Urban Edge Properties (UE) Ownership

21.37 ↑0.14 (0.66%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Urban Edge Properties (UE), owning a total of 21.6 million shares. Combined, the top 37 institutional holders of UE own 99.85% of the company with a total of 123.7 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders increased their combined ownership of UE by 2.9 million shares. 15 institutions bought 8,458,164 total additional shares and increased their ownership by an average of 141.93%. However 6 institutions sold 5,551,715 total shares and decreased their ownership by an average of 22.29%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Urban Edge Properties increased by a net total of 2,906,449 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.815%	2.521%	19,748,718	485,619	2024-09-30
FMR Inc	11.141%	8.557%	13,911,571	1,096,560	2024-09-30
State Street Corp	5.598%	2.609%	6,990,363	177,745	2024-09-30
Geode Capital Management, LLC	2.490%	4.393%	3,109,608	130,854	2024-09-30
Westwood Holdings Group Inc	2.459%	-29.008%	3,070,148	-1,254,480	2024-09-30
Jennison Associates LLC	2.375%	7.850%	2,966,029	215,879	2024-09-30
Resolution Capital Limited	2.263%	-45.159%	2,826,146	-2,327,195	2024-09-30
Charles Schwab Investment Management Inc	1.819%	4.659%	2,271,201	101,111	2024-09-30
Amvescap Plc.	1.706%	200.437%	2,130,681	1,421,486	2024-09-30
Citadel Advisors Llc	1.677%	50.762%	2,094,061	705,077	2024-09-30
Millennium Management LLC	1.672%	177.309%	2,088,382	1,335,293	2024-09-30
Morgan Stanley - Brokerage Accounts	1.556%	-47.403%	1,942,859	-1,751,029	2024-09-30
Dimensional Fund Advisors, Inc.	1.407%	-0.018%	1,756,729	-315	2024-09-30
Heitman Real Estate Securities LLC	1.312%	2.111%	1,637,734	33,854	2024-09-30
Wellington Management Company LLP	1.281%	1,499.630%	1,599,628	1,499,628	2024-09-30
Bank of New York Mellon Corp	1.276%	-11.968%	1,593,698	-216,668	2024-09-30
Northern Trust Corp	1.242%	4.576%	1,550,271	67,836	2024-09-30
American Century Companies Inc	1.200%	6.527%	1,498,043	91,792	2024-09-30
Nuveen Asset Management, LLC	1.147%	56.510%	1,431,873	516,994	2024-09-30
Fisher Asset Management, LLC	0.935%	-0.174%	1,166,992	-2,028	2024-09-30
Hudson Bay Capital Management LP	0.924%	100.497%	1,154,010	578,436	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.267%	1.665%	21,560,941	353,120	2024-06-30
Vanguard Group Inc	15.815%	2.521%	19,748,718	485,619	2024-09-30
FMR Inc	11.141%	8.557%	13,911,571	1,096,560	2024-09-30
State Street Corp	5.598%	2.609%	6,990,363	177,745	2024-09-30
State Street Corporation	5.654%	-7.442%	6,859,736	-551,543	2024-03-31
Geode Capital Management, LLC	2.490%	4.393%	3,109,608	130,854	2024-09-30
Westwood Holdings Group Inc	2.459%	-29.008%	3,070,148	-1,254,480	2024-09-30
Jennison Associates LLC	2.375%	7.850%	2,966,029	215,879	2024-09-30
Resolution Capital Limited	2.263%	-45.159%	2,826,146	-2,327,195	2024-09-30
Charles Schwab Investment Management Inc	1.819%	4.659%	2,271,201	101,111	2024-09-30
Amvescap Plc.	1.706%	200.437%	2,130,681	1,421,486	2024-09-30
Citadel Advisors Llc	1.677%	50.762%	2,094,061	705,077	2024-09-30
Millennium Management LLC	1.672%	177.309%	2,088,382	1,335,293	2024-09-30
CenterSquare Investment Management LLC	1.672%	-3.848%	2,088,188	-83,570	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	1.664%	-29.480%	1,957,696	-818,372	2023-06-30
LaSalle Investment Management Securities LLC	1.663%	-39.124%	1,956,700	-1,257,517	2023-06-30
Morgan Stanley - Brokerage Accounts	1.556%	-47.403%	1,942,859	-1,751,029	2024-09-30
Dimensional Fund Advisors, Inc.	1.407%	-0.018%	1,756,729	-315	2024-09-30
Heitman Real Estate Securities LLC	1.312%	2.111%	1,637,734	33,854	2024-09-30
CBRE Investment Management Listed Real Assets LLC	1.385%	46.821%	1,627,864	519,125	2022-12-31
Balyasny Asset Management LLC	1.337%	12.889%	1,621,806	185,172	2024-03-31
Wellington Management Company LLP	1.281%	1,499.630%	1,599,628	1,499,628	2024-09-30
Bank of New York Mellon Corp	1.276%	-11.968%	1,593,698	-216,668	2024-09-30
Northern Trust Corp	1.242%	4.576%	1,550,271	67,836	2024-09-30
American Century Companies Inc	1.200%	6.527%	1,498,043	91,792	2024-09-30
Nuveen Asset Management, LLC	1.147%	56.510%	1,431,873	516,994	2024-09-30
Goldman Sachs Group Inc	1.018%	26.553%	1,196,459	251,037	2022-12-31
Fisher Asset Management, LLC	0.935%	-0.174%	1,166,992	-2,028	2024-09-30
Cramer Rosenthal McGlynn LLC	0.956%	-13.543%	1,160,103	-181,719	2024-03-31
Hudson Bay Capital Management LP	0.924%	100.497%	1,154,010	578,436	2024-09-30
NORGES BANK	0.956%	2.394%	1,123,632	26,272	2022-12-31
Apg Investments Us Inc	0.901%	-42.992%	1,057,728	-797,663	2022-09-30
Marshall Wace Asset Management Ltd	0.838%	0.000%	1,046,364	1,046,364	2024-06-30
Massachusetts Financial Services Company	0.877%	-80.194%	1,032,145	-4,178,989	2023-09-30
Point72 Asset Management, L.P.	0.822%	24.059%	997,542	193,456	2024-03-31
Legal & General Group PLC	0.763%	-11.388%	952,680	-122,431	2024-06-30
Neuberger Berman Group LLC	0.789%	-2.520%	928,139	-23,993	2023-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Urban Edge Properties (UE), owning a total of 7.9 million shares. Combined, the top 36 mutual fund holders of UE own 57.09% of the company with a total of 69.9 million shares.

