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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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