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Urban Edge Properties

182 hedge funds and large institutions have $1.78B invested in Urban Edge Properties in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $21K | Put options by funds: $8K

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $1.61B → $1.78B (+$174M)

2.13% more ownership

Funds ownership: 98.41%100.54% (+2.1%)

1% more funds holding

Funds holding: 181182 (+1)

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
69
Reduced
61
Closed
17
Calls
$21K
Puts
$8K
Net Calls
+$13K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$319M -$383K -25,443 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$285M +$4.71M +312,989 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$187M +$20.4M +1,358,242 +12%
State Street
4
State Street
Massachusetts
$109M +$228K +15,162 +0.2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$88.2M +$2.26M +150,278 +3%
WHG
6
Westwood Holdings Group
Texas
$73.2M +$1.79M +118,928 +3%
LIMS
7
Lasalle Investment Management Securities
Maryland
$48.4M -$1.75M -116,525 -3%
RC
8
Resolution Capital
Australia
$47.7M -$7.93M -526,525 -14%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$41.8M +$3.57M +237,224 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$40.9M +$23.8M +1,581,295 +139%
CIM
11
Centersquare Investment Management
Pennsylvania
$37.3M +$6.82M +452,739 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.2M +$1.27M +84,445 +4%
HRES
13
Heitman Real Estate Securities
Illinois
$30.7M +$643K +42,739 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$30M +$444K +29,488 +2%
Charles Schwab
15
Charles Schwab
California
$29M +$705K +46,860 +2%
Northern Trust
16
Northern Trust
Illinois
$25.2M -$142K -9,455 -0.6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$24.3M +$1.07M +70,774 +5%
Fisher Asset Management
18
Fisher Asset Management
Washington
$23M -$872K -57,942 -4%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$22.5M -$2.55M -169,654 -10%
Norges Bank
20
Norges Bank
Norway
$16.2M -$768K -51,034 -5%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$15.7M +$9M +597,582 +135%
Legal & General Group
22
Legal & General Group
United Kingdom
$15.7M +$901K +59,824 +6%
Morgan Stanley
23
Morgan Stanley
New York
$13.9M -$1.4M -93,321 -9%
Principal Financial Group
24
Principal Financial Group
Iowa
$10.7M -$136K -9,013 -1%
HF
25
HRT Financial
New York
$9.97M +$9.79M +650,565 +5,499%

UE Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2023, worth a combined $1.78B — up 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UE positions and 17 closed out — a net gain of 2 holders — while 69 added to existing stakes and 61 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $23.8M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $22.9M sold.

  • 182 institutional investors held Urban Edge Properties (UE) as of Q1 2023, up from 181 in Q4 2022.
  • Funds reported $1.78B of Urban Edge Properties stock for Q1 2023, up 11% quarter-over-quarter.
  • 19 funds opened new Urban Edge Properties positions in Q1 2023 and 17 closed out, a net change of +2 holders.
  • The largest Urban Edge Properties buyer in Q1 2023 was Citadel Advisors, an estimated $23.8M added.
  • The largest Urban Edge Properties seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.