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Urban Edge Properties

236 hedge funds and large institutions have $2.58B invested in Urban Edge Properties in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

150% more call options, than puts

Call options by funds: $15K | Put options by funds: $6K

3% more capital invested

Capital invested by funds: $2.51B → $2.58B (+$68M)

0.69% less ownership

Funds ownership: 96.67%95.98% (-0.69%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 241236 (-5)

Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
123
Reduced
48
Closed
29
Calls
$15K
Puts
$6K
Net Calls
+$9K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$510M +$37.8M +1,699,954 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M +$4.75M +213,478 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$317M +$18.6M +835,885 +6%
State Street
4
State Street
Massachusetts
$158M +$8.3M +373,235 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$68.6M +$1.83M +82,324 +3%
Jennison Associates
6
Jennison Associates
New York
$68.1M +$4.53M +203,569 +7%
WHG
7
Westwood Holdings Group
Texas
$62.6M -$3.48M -156,425 -5%
RC
8
Resolution Capital
Australia
$62.3M +$1.59M +71,290 +3%
Charles Schwab
9
Charles Schwab
California
$50.5M +$1.68M +75,498 +3%
Northern Trust
10
Northern Trust
Illinois
$42.4M +$9.38M +421,513 +27%
Hudson Bay Capital Management
11
Hudson Bay Capital Management
Connecticut
$38.7M +$14.4M +646,960 +56%
American Century Companies
12
American Century Companies
Missouri
$38.5M +$6.48M +291,125 +19%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$38M +$224K +10,082 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$36.5M +$2.35M +105,436 +7%
N
15
Nuveen
North Carolina
$36.2M +$5.63M +253,278 +18%
Morgan Stanley
16
Morgan Stanley
New York
$35.9M -$6.09M -273,779 -14%
Citadel Advisors
17
Citadel Advisors
Florida
$35.8M -$9.52M -428,103 -20%
Marshall Wace
18
Marshall Wace
United Kingdom
$28.2M +$7.74M +348,070 +36%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$27.6M +$28.5M +1,282,969 New
HRES
20
Heitman Real Estate Securities
Illinois
$25.5M -$10.1M -452,947 -28%
Fisher Asset Management
21
Fisher Asset Management
Washington
$23.2M -$1.9M -85,622 -7%
AAMU
22
APG Asset Management US
New York
$23.2M +$10.2M +456,343 +74%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$19.8M +$10.3M +464,553 +101%
JP Morgan Chase
24
JP Morgan Chase
New York
$18.5M +$4.18M +188,130 +28%
Legal & General Group
25
Legal & General Group
United Kingdom
$18.3M -$480K -21,577 -2%

UE Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2024, worth a combined $2.58B — up 2.7% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UE and 27 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 123 added.

The largest buyer was BlackRock, adding an estimated $37.8M. The largest seller was Wellington Management Group, exiting entirely with an estimated $34.2M sold.

  • 236 institutional investors held Urban Edge Properties (UE) as of Q4 2024, down from 241 in Q3 2024.
  • Funds reported $2.58B of Urban Edge Properties stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 27 funds opened new Urban Edge Properties positions in Q4 2024 and 29 closed out, a net change of -2 holders.
  • The largest Urban Edge Properties buyer in Q4 2024 was BlackRock, an estimated $37.8M added.
  • The largest Urban Edge Properties seller in Q4 2024 was Wellington Management Group, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2024.