In the latest ownership report on November 30th 2024, the top 36 fund holders increased their combined ownership of UE by 56 thousand shares. 4 funds bought 36,978 total additional shares and increased their ownership by an average of 0.39%. However 1 funds sold 93,370 total shares and decreased their ownership by an average of 2.36%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Urban Edge Properties decreased by a net total of -56,392 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.347%	0.000%	7,925,134	0	2024-11-30
Vanguard Real Estate Index Investor	3.747%	0.008%	4,678,968	366	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.093%	-2.360%	3,862,480	-93,370	2024-11-30
iShares Russell 2000 ETF	2.796%	0.000%	3,490,886	0	2024-11-30
Vanguard Small Cap Index	2.449%	0.587%	3,058,312	17,850	2024-11-30
Vanguard Small Cap Value Index Inv	1.656%	0.493%	2,068,132	10,137	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.456%	0.477%	1,817,715	8,625	2024-11-30
iShares Russell 2000 Value ETF	0.977%	0.000%	1,219,683	0	2024-11-30
PGIM Jennison Small Company A	0.948%	0.000%	1,183,633	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.347%	0.000%	7,925,134	0	2024-11-30
Vanguard Real Estate Index Investor	3.747%	0.008%	4,678,968	366	2024-11-30
Fidelity US REIT Mother Fund	3.558%	9.589%	4,443,400	388,800	2024-03-15
Vanguard Total Stock Mkt Idx Inv	3.093%	-2.360%	3,862,480	-93,370	2024-11-30
iShares Russell 2000 ETF	2.796%	0.000%	3,490,886	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.909%	0.576%	3,421,664	19,580	2023-03-31
Vanguard Small Cap Index	2.449%	0.587%	3,058,312	17,850	2024-11-30
Fidelity Real Estate Investment Port	1.841%	5.669%	2,298,400	123,300	2024-10-31
Vanguard Small Cap Value Index Inv	1.656%	0.493%	2,068,132	10,137	2024-11-30
AMOne Shinko US-REIT Open	1.715%	-27.290%	2,014,048	-755,905	2022-03-07
Vanguard Institutional Extnd Mkt Idx Tr	1.456%	0.477%	1,817,715	8,625	2024-11-30
Nikko World REIT Mother	1.505%	-23.325%	1,770,886	-538,722	2023-07-05
Fidelity® Real Estate Investment Port	1.445%	2.719%	1,700,000	45,000	2023-11-30
Fidelity Advisor® Strategic Real Ret I	1.389%	2.800%	1,633,900	44,500	2023-10-31
Fidelity Advisor® Strategic Div & Inc® I	1.389%	2.800%	1,633,900	44,500	2023-10-31
Vanguard Extended Market Index Investor	1.355%	-0.018%	1,594,275	-290	2023-08-31
FIAM Small Cap Core Composite	1.145%	9.374%	1,429,350	122,500	2024-06-30
FIAM Small Cap Core CIT Cl B	1.130%	-3.547%	1,411,450	-51,900	2024-09-30
Fidelity Small Cap Index	1.021%	1.668%	1,275,402	20,918	2024-09-30
iShares Russell 2000 Value ETF	0.977%	0.000%	1,219,683	0	2024-11-30
Fidelity Advisor Strategic Div & Inc I	0.962%	0.000%	1,201,500	0	2024-09-30
Fidelity Advisor Strategic Real Ret I	0.962%	0.000%	1,201,500	0	2024-09-30
Jennison SMid Cap Core Equity	0.948%	0.000%	1,183,633	0	2024-09-30
PGIM Jennison Small Company A	0.948%	0.000%	1,183,633	0	2024-11-30
FIAM Small Cap Core Class B	0.973%	2.317%	1,143,600	25,900	2022-12-31
Fidelity® Small Cap Index	0.952%	2.641%	1,119,891	28,813	2023-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.887%	0.092%	1,107,675	1,020	2024-11-29
Westwood Mgt SmallCap Value	0.874%	-13.480%	1,091,191	-170,005	2024-09-30
Westwood Quality SmallCap Fund Inst	0.874%	-13.480%	1,091,191	-170,005	2024-09-30
MFS Global Real Estate I	0.917%	-55.316%	1,078,850	-1,335,555	2023-08-31
Heitman US RES Total Return	0.889%	-19.354%	1,045,015	-250,795	2022-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.878%	-0.143%	1,043,090	-1,491	2024-05-30
iShares S&P Small-Cap 600 Value ETF	0.877%	0.000%	1,029,928	0	2023-02-28
MFS U.S. REIT	0.768%	12.945%	903,192	103,518	2023-03-31
Vanguard Tax-Managed Small Cap Adm	0.760%	0.000%	902,650	0	2024-05-31
Fidelity Advisor Small Cap I	0.695%	-4.135%	825,400	-35,600	2024-03-31