UE at a glance
Urban Edge Properties (UE, SEC CIK 1611547) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as May 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Urban Edge Properties (UE) reported revenue of $471.9 million (up 6.1% from FY2024) and net income of $93.5 million. Diluted EPS was $0.74.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Urban Edge Properties (UE) shares worth $2.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Olson Jeffrey S on May 11, 2026 of 19,034 shares at $21.62 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $471.9M
- +6.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $2.0B · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Ownership, management, acquisition, development, and redevelopment of retail real estate
- Portfolio includes 69 shopping centers, 2 outlet centers, and 2 malls totaling 17.2 million sf gross leasable area
- Consolidated occupancy rate at 90.1%, reflecting portfolio utilization
- Primary geographic focus on Washington, D.C. to Boston corridor
- Filing emphasizes structure with Urban Edge Properties LP as majority-owned subsidiary holding all assets
Risk Factors
- Regulatory risk from loan modification under commercial mortgage-backed securities, including $1.0 million loss on Shops at Caguas loan modification
- Macroeconomic exposure from increased common area maintenance and utilities expenses by $6.6 million impacting property operating costs
- Operational risk in redevelopment projects causing $20.3 million accelerated depreciation on buildings taken out of service in 2024
- Market disruption risk from foreclosed Kingswood Center leading to $2.9 million interest expense decrease and $21.7 million 2024 debt extinguishment gain
- Financial risk due to new financings and refinancings raising interest and debt expense by $4.9 million since Q4 2024
Management Discussion & Analysis
- Same-property NOI $241.6M, up 4.3% YoY; including redevelopment properties $267.1M, up 5.0% YoY
- Net income $97.5M vs $75.4M, FFO stable at $186.4M vs $186.7M; NOI $289.6M vs $273.3M
- Best segment: same-property NOI growth $10.0M (+4.3%); no distinct worst segment detailed
- Dividends $0.76/share annually; unsecured line of credit $800M, $0 drawn, amended to $700M with $250M new term loans
- Management extended credit facility maturity to 2030; maintaining REIT status and liquidity focus; risks include tenant payment ability and market conditions
AI summary of the UE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, cash-flow, cash-position, or capital-deployment figures provided
- Near-term headwinds: inflation, tariffs, capital-market disruption, tenant bankruptcies, e-commerce, and higher borrowing costs
- Additional risks: lease renewals, acquisition execution, development costs, climate events, cybersecurity breaches, and REIT qualification
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No newly added, updated, regulatory, operational, or financial risks identifiable from the available text
AI summary of the UE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Q2 and first-half 2026 financial results announced for periods ended June 30, 2026
- Earnings Press Release and Supplemental Disclosure Package available on Urban Edge’s website
Item 2.02: Results of Operations and Financial Condition
- Second-quarter and first-half 2026 results announced for periods ended June 30, 2026
- Earnings Press Release and Supplemental Disclosure Package furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- 2Q26 FFO as Adjusted rose to $0.40 per share from $0.36, supported by lease commencements, recoveries, terminations and acquisitions
- 2026 FFO as Adjusted guidance increased to $1.50-$1.54 per share, with midpoint up $0.02 to $1.52
Item 5.07: Submission of Matters to a Vote of Security Holders
- 94.92% shareholder participation, providing strong voting mandