Position in UE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$427,332
+$119,698 QoQ
Shares Held
21,388
+33.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026IEQ CAPITAL, LLC holds $34,440,921 across 10 REIT - Retail names. UE ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
389,438 | $16,368,079 | |
| 2 | FRT |
Federal Realty Investment Trust
|
123,910 | $13,160,481 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
48,569 | $1,544,494 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
36,204 | $1,391,319 | |
| 5 | SPG |
Simon Property Group Inc.
|
2,725 | $508,294 | |
| 6 | UE |
Urban Edge Properties
This page
|
21,388 | $427,332 | |
| 7 | SITC |
SITE Centers Corp.
|
62,640 | $338,256 | |
| 8 | O |
Realty Income Corp
|
4,058 | $248,268 |
All Filings in UE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,332 | 21,388 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $307,634 | 16,031 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $295,177 | 14,420 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||