Position in UE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,914,918
+$293,182 QoQ
Shares Held
83,694
+3.1% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 272 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $28,299,713 across 14 REIT - Retail names. UE ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
26,823 | $5,998,963 | |
| 2 | CBL |
Cbl & Associates Properties Inc
|
70,484 | $3,741,995 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
85,259 | $3,548,479 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
86,719 | $2,734,250 | |
| 5 | NNN |
Nnn REIT, Inc.
|
46,990 | $2,186,444 | |
| 6 | UE |
Urban Edge Properties
This page
|
83,694 | $1,914,918 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
76,818 | $1,885,881 | |
| 8 | O |
Realty Income Corp
|
30,237 | $1,873,484 |
All Filings in UE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,914,918 | 83,694 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,621,736 | 81,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,391,620 | 72,518 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,430,709 | 69,893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,199,688 | 64,292 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $41,394 | 2,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,518 | 2,262 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,902 | 2,262 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||