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Urban Edge Properties

191 hedge funds and large institutions have $2.2B invested in Urban Edge Properties in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.09B → $2.2B (+$113M)

4.04% more ownership

Funds ownership: 94.25%98.29% (+4%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

7% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 70

2% less funds holding

Funds holding: 194191 (-3)

Holders
191
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
65
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$391M +$85.2M +4,602,331 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$22.3M +1,204,987 +7%
RC
3
Resolution Capital
Australia
$192M -$8.99M -485,253 -5%
State Street
4
State Street
Massachusetts
$134M +$19.9M +1,074,039 +18%
Invesco
5
Invesco
Georgia
$91.3M -$58.7M -3,167,815 -40%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$80.5M +$2.45M +132,069 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$72.9M +$44M +2,375,643 +165%
LIMS
8
Lasalle Investment Management Securities
Maryland
$67.9M -$1.96M -105,993 -3%
AAMU
9
APG Asset Management US
New York
$67.6M -$2.17M -117,152 -3%
WHG
10
Westwood Holdings Group
Texas
$64.4M -$1.61M -87,032 -3%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$54.1M -$4.91M -264,891 -9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$50.2M -$3.45M -186,142 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$44M +$438K +23,654 +1%
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$38M -$5.52M -297,952 -13%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$33.8M -$1.1M -59,393 -3%
Northern Trust
16
Northern Trust
Illinois
$32.7M -$6.81M -367,479 -18%
Charles Schwab
17
Charles Schwab
California
$32.3M +$1.03M +55,638 +3%
Morgan Stanley
18
Morgan Stanley
New York
$28.6M +$4.04M +218,372 +17%
Norges Bank
19
Norges Bank
Norway
$21M
SEI Investments
20
SEI Investments
Pennsylvania
$20.3M -$305K -16,484 -2%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$20M -$751K -40,559 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$18M +$2.45M +132,051 +16%
HRES
23
Heitman Real Estate Securities
Illinois
$17.7M +$17.2M +927,980 New
Principal Financial Group
24
Principal Financial Group
Iowa
$15.7M +$5.7M +307,764 +60%
AQR Capital Management
25
AQR Capital Management
Connecticut
$11.8M -$100K -5,423 -0.9%

UE Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2022, worth a combined $2.2B — up 5.4% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UE and 29 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 65 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Invesco, cutting an estimated $58.7M.

  • 191 institutional investors held Urban Edge Properties (UE) as of Q1 2022, down from 194 in Q4 2021.
  • Funds reported $2.2B of Urban Edge Properties stock for Q1 2022, up 5.4% quarter-over-quarter.
  • 29 funds opened new Urban Edge Properties positions in Q1 2022 and 30 closed out, a net change of -1 holder.
  • The largest Urban Edge Properties buyer in Q1 2022 was BlackRock, an estimated $85.2M added.
  • The largest Urban Edge Properties seller in Q1 2022 was Invesco, an estimated $58.7M sold.

Based on aggregated 13F filings for Q1 2022.