Position in UE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$273,049
+$34,608 QoQ
Shares Held
11,934
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 272 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ZWJ INVESTMENT COUNSEL INC holds $2,899,738 across 3 REIT - Retail names. UE ranks #2 (9.4% 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 | $273,049 | 11,934 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $238,441 | 11,934 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $250,256 | 13,041 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $247,687 | 12,100 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $208,338 | 11,165 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $219,803 | 10,276 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||