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Urban Edge Properties

234 hedge funds and large institutions have $2.33B invested in Urban Edge Properties in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

0.58% less ownership

Funds ownership: 97.04%96.47% (-0.58%)

5% less funds holding

Funds holding: 246234 (-12)

7% less capital invested

Capital invested by funds: $2.5B → $2.33B (-$169M)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
86
Reduced
76
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Bare Financial Services
Pennsylvania
$4.34K -$1.78K -92 -29%
ME
202
McIlrath & Eck
Washington
$4.24K
EP
203
Essential Partners
California
$3.86K -$2.08K -107 -35%
Osaic Holdings
204
Osaic Holdings
Arizona
$3.73K -$1.26K -65 -25%
AF
205
Allworth Financial
California
$3.34K +$699 +36 +26%
AssetMark Inc
206
AssetMark Inc
California
$2.44K +$175 +9 +8%
BWA
207
Basecamp Wealth Advisors
Washington
$2.25K +$2.27K +117 New
AGWCA
208
Annis Gardner Whiting Capital Advisors
Florida
$1.77K
QC
209
Quent Capital
New York
$1.63K
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.53K
CPG
211
Cornerstone Planning Group
New Jersey
$1.07K +$1.01K +52 +1,040%
ZBNA
212
Zions Bancorporation, National Association
Utah
$979 +$990 +51 New
SGK
213
Steigerwald Gordon & Koch
Virginia
$940
WBC
214
West Branch Capital
Massachusetts
$902
Jones Financial Companies
215
Jones Financial Companies
Missouri
$768 -$970 -50 -56%
CTB
216
Country Trust Bank
Illinois
$672
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$595 -$48.5K -2,499 -99%
LFG
218
Larson Financial Group
Missouri
$576
AFG
219
Albion Financial Group
Utah
$480
IAIM
220
International Assets Investment Management
Florida
$441 +$446 +23 New
TFA
221
Transamerica Financial Advisors
Florida
$403 +$407 +21 New
BWAM
222
Boyd Watterson Asset Management
Ohio
$384
TWD
223
True Wealth Design
Ohio
$384 +$97 +5 +33%
AW
224
Ankerstar Wealth
Texas
$345 +$349 +18 New
RFP
225
Root Financial Partners
California
$249