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Equibles

DIMENSIONAL FUND ADVISORS LP

Position in UE — Urban Edge Properties

CIK 354204 AUSTIN, TX
Back to UE Full portfolio

Position in UE

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$43,135,226
+$5,826,436 QoQ
Shares Held
1,885,281
+1.0% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 92% Shared 7% None 1%

Common Shares in UE Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,639,941,684 across 25 REIT - Retail names. UE ranks #15 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 4,552,481 $1,018,162,373
2 O
Realty Income Corp
 13,479,666 $835,200,102
3 KIM
Kimco Realty Corp
 10,581,679 $268,245,560
4 REG
Regency Centers Corp
 2,680,213 $213,720,182
5 FRT
Federal Realty Investment Trust
 1,285,647 $158,700,263
6 BRX
Brixmor Property Group Inc.
 4,775,514 $150,571,954
7 ADC
Agree Realty Corp
 1,794,541 $135,918,533
8 NNN
Nnn REIT, Inc.
 2,818,943 $131,165,416

All Filings in UE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $43,135,226 1,885,281
2026-03-31 $37,308,790 1,867,307
2025-12-31 $35,056,712 1,826,822
2025-09-30 $37,093,561 1,812,094
2025-06-30 $33,651,161 1,803,385
2025-03-31 $34,353,216 1,808,064
2024-12-31 $37,986,435 1,766,811
2024-09-30 $37,576,430 1,756,729
2024-06-30 $32,452,600 1,757,044
2024-03-31 $28,320,933 1,639,892
2023-12-31 $30,059,102 1,642,574
2023-09-30 $25,099,844 1,644,813
2023-06-30 $25,266,624 1,637,500
2023-03-31 $24,262,095 1,611,029
2022-12-31 $21,702,190 1,540,255
2022-09-30 $21,962,799 1,646,387
2022-06-30 $26,836,690 1,764,411
2022-03-31 $33,822,451 1,770,809
2021-12-31 $34,773,838 1,830,202
2021-09-30 $34,051,052 1,859,697
2021-06-30 $35,549,913 1,861,252
2021-03-31 $31,129,511 1,884,353
2020-12-31 $25,257,029 1,951,857
2020-09-30 $19,356,320 1,991,391
2020-06-30 $22,146,274 1,865,735
2020-03-31 $16,649,085 1,889,794