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ALTFEST L J & CO INC → UE

ALTFEST L J & CO INC UE Position History

Urban Edge Properties • Real Estate

Quarters held
4
Latest value
$402K
Q3 2026
Peak value
$471K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$395K
Q1 2026$412K
Q2 2026$471K
Q3 2026$402K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$402K20.6K——
Q2 2026$471K20.6K——
Q1 2026$412K20.6K——
Q4 2025$395K20.6K——

Other funds holding UE

Other ALTFEST L J & CO INC positions

ETHA

INVESCO EXCH TRADED FD TR II

$58M
ETHA

INVESCO EXCH TRADED FD TR II

$58M
VGES

VANGUARD MALVERN FDS

$52.9M
VGES

VANGUARD MALVERN FDS

$50.2M
ETHA

INVESCO EXCH TRADED FD TR II

$48.9M
ETHA

INVESCO EXCH TRADED FD TR II

$46.3M
VGES

VANGUARD MALVERN FDS

$42.8M
FPF

FIRST TR EXCHANGE-TRADED FD

$41.9M