Summit Global Investments

Position in UE — Urban Edge Properties

CIK 1697953 BOUNTIFUL, UT

Position in UE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$408,133

-$477,620 QoQ

Shares Held

17,838

-59.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#155

of 272 holders

Holding Since

Jun 2023

6 quarters on record

Real Estate · as of Jun 30, 2026

Summit Global Investments holds $2,735,949 across 5 REIT - Retail names. UE ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCPT	Four Corners Property Trust, Inc.	40,267	$988,554
2	EPRT	Essential Properties Realty Trust, Inc.	16,561	$494,345
3	SPG	Simon Property Group Inc.	2,210	$494,266
4	UE	Urban Edge Properties This page	17,838	$408,133
5	SKT	Tanger Inc.	8,884	$350,651

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,133	17,838	-59.8%	Shares	Sole	2026-08-03
2026-03-31	$885,753	44,332	+288.5%	Shares	Sole	2026-05-07
2025-12-31	$218,977	11,411	-0.7%	Shares	Sole	2026-02-18
2025-09-30	$235,200	11,490	-80.8%	Shares	Sole	2025-11-03
2025-06-30	$1,117,659	59,896	+47.5%	Shares	Sole	2025-08-12
2023-06-30	$626,458	40,600	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.