Urban Edge Properties Ownership | Who Owns Urban Edge Properties?
Urban Edge Properties Ownership Summary
Urban Edge Properties is owned by 94.74% institutional investors, 0.09% insiders, and 5.17% retail investors. Blackrock is the largest institutional shareholder, holding 18.26% of UE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.22% of its assets in Urban Edge Properties shares.
UE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Urban Edge Properties | 94.74% | 0.09% | 5.17% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Diversified REIT Stocks | 61.62% | 5.21% | 33.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 21.56M | 18.26% | $398.23M |
| Vanguard group | 19.26M | 16.31% | $355.79M |
| Fmr | 12.82M | 10.85% | $236.69M |
| State street | 6.81M | 5.77% | $125.83M |
| Resolution capital | 5.15M | 4.36% | $95.18M |
| Westwood group | 4.32M | 3.66% | $79.88M |
| Geode capital management | 2.98M | 2.52% | $55.03M |
| Jennison associates | 2.75M | 2.33% | $50.80M |
| Charles schwab investment management | 2.17M | 1.84% | $40.08M |
| Morgan stanley | 1.85M | 1.56% | $34.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ldr capital management | 224.83K | 3.78% | $4.15M |
| Heitman real estate securities | 1.60M | 1.87% | $29.62M |
| Resolution capital | 5.15M | 1.79% | $95.18M |
| Cramer rosenthal mcglynn | 391.80K | 0.42% | $7.24M |
| Westwood group | 4.32M | 0.37% | $79.88M |
| Ubs oconnor | 321.81K | 0.37% | $5.94M |
| Knights of columbus asset advisors | 180.03K | 0.22% | $3.33M |
| Nebula research & development | 62.10K | 0.19% | $1.15M |
| Clarivest asset management | 47.21K | 0.09% | $871.99K |
| Apg asset management us | 661.07K | 0.07% | $12.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Heitman real estate securities | 1.60M | 1.87% | 1.60M |
| Marshall wace, llp | 1.05M | 0.03% | 1.05M |
| Jennison associates | 2.75M | 0.03% | 743.24K |
| Vanguard group | 19.26M | 0.01% | 716.35K |
| Hudson bay capital management lp | 575.57K | 0.05% | 575.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centersquare investment management | - | - | -2.09M |
| Balyasny asset management | 125.44K | 0.00% | -1.50M |
| Neuberger berman group | 16.16K | 0.00% | -787.91K |
| Cramer rosenthal mcglynn | 391.80K | 0.42% | -768.31K |
| Ubs asset management americas | 145.33K | 0.00% | -537.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Heitman real estate securities | 1.60M | 1.87% | 1.60M | $29.62M |
| Marshall wace, llp | 1.05M | 0.03% | 1.05M | $19.33M |
| Hudson bay capital management lp | 575.57K | 0.05% | 575.57K | $10.63M |
| Norges bank | 406.57K | 0.00% | 406.57K | $7.51M |
| Knights of columbus asset advisors | 180.03K | 0.22% | 180.03K | $3.33M |
Sold Out
| Holder | Change |
|---|---|
| Central trust | -15.00 |
| Riggs asset managment | -34.00 |
| Family firm | -48.00 |
| Advisornet financial | -60.00 |
| Valley national advisers | -90.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 235 | 10.33% | 116,864,546 | 4.27% | 94 | 1.05% | 136 | 24.77% | 57 | -18.57% |
| Jun 30, 2024 | 210 | -0.94% | 112,061,802 | 1.72% | 94 | 1.08% | 107 | 9.18% | 70 | -7.89% |
| Mar 31, 2024 | 212 | -5.36% | 110,169,285 | -2.15% | 93 | 1.02% | 98 | -10.91% | 76 | 1.33% |
| Dec 31, 2023 | 224 | 12.56% | 112,592,153 | 0.81% | 95 | 1.06% | 110 | 14.58% | 75 | 8.70% |
| Sep 30, 2023 | 199 | 9.34% | 111,681,988 | -3.91% | 95 | 0.97% | 96 | 6.67% | 69 | 11.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.76M | 6.22% | 7.21K |
| Vanguard Real Estate Index Investor | 4.68M | 3.75% | -11.87K |
| Fidelity US REIT Mother Fund | 4.44M | 3.66% | 388.80K |
| Vanguard Total Stock Mkt Idx Inv | 3.96M | 3.17% | -16.84K |
| iShares Russell 2000 ETF | 3.22M | 2.58% | -7.24K |
| Vanguard Small Cap Index | 3.04M | 2.43% | 5.95K |
| Fidelity Real Estate Investment Port | 2.18M | 1.74% | 349.10K |
| Vanguard Small Cap Value Index Inv | 2.06M | 1.65% | -708.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.81M | 1.45% | -6.05K |
| FIAM Small Cap Core Composite | 1.43M | 1.18% | 122.50K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2024 | Olson Jeffrey S | Chairman of the Board & CEO | Sell | $5.39M |
| Dec 04, 2024 | Olson Jeffrey S | Chairman of the Board & CEO | Sell | $4.30M |
| Dec 05, 2024 | Olson Jeffrey S | Chairman of the Board & CEO | Sell | $1.00M |
| Nov 11, 2024 | Langer Mark | Chief Financial Officer | Sell | $2.21M |
| Mar 12, 2024 | Milton Robert C. III | General Counsel and Secretary | Sell | $448.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q2 | - | - |
UE Ownership FAQ
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