Position in UE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$218,732
+$13,192 QoQ
Shares Held
9,560
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 272 holders
Holding Since
Dec 2024
2 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $6,694,786 across 5 REIT - Retail names. UE ranks #5 (3.3% of the industry book) .
All Filings in UE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,732 | 9,560 | Shares | Defined | 2026-07-17 | |
| 2024-12-31 | $205,540 | 9,560 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||