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 250 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
92
shares
|
$1,725
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
89
shares
|
$1,668
0.0% of portfolio
|
Q3 2024
Added 43.55%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
85
shares
|
$1,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$1,500
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
76
shares
|
$1,425
0.0% of portfolio
|
Q4 2024
Added 130.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
75
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
Reduced 99.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
57
shares
|
$1,068
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
48
shares
|
$900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
47
shares
|
$881
0.0% of portfolio
|
Q2 2024
Reduced 94.56%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
25
shares
|
$468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
22
shares
|
$412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
20
shares
|
$375
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
16
shares
|
$300
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$300
0.0% of portfolio
|
Q4 2023
Reduced 95.42%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
9
shares
|
$168
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
8
shares
|
$150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7
shares
|
$131
0.0% of portfolio
|
Q2 2024
Reduced 79.41%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$93
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
5
shares
|
$93
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|