Position in UE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,582,623
-$591,051 QoQ
Shares Held
418,821
-17.7% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $3,189,718,397 across 26 REIT - Retail names. UE ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,276,720 | $956,488,418 | |
| 2 | REG |
Regency Centers Corp
|
6,158,434 | $491,073,520 | |
| 3 | O |
Realty Income Corp
|
6,221,941 | $385,511,455 | |
| 4 | KIM |
Kimco Realty Corp
|
13,946,695 | $353,548,712 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,520,856 | $187,734,459 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,414,562 | $112,349,568 | |
| 7 | KRG |
Kite Realty Group Trust
|
3,657,831 | $103,809,238 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,259,724 | $102,779,094 |
All Filings in UE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,582,623 | 418,821 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,173,674 | 509,193 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,785,353 | 457,809 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,312,599 | 454,939 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $8,757,677 | 469,329 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,854,502 | 518,658 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $18,491,375 | 860,064 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,216,340 | 571,124 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $9,513,157 | 515,060 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $9,385,206 | 543,440 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $9,998,862 | 546,386 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,768,003 | 377,982 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,931,061 | 449,194 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,542,891 | 368,054 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $6,185,719 | 439,015 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,385,202 | 478,651 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,666,914 | 569,817 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,744,683 | 614,905 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $16,024,391 | 843,389 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,044,811 | 876,287 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,228,712 | 1,163,807 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $23,806,937 | 1,441,098 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $19,110,515 | 1,476,856 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $11,705,513 | 1,204,271 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,254,123 | 1,369,345 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $15,205,811 | 1,725,972 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||