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Urban Edge Properties

182 hedge funds and large institutions have $1.78B invested in Urban Edge Properties in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $21K | Put options by funds: $8K

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $1.61B → $1.78B (+$174M)

2.13% more ownership

Funds ownership: 98.41%100.54% (+2.1%)

1% more funds holding

Funds holding: 181182 (+1)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
69
Reduced
61
Closed
17
Calls
$21K
Puts
$8K
Net Calls
+$13K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$36K +$29.5K +1,959 +455%
LC
152
Lindbrook Capital
California
$35.9K
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$32.4K
S
154
SignatureFD
Georgia
$20.6K
ASBI
155
American State Bank (Iowa)
Iowa
$19.6K
BAM
156
Belpointe Asset Management
Nevada
$17.8K +$13.4K +890 +307%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$15.5K +$3.3K +219 +27%
WBC
158
West Branch Capital
Massachusetts
$13K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$12K +$3.58K +238 +43%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$6.79K +$4.7K +312 +224%
TWA
161
TCI Wealth Advisors
Arizona
$6.42K
CAL
162
Capital Analysts LLC
Pennsylvania
$6K
PFBT
163
Parkside Financial Bank & Trust
Missouri
$5.26K +$5.25K +349 New
TIM
164
Tortoise Investment Management
New York
$5.12K
IA
165
IFP Advisors
Florida
$3.1K -$1.81K -120 -46%
AAS
166
Ameritas Advisory Services
Nebraska
$1.79K +$1.79K +119 New
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76K +$1.76K +117 New
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$1.35K
IAIM
169
International Assets Investment Management
Florida
$1.11K +$1.11K +74 New
Bessemer Group
170
Bessemer Group
New Jersey
$1K
GRP
171
Global Retirement Partners
California
$999 -$135 -9 -11%
EWA
172
EverSource Wealth Advisors
Alabama
$587
WT
173
Whittier Trust
California
$466
FFA
174
Farther Finance Advisors
California
$422
Creative Planning
175
Creative Planning
Kansas
$422 +$421 +28 New

UE Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2023, worth a combined $1.78B — up 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UE positions and 17 closed out — a net gain of 2 holders — while 69 added to existing stakes and 61 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $23.8M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $22.9M sold.

  • 182 institutional investors held Urban Edge Properties (UE) as of Q1 2023, up from 181 in Q4 2022.
  • Funds reported $1.78B of Urban Edge Properties stock for Q1 2023, up 11% quarter-over-quarter.
  • 19 funds opened new Urban Edge Properties positions in Q1 2023 and 17 closed out, a net change of +2 holders.
  • The largest Urban Edge Properties buyer in Q1 2023 was Citadel Advisors, an estimated $23.8M added.
  • The largest Urban Edge Properties seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.