As of the latest SEC filings, Urban Edge Properties (UE) is held by 273 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $151,084,903.86 in market value, representing 0.16% of its portfolio.
Funds holding Urban Edge Properties (UE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UE
- CIK:
- 0001611547
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.16% | $151,084,903.86 | 7,561,807 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.15% | $102,425,145.60 | 4,672,680 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $80,961,457.50 | 4,052,125 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.09% | $63,098,178.66 | 3,158,067 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $58,091,470.38 | 2,907,481 | Mar 31, 2026 | May 28, 2026 |
|
FRESX
Fidelity Real Estate Investment Portfolio
|
MF | Fidelity | 1.47% | $48,272,399.36 | 2,202,208 | Apr 30, 2026 | Jun 26, 2026 |
|
FSRJX
Fidelity SAI Real Estate Fund
|
MF | Fidelity | 1.47% | $40,102,179.68 | 1,829,479 | Apr 30, 2026 | Jun 26, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 1.24% | $39,687,712.56 | 1,986,372 | Mar 31, 2026 | May 27, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $36,950,172.84 | 1,849,358 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.12% | $29,487,858.08 | 1,345,249 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $28,029,862.08 | 1,402,896 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.09% | $27,777,659.68 | 1,267,229 | Apr 30, 2026 | Jun 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.23% | $22,962,114.90 | 1,149,255 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.16% | $22,756,081.14 | 1,138,943 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $21,762,455.76 | 1,089,212 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 0.73% | $19,865,520.00 | 934,848 | Feb 28, 2026 | Apr 24, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 2.10% | $19,114,503.04 | 872,012 | Apr 30, 2026 | Jun 25, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.19% | $18,489,306.25 | 870,085 | Feb 28, 2026 | Apr 24, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.23% | $18,317,664.00 | 916,800 | Mar 31, 2026 | May 26, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.17% | $18,154,494.72 | 828,216 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.18% | $17,134,508.34 | 857,583 | Mar 31, 2026 | May 28, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.41% | $15,692,177.28 | 715,884 | Apr 30, 2026 | Jun 26, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.22% | $14,968,335.04 | 682,862 | Apr 30, 2026 | Jun 24, 2026 |
|
FZAOX
Fidelity Advisor Small Cap Fund
|
MF | Fidelity | 0.66% | $14,590,250.00 | 686,600 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $14,047,631.25 | 661,065 | Feb 28, 2026 | Apr 24, 2026 |
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