Position in UE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$358,049
+$45,382 QoQ
Shares Held
15,649
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#164
of 272 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $1,976,119 across 3 REIT - Retail names. UE ranks #3 (18.1% of the industry book) .
All Filings in UE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,049 | 15,649 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $312,667 | 15,649 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $299,882 | 15,627 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $319,884 | 15,627 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $257,713 | 13,811 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $262,409 | 13,811 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||