Wipfli Financial Advisors’s Urban Edge Properties UE Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$76K	Buy	+5,673	New	+$88.4K	0.01%	869

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Wipfli Financial Advisors's UE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Urban Edge Properties (UE) in Q3 2022: 5,673 shares worth $76K. The stake represents 0.01% of the portfolio and ranks #869 among its holdings.

181 funds tracked by Wall St. Rank hold UE as of Q3 2022.

Wipfli Financial Advisors held 5,673 shares of Urban Edge Properties worth $76K as of Q3 2022.
Urban Edge Properties was a new Wipfli Financial Advisors position in Q3 2022.
Urban Edge Properties made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #869 holding.
181 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.