Institutional Ownership Urban Edge Properties (UE)
This table provides information about the institutional ownership of Urban Edge Properties (UE). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
340
shares
|
$6,589
0.0% of portfolio
|
Q4 2017
New holding
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
295
shares
|
$5,717
0.0% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
274
shares
|
$5,310
0.0% of portfolio
|
Q4 2024
Added 255.84%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
263
shares
|
$5,096
0.0% of portfolio
|
Q2 2022
Reduced 33.92%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
251
shares
|
$4,864
0.0% of portfolio
|
Q1 2025
Added 230.26%
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
236
shares
|
$4,573
0.0% of portfolio
|
Q1 2025
Added 1375.0%
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
221
shares
|
$4,282
0.0% of portfolio
|
Q1 2024
Added 84.17%
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
206
shares
|
$3,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
142
shares
|
$2,751
0.0% of portfolio
|
Q1 2023
Reduced 45.8%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
137
shares
|
$2,655
0.0% of portfolio
|
Q2 2024
Added 87.67%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
119
shares
|
$2,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
119
shares
|
$2,306
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
117
shares
|
$2,267
0.0% of portfolio
|
Q1 2023
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
92
shares
|
$1,782
0.0% of portfolio
|
Q3 2023
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
89
shares
|
$1,724
0.0% of portfolio
|
Q3 2024
Added 43.55%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
74
shares
|
$1,434
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
65
shares
|
$1,259
0.0% of portfolio
|
Q1 2025
Reduced 89.4%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
57
shares
|
$1,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
51
shares
|
$988
0.0% of portfolio
|
Q1 2025
New holding
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
47
shares
|
$910
0.0% of portfolio
|
Q2 2024
Reduced 94.56%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$775
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
37
shares
|
$717
0.0% of portfolio
|
Q1 2025
New holding
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
25
shares
|
$484
0.0% of portfolio
|
Q4 2024
New holding
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
20
shares
|
$387
0.0% of portfolio
|
Q4 2022
New holding
|