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Urban Edge Properties

236 hedge funds and large institutions have $2.58B invested in Urban Edge Properties in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

150% more call options, than puts

Call options by funds: $15K | Put options by funds: $6K

3% more capital invested

Capital invested by funds: $2.51B → $2.58B (+$68M)

0.69% less ownership

Funds ownership: 96.67%95.98% (-0.69%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 241236 (-5)

Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
123
Reduced
48
Closed
29
Calls
$15K
Puts
$6K
Net Calls
+$9K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$8.92K +$9.03K +406 +4,511%
CAL
202
Capital Analysts LLC
Pennsylvania
$8K
A
203
AlphaQuest
New York
$7.85K -$96.7K -4,345 -92%
RIL
204
Rothschild Investment LLC
Illinois
$7.53K +$1K +45 +15%
TIM
205
Tortoise Investment Management
New York
$7.31K
UB
206
UMB Bank
Missouri
$5.72K
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.72K +$44 +2 +0.7%
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$5K
ME
209
McIlrath & Eck
Washington
$4.75K
LFA
210
LGT Financial Advisors
Texas
$3.57K
AF
211
Allworth Financial
California
$3.39K -$311 -14 -8%
IA
212
IFP Advisors
Florida
$3.05K
C
213
Covestor
United Kingdom
$3K +$1.51K +68 +131%
PS
214
Principal Securities
Iowa
$2.95K
OLVIG
215
Oliver Lagore Vanvalin Investment Group
Michigan
$2.52K
AGWCA
216
Annis Gardner Whiting Capital Advisors
Florida
$1.98K
GRP
217
Global Retirement Partners
California
$1.91K
QC
218
Quent Capital
New York
$1.83K +$1.89K +85 New
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.72K -$222 -10 -11%
EWA
220
EverSource Wealth Advisors
Alabama
$1.64K +$957 +43 +130%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$1.61K -$213K -9,560 -99%
CPG
222
Cornerstone Planning Group
New Jersey
$1.19K
RTC
223
Riverview Trust Company
Washington
$1.03K
WBC
224
West Branch Capital
Massachusetts
$1.01K
AFG
225
Albion Financial Group
Utah
$538 +$556 +25 New

UE Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2024, worth a combined $2.58B — up 2.7% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UE and 27 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 123 added.

The largest buyer was BlackRock, adding an estimated $37.8M. The largest seller was Wellington Management Group, exiting entirely with an estimated $34.2M sold.

  • 236 institutional investors held Urban Edge Properties (UE) as of Q4 2024, down from 241 in Q3 2024.
  • Funds reported $2.58B of Urban Edge Properties stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 27 funds opened new Urban Edge Properties positions in Q4 2024 and 29 closed out, a net change of -2 holders.
  • The largest Urban Edge Properties buyer in Q4 2024 was BlackRock, an estimated $37.8M added.
  • The largest Urban Edge Properties seller in Q4 2024 was Wellington Management Group, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2024.