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 230 institutions that hold shares in the stock, with a total of 97.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
221
shares
|
$4,890
0.0% of portfolio
|
Q1 2024
Added 84.17%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
185
shares
|
$4,094
0.0% of portfolio
|
Q3 2024
Added 180.3%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
166
shares
|
$3,673
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$3,142
0.0% of portfolio
|
Q1 2023
Reduced 45.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
137
shares
|
$3,031
0.0% of portfolio
|
Q2 2024
Added 87.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
117
shares
|
$2,589
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
95
shares
|
$2,102
0.0% of portfolio
|
Q2 2024
Reduced 34.48%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
92
shares
|
$2,035
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
90
shares
|
$1,991
0.0% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
89
shares
|
$1,969
0.0% of portfolio
|
Q3 2024
Added 43.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
57
shares
|
$1,261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
48
shares
|
$1,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
47
shares
|
$1,040
0.0% of portfolio
|
Q2 2024
Reduced 94.56%
|
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
43
shares
|
$951
0.0% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
33
shares
|
$730
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
25
shares
|
$553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
25
shares
|
$553
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$442
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
16
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
16
shares
|
$354
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
16
shares
|
$354
0.0% of portfolio
|
Q4 2023
Reduced 95.42%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
12
shares
|
$265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
9
shares
|
$199
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
7
shares
|
$154
0.0% of portfolio
|
Q2 2024
Reduced 79.41%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
7
shares
|
$154
0.0% of portfolio
|
Q2 2024
New holding
|