CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in UE — Urban Edge Properties
CIK 1766904
RICHMOND, VA
Position in UE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,738
+$126 QoQ
Shares Held
76
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 272 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $217,654 across 5 REIT - Retail names. UE ranks #4 (0.8% of the industry book) .
All Filings in UE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738 | 76 | Shares | Other | 2026-07-17 | |
| 2024-12-31 | $1,612 | 75 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $206,092 | 9,635 | Shares | Other | 2024-10-30 | |
| 2023-09-30 | $145,885 | 9,560 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $147,510 | 9,560 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $143,973 | 9,560 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $134,700 | 9,560 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $145,407 | 9,560 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||