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Urban Edge Properties

194 hedge funds and large institutions have $2.09B invested in Urban Edge Properties in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $2.03B → $2.09B (+$56.4M)

1% more funds holding

Funds holding: 193194 (+1)

0.73% less ownership

Funds ownership: 94.97%94.25% (-0.73%)

Holders
194
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
72
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$321M +$1.26M +68,981 +0.4%
BlackRock
2
BlackRock
New York
$301M +$13.2M +722,258 +5%
RC
3
Resolution Capital
Australia
$200M -$25.5M -1,391,298 -12%
Invesco
4
Invesco
Georgia
$151M -$3.15M -172,179 -2%
State Street
5
State Street
Massachusetts
$112M +$5.96M +325,489 +6%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$77.6M +$4.53M +247,069 +6%
LIMS
7
Lasalle Investment Management Securities
Maryland
$69.6M -$2.81M -153,187 -4%
AAMU
8
APG Asset Management US
New York
$69.5M -$1.06M -58,000 -2%
WHG
9
Westwood Holdings Group
Texas
$65.7M +$21.2M +1,156,107 +50%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$58.9M -$3.74M -204,221 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.5M -$1.52M -82,962 -3%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$43.5M +$2.86M +155,873 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$43.3M -$375K -20,455 -0.9%
Northern Trust
14
Northern Trust
Illinois
$39.5M -$448K -24,441 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$34.8M -$540K -29,495 -2%
Charles Schwab
16
Charles Schwab
California
$31.1M +$664K +36,240 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$27.3M +$26.4M +1,439,178 +1,499,144%
Morgan Stanley
18
Morgan Stanley
New York
$24.3M -$130K -7,109 -0.6%
Norges Bank
19
Norges Bank
Norway
$20.9M -$731K -39,918 -4%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$20.7M -$3.6M -196,246 -15%
SEI Investments
21
SEI Investments
Pennsylvania
$20.5M -$3.42M -186,735 -15%
N
22
Nuveen
North Carolina
$16.7M -$6.34M -346,031 -28%
JP Morgan Chase
23
JP Morgan Chase
New York
$16M -$603K -32,898 -4%
Legal & General Group
24
Legal & General Group
United Kingdom
$15.4M -$214K -11,706 -1%
AQR Capital Management
25
AQR Capital Management
Connecticut
$11.8M +$1.28M +70,092 +13%

UE Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2021, worth a combined $2.09B — up 2.8% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UE positions and 20 closed out — a net gain of 3 holders — while 72 added to existing stakes and 63 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.4M. The largest seller was Resolution Capital, cutting an estimated $25.5M.

  • 194 institutional investors held Urban Edge Properties (UE) as of Q4 2021, up from 193 in Q3 2021.
  • Funds reported $2.09B of Urban Edge Properties stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 23 funds opened new Urban Edge Properties positions in Q4 2021 and 20 closed out, a net change of +3 holders.
  • The largest Urban Edge Properties buyer in Q4 2021 was Fidelity Investments, an estimated $26.4M added.
  • The largest Urban Edge Properties seller in Q4 2021 was Resolution Capital, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2021.