Position in UE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,293,576
+$1,072,660 QoQ
Shares Held
143,950
+29.5% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#58
of 272 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $18,596,936 across 10 REIT - Retail names. UE ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
87,770 | $3,652,987 | |
| 2 | CBL |
Cbl & Associates Properties Inc
|
68,681 | $3,646,274 | |
| 3 | UE |
Urban Edge Properties
This page
|
143,950 | $3,293,576 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
81,695 | $2,892,003 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
70,600 | $1,733,230 | |
| 6 | KRG |
Kite Realty Group Trust
|
60,600 | $1,719,828 | |
| 7 | ALX |
Alexanders Inc
|
2,551 | $702,953 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
17,021 | $353,355 |
All Filings in UE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,293,576 | 143,950 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,220,916 | 111,157 | Shares | Sole | 2026-05-13 | |
| 2021-09-30 | $507,589 | 27,722 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||