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 246 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
52
shares
|
$1,195
0.0% of portfolio
|
Q3 2024
Added 20.93%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
48
shares
|
$1,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
47
shares
|
$1,080
0.0% of portfolio
|
Q2 2024
Reduced 94.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33
shares
|
$758
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25
shares
|
$574
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
25
shares
|
$574
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$459
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
16
shares
|
$367
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
16
shares
|
$367
0.0% of portfolio
|
Q4 2023
Reduced 95.42%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
12
shares
|
$275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
10
shares
|
$229
0.0% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
9
shares
|
$206
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
8
shares
|
$183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7
shares
|
$160
0.0% of portfolio
|
Q2 2024
Reduced 79.41%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
5
shares
|
$114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5
shares
|
$114
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|