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Urban Edge Properties

194 hedge funds and large institutions have $2.1B invested in Urban Edge Properties in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $1.79B → $2.1B (+$310M)

4% more funds holding

Funds holding: 186194 (+8)

1.06% more ownership

Funds ownership: 93.46%94.52% (+1.1%)

23% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 77

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $259K

Holders
194
Holders Change
+8
Holders Change %
+4.3%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
77
Closed
15
Calls
Puts
$259K
Net Calls
-$259K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$317M +$2.85M +151,413 +0.9%
BlackRock
2
BlackRock
New York
$298M -$10.3M -544,584 -3%
RC
3
Resolution Capital
Australia
$231M +$3.6M +190,882 +2%
Invesco
4
Invesco
Georgia
$126M -$21.3M -1,131,020 -15%
State Street
5
State Street
Massachusetts
$105M -$470K -24,930 -0.4%
AAMU
6
APG Asset Management US
New York
$73.4M -$7.41M -393,000 -9%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$72.5M -$6.12M -324,454 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$55.5M +$4.01M +212,782 +8%
LIMS
9
Lasalle Investment Management Securities
Maryland
$49.2M -$2.73M -144,892 -5%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$48.5M -$2.95M -156,410 -6%
Northern Trust
11
Northern Trust
Illinois
$44.4M +$4.28M +227,028 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.4M +$1.35M +71,749 +3%
WHG
13
Westwood Holdings Group
Texas
$38.6M +$38.1M +2,020,499 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$35.5M -$436K -23,101 -1%
Prudential Financial
15
Prudential Financial
New Jersey
$33.2M +$4.81M +254,935 +17%
Charles Schwab
16
Charles Schwab
California
$31.2M +$792 +42 +0%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$28.8M +$14.2M +755,000 +100%
American Century Companies
18
American Century Companies
Missouri
$26.9M +$10M +530,373 +60%
SEI Investments
19
SEI Investments
Pennsylvania
$24.8M +$357K +18,929 +1%
Norges Bank
20
Norges Bank
Norway
$23.7M -$1.89M -100,001 -7%
Morgan Stanley
21
Morgan Stanley
New York
$23.3M +$21.6M +1,144,735 +1,542%
JP Morgan Chase
22
JP Morgan Chase
New York
$22.2M -$5.23M -277,291 -19%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$19M +$18.8M +995,406 New
Millennium Management
24
Millennium Management
New York
$16.6M +$5.86M +311,070 +56%
N
25
Nuveen
North Carolina
$15.7M -$3.49M -184,857 -18%

UE Hedge Fund Activity: Q2 2021 in Review

194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2021, worth a combined $2.1B — up 17% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UE positions and 15 closed out — a net gain of 9 holders — while 59 added to existing stakes and 77 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $38.1M. The largest seller was Invesco, cutting an estimated $21.3M.

  • 194 institutional investors held Urban Edge Properties (UE) as of Q2 2021, up from 186 in Q1 2021.
  • Funds reported $2.1B of Urban Edge Properties stock for Q2 2021, up 17% quarter-over-quarter.
  • 24 funds opened new Urban Edge Properties positions in Q2 2021 and 15 closed out, a net change of +9 holders.
  • The largest Urban Edge Properties buyer in Q2 2021 was Westwood Holdings Group, an estimated $38.1M added.
  • The largest Urban Edge Properties seller in Q2 2021 was Invesco, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2021.