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Urban Edge Properties

214 hedge funds and large institutions have $2.07B invested in Urban Edge Properties in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.91B → $2.07B (+$155M)

10% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 71

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0.07% more ownership

Funds ownership: 94.22%94.29% (+0.07%)

0% more funds holding

Funds holding: 214214 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $65K

Holders
214
Holders Change
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
78
Reduced
71
Closed
30
Calls
Puts
$65K
Net Calls
-$65K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$398M +$6.06M +353,120 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$356M +$12.3M +716,346 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$237M +$734K +42,732 +0.3%
State Street
4
State Street
Massachusetts
$126M -$809K -47,118 -0.7%
RC
5
Resolution Capital
Australia
$95.2M +$1.56M +90,637 +2%
WHG
6
Westwood Holdings Group
Texas
$79.9M -$4.25M -247,426 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$55M +$2.71M +157,986 +6%
Jennison Associates
8
Jennison Associates
New York
$50.8M +$12.8M +743,235 +37%
Charles Schwab
9
Charles Schwab
California
$40.1M +$925K +53,886 +3%
CIM
10
Centersquare Investment Management
Pennsylvania
$38.6M -$1.43M -83,570 -4%
Morgan Stanley
11
Morgan Stanley
New York
$34.1M +$354K +20,623 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$33.4M -$479K -27,897 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$32.5M +$2.01M +117,152 +7%
HRES
14
Heitman Real Estate Securities
Illinois
$29.6M +$27.5M +1,603,880 New
Northern Trust
15
Northern Trust
Illinois
$27.4M -$40.5K -2,358 -0.2%
American Century Companies
16
American Century Companies
Missouri
$26M +$7.88M +458,951 +48%
Citadel Advisors
17
Citadel Advisors
Florida
$25.7M +$20.9M +1,217,192 +709%
Fisher Asset Management
18
Fisher Asset Management
Washington
$21.6M -$311K -18,102 -2%
Marshall Wace
19
Marshall Wace
United Kingdom
$19.3M +$18M +1,046,364 New
Legal & General Group
20
Legal & General Group
United Kingdom
$17.4M -$2.26M -131,578 -12%
N
21
Nuveen
North Carolina
$16.9M +$9.85M +573,845 +168%
SEI Investments
22
SEI Investments
Pennsylvania
$16.8M +$3.79M +220,715 +32%
Millennium Management
23
Millennium Management
New York
$13.9M -$2.4M -139,521 -16%
Invesco
24
Invesco
Georgia
$13.1M +$989K +57,623 +9%
AAMU
25
APG Asset Management US
New York
$12M +$3.69M +215,000 +48%

UE Hedge Fund Activity: Q2 2024 in Review

214 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2024, worth a combined $2.07B — up 8.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UE positions and 30 closed out — a net gain of 2 holders — while 78 added to existing stakes and 71 trimmed.

The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $27.5M. The largest seller was Balyasny Asset Management, cutting an estimated $25.7M.

  • 214 institutional investors held Urban Edge Properties (UE) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.07B of Urban Edge Properties stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 32 funds opened new Urban Edge Properties positions in Q2 2024 and 30 closed out, a net change of +2 holders.
  • The largest Urban Edge Properties buyer in Q2 2024 was Heitman Real Estate Securities, an estimated $27.5M added.
  • The largest Urban Edge Properties seller in Q2 2024 was Balyasny Asset Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2024.