UE β€” URBAN EDGE PPTYS

Ownership history in Vert Asset Management LLC  Β·  4 quarters on record

AI Ownership Summary

Vert Asset Management LLC reported URBAN EDGE PPTYS (UE) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q3. The latest visible filing shows UE at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vert Asset Management LLC's position in URBAN EDGE PPTYS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UE was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vert Asset Management LLC held UE β€” position size vs. price
% of Fund (quarterly)    UE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 53,474 +1,511 +2.9% 0.34% $1.0M 2026-02-14 (Est.) $20.56
2025 Q3 ADDED 51,963 +1,687 +3.4% 0.36% $1.1M 2025-10-29 $19.35
2025 Q2 REDUCED 50,276 -3,924 -7.2% 0.34% $938K 2025-07-18 $18.72
2025 Q1 INITIATED 54,200 β€” β€” 0.35% $1.0M 2025-04-14 $16.70

FAQ About Vert Asset Management LLC and UE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vert Asset Management LLC reported owning UE?

Vert Asset Management LLC reported UE across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported UE position in Vert Asset Management LLC's portfolio?

The largest reported portfolio weight for UE was 0.36% in 2025 Q3.

What is the latest reported UE position on this page?

The most recent filing on this page is 2025 Q4, when Vert Asset Management LLC reported 53,474 shares, equal to 0.34% of portfolio, with an estimated market value of $1.0M.

What does the chart on this UE ownership page compare?

The chart compares Vert Asset Management LLC's quarterly UE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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