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Equibles

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in UE — Urban Edge Properties

CIK 912938 Boston, MA
Back to UE Full portfolio

Position in UE

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$28,212,687
+$2,418,967 QoQ
Shares Held
1,233,072
-4.5% QoQ
Ownership
0.978%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 274 holders
Holding Since
Mar 2020
22 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, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,100,223,126 across 10 REIT - Retail names. UE ranks #9 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 923,713 $206,588,409
2 BRX
Brixmor Property Group Inc.
 6,378,046 $201,099,788
3 EPRT
Essential Properties Realty Trust, Inc.
 5,430,505 $162,100,571
4 NNN
Nnn REIT, Inc.
 2,558,445 $119,044,441
5 FRT
Federal Realty Investment Trust
 922,123 $113,826,860
6 AKR
Acadia Realty Trust
 4,825,446 $100,900,072
7 REG
Regency Centers Corp
 971,564 $77,472,512
8 KIM
Kimco Realty Corp
 2,676,079 $67,838,601

All Filings in UE

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,212,687 1,233,072
2026-03-31 $25,793,720 1,290,977
2025-12-31 $23,555,053 1,227,465
2025-09-30 $26,026,704 1,271,456
2025-06-30 $24,571,711 1,316,812
2025-03-31 $26,265,524 1,382,396
2024-12-31 $27,583,833 1,282,969
2023-09-30 $15,750,530 1,032,145
2023-06-30 $80,407,795 5,211,134
2023-03-31 $88,178,241 5,855,129
2022-12-31 $80,381,348 5,704,851
2022-09-30 $75,617,601 5,668,486
2022-06-30 $85,252,215 5,605,011
2022-03-31 $80,494,350 4,214,364
2021-12-31 $77,563,605 4,082,295
2021-09-30 $70,222,986 3,835,226
2021-06-30 $72,549,802 3,798,419
2021-03-31 $68,109,860 4,122,873
2020-12-31 $99,143,702 7,661,801
2020-09-30 $77,090,290 7,931,100
2020-06-30 $92,465,067 7,789,812
2020-03-31 $53,180,867 6,036,421