranked #52.

Westwood Holdings Group first reported a position in UE in Q2 2019 and has held it in 24 quarters since. The position peaked at $79.9M in Q2 2024. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Westwood Holdings Group held 3,024,783 shares of Urban Edge Properties worth $69.2M as of Q2 2026.
  • Westwood Holdings Group sold 520,226 Urban Edge Properties shares in Q2 2026, an estimated $11.5M.
  • Urban Edge Properties made up 0.52% of Westwood Holdings Group's portfolio in Q2 2026, its #52 holding.
  • Westwood Holdings Group first reported a position in Urban Edge Properties in Q2 2019 and has held it in 24 quarters since.
  • Westwood Holdings Group's Urban Edge Properties position peaked at $79.9M in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.