Position in UE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,722
+$287 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 272 holders
Holding Since
Mar 2023
4 quarters on record
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $5,561,447 across 7 REIT - Retail names. UE ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
73,001 | $3,038,301 | |
| 2 | O |
Realty Income Corp
|
32,555 | $2,017,107 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 4 | NNN |
Nnn REIT, Inc.
|
4,381 | $203,847 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,318 | $37,404 | |
| 6 | KIM |
Kimco Realty Corp
|
395 | $10,013 | |
| 7 | UE |
Urban Edge Properties
This page
|
119 | $2,722 |
All Filings in UE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,722 | 119 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $2,435 | 119 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,220 | 119 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $1,792 | 119 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||