ACTION POINT FINANCIAL PLANNING, LLC
Position in UE — Urban Edge Properties
CIK 2116119
GRAND RAPIDS, MI
Position in UE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$777
New position
Shares Held
34
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 272 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $106,991 across 10 REIT - Retail names. UE ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
588 | $36,428 | |
| 2 | SPG |
Simon Property Group Inc.
|
156 | $34,884 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452 | $21,028 | |
| 4 | ADC |
Agree Realty Corp
|
91 | $6,891 | |
| 5 | REG |
Regency Centers Corp
|
27 | $2,152 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
70 | $2,088 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
50 | $1,227 | |
| 8 | UE |
Urban Edge Properties
This page
|
34 | $777 |
All Filings in UE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777 | 34 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||