Position in UE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,037
+$1,145 QoQ
Shares Held
395
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 272 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Capital Analysts, LLC holds $511,329 across 11 REIT - Retail names. UE ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
6,478 | $164,217 | |
| 2 | SPG |
Simon Property Group Inc.
|
568 | $127,032 | |
| 3 | O |
Realty Income Corp
|
1,429 | $88,540 | |
| 4 | KRG |
Kite Realty Group Trust
|
2,049 | $58,149 | |
| 5 | REG |
Regency Centers Corp
|
227 | $18,100 | |
| 6 | SKT |
Tanger Inc.
|
407 | $16,064 | |
| 7 | ADC |
Agree Realty Corp
|
192 | $14,542 | |
| 8 | UE |
Urban Edge Properties
This page
|
395 | $9,037 |
All Filings in UE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,037 | 395 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,892 | 395 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,580 | 395 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $8,085 | 395 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,370 | 395 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,505 | 395 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,492 | 395 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,449 | 395 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,295 | 395 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,821 | 395 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,228 | 395 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,027 | 395 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,094 | 395 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,948 | 395 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,565 | 395 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,269 | 395 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||