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Creative Planning UE Position History
Urban Edge Properties • Real Estate
Quarters held
7
Latest value
$677K
Q3 2026
Peak value
$677K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $375K |
| Q4 2025 | $332K |
| Q1 2026 | $331K |
| Q2 2026 | $2K |
| Q2 2026 | $478K |
| Q3 2026 | $2K |
| Q3 2026 | $677K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $677K | 34.7K | — | — |
| Q3 2026 | $2K | 95 | — | — |
| Q2 2026 | $478K | 20.9K | — | — |
| Q2 2026 | $2K | 95 | — | — |
| Q1 2026 | $331K | 16.6K | — | — |
| Q4 2025 | $332K | 17.3K | — | — |
| Q3 2025 | $375K | 18.3K | — | — |
Other funds holding UE
$396.9M
$379.7M
$377.9M
$370.8M
$260.6M
$255.7M
$241.8M
$165.9M