ZWJ Investment Counsel’s Urban Edge Properties UE Stock Holding History

ZWJ Investment Counsel’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 Q3	$233K	Hold	11,934	–	–	0.01%	258
2026 Q2	$273K	Hold	11,934	–	–	0.01%	232
2026 Q1	$238K	Sell	11,934 -1,107	-8%	-$22.3K	0.01%	209
2025 Q4	$250K	Buy	13,041 +941	+8%	+$18.3K	0.01%	194
2025 Q3	$248K	Buy	12,100 +935	+8%	+$18.6K	0.01%	203
2025 Q2	$208K	Buy	+11,165	New	+$204K	0.01%	231
2024 Q4	–	Sell	-10,276	Closed	-$220K	–	247
2024 Q3	$220K	Buy	+10,276	New	+$207K	0.01%	210

Other funds holding UE

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ZWJ Investment Counsel's UE Position: Q3 2026 in Review

ZWJ Investment Counsel held its Urban Edge Properties (UE) position steady in Q3 2026 at 11,934 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #258.

ZWJ Investment Counsel first reported a position in UE in Q3 2024 and has held it in 7 quarters since. The position peaked at $273K in Q2 2026. 20 funds tracked by Wall St. Rank hold UE as of Q3 2026.

ZWJ Investment Counsel held 11,934 shares of Urban Edge Properties worth $233K as of Q3 2026.
ZWJ Investment Counsel left its Urban Edge Properties share count unchanged in Q3 2026.
Urban Edge Properties made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #258 holding.
ZWJ Investment Counsel first reported a position in Urban Edge Properties in Q3 2024 and has held it in 7 quarters since.
ZWJ Investment Counsel's Urban Edge Properties position peaked at $273K in Q2 2026.
20 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.