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UE URBAN EDGE PPTYS

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COM (common), issuer CIK 1611547

232 managers (237 13F filers) reported a position in UE shares at 2024-12-31, 119,848,038 shares in all. 19 filers opened a position and 29 filers sold out during the quarter.

Managers
232
13F filers
237
New
19
Added
123
Reduced
48
Sold out
29
Shares held by filers
119,848,038

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROTHSCHILD INVESTMENT LLC350$7.53K<0.01%+4513F-HRTimeline
Tortoise Investment Management, LLC340$7.31K<0.01%013F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.281$5.72K<0.01%+213F-HRTimelineGroup
UMB Bank, n.a.266$5.72K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P230$5K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC221$4.75K<0.01%013F-HRTimeline
LGT Financial Advisors LLC166$3.57K0.01%013F-HRTimeline
Allworth Financial LP171$3.39K<0.01%-1413F-HRTimeline
IFP Advisors, Inc142$3.05K<0.01%013F-HRTimeline
Covestor Ltd120$3K<0.01%+6813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP117$2.52K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…92$1.98K<0.01%013F-HRTimeline
Global Retirement Partners, LLC89$1.91K<0.01%013F-HRTimeline
Quent Capital, LLC85$1.83K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$1.72K<0.01%-1013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76$1.64K<0.01%+4313F-HRTimelineGroup
Cornerstone Planning Group LLC57$1.19K<0.01%013F-HRTimeline
Riverview Trust Co48$1.03K<0.01%013F-HRTimeline
West Branch Capital LLC47$1.01K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT25$538<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC22$473<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH20$430<0.01%013F-HRTimeline
Parkside Financial Bank & Trust16$344<0.01%013F-HRTimeline
WealthTrak Capital Management LLC10$215<0.01%13F-HRTimeline
Dunhill Financial, LLC8$172<0.01%013F-HRTimeline
Avior Wealth Management, LLC7$150<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5$108<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC5$108<0.01%013F-HRTimeline
Sachetta, LLC5$108<0.01%013F-HRTimeline
Brooklyn Investment Group1$22<0.01%new13F-HRTimeline
Hemington Wealth Management9$00%-313F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.