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Urban Edge Properties

241 hedge funds and large institutions have $2.51B invested in Urban Edge Properties in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $6K | Put options by funds: $2K

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more capital invested

Capital invested by funds: $2.07B → $2.51B (+$440M)

13% more funds holding

Funds holding: 214241 (+27)

2.38% more ownership

Funds ownership: 94.29%96.67% (+2.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
97
Reduced
60
Closed
15
Calls
$6K
Puts
$2K
Net Calls
+$4K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$471M +$9.35M +464,580 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$422M +$9.77M +485,619 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$298M +$22.1M +1,096,560 +9%
State Street
4
State Street
Massachusetts
$150M +$3.58M +177,745 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.5M +$2.63M +130,854 +4%
WHG
6
Westwood Holdings Group
Texas
$65.7M -$25.2M -1,254,480 -29%
Jennison Associates
7
Jennison Associates
New York
$63.4M +$4.34M +215,879 +8%
RC
8
Resolution Capital
Australia
$60.5M -$46.8M -2,327,195 -45%
Charles Schwab
9
Charles Schwab
California
$48.6M +$2.03M +101,111 +5%
Invesco
10
Invesco
Georgia
$45.6M +$28.6M +1,421,486 +200%
Citadel Advisors
11
Citadel Advisors
Florida
$44.8M +$14.2M +705,077 +51%
Millennium Management
12
Millennium Management
New York
$44.7M +$26.9M +1,335,293 +177%
Morgan Stanley
13
Morgan Stanley
New York
$41.6M +$1.93M +95,915 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$37.6M -$6.34K -315 -0%
HRES
15
Heitman Real Estate Securities
Illinois
$35M +$681K +33,854 +2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$34.2M +$30.2M +1,499,628 +1,500%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34.1M -$4.36M -216,668 -12%
Northern Trust
18
Northern Trust
Illinois
$33.2M +$1.36M +67,836 +5%
American Century Companies
19
American Century Companies
Missouri
$32M +$1.85M +91,792 +7%
N
20
Nuveen
North Carolina
$30.6M +$10.4M +516,994 +57%
Fisher Asset Management
21
Fisher Asset Management
Washington
$25M -$40.8K -2,028 -0.2%
Hudson Bay Capital Management
22
Hudson Bay Capital Management
Connecticut
$24.7M +$11.6M +578,436 +100%
Marshall Wace
23
Marshall Wace
United Kingdom
$20.6M -$1.71M -84,811 -8%
Legal & General Group
24
Legal & General Group
United Kingdom
$18.7M -$1.44M -71,618 -8%
UBS AM
25
UBS AM
Illinois
$16.7M +$12.8M +637,587 +439%

UE Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2024, worth a combined $2.51B — up 21% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UE positions and 15 closed out — a net gain of 27 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $30.2M. The largest seller was Resolution Capital, cutting an estimated $46.8M.

  • 241 institutional investors held Urban Edge Properties (UE) as of Q3 2024, up from 214 in Q2 2024.
  • Funds reported $2.51B of Urban Edge Properties stock for Q3 2024, up 21% quarter-over-quarter.
  • 42 funds opened new Urban Edge Properties positions in Q3 2024 and 15 closed out, a net change of +27 holders.
  • The largest Urban Edge Properties buyer in Q3 2024 was Wellington Management Group, an estimated $30.2M added.
  • The largest Urban Edge Properties seller in Q3 2024 was Resolution Capital, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2024.