Position in UE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,782,469
+$278,218 QoQ
Shares Held
209,024
-7.3% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $920,920,591 across 25 REIT - Retail names. UE ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,364,286 | $305,122,561 | |
| 2 | FRT |
Federal Realty Investment Trust
|
874,763 | $103,894,494 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
3,061,744 | $96,536,785 | |
| 4 | O |
Realty Income Corp
|
1,317,891 | $81,656,524 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,703,098 | $48,333,918 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
946,006 | $39,372,768 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,266,681 | $37,810,426 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
1,166,624 | $28,640,616 |
All Filings in UE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,782,469 | 209,024 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,504,251 | 225,438 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,553,863 | 237,304 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,335,177 | 260,634 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,834,701 | 312,685 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,304,504 | 331,816 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,279,018 | 338,559 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,657,041 | 357,973 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,392,748 | 454,399 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,408,760 | 428,996 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,999,808 | 437,148 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,038,384 | 461,231 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,915,650 | 513,004 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,993,862 | 530,801 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $7,469,616 | 530,136 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,604,973 | 570,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,949,018 | 522,618 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,987,523 | 470,551 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,258,291 | 171,489 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,265,239 | 178,331 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,759,280 | 196,821 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,365,569 | 203,727 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,710,852 | 209,494 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,652,066 | 375,727 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,767,466 | 401,640 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,021,609 | 342,975 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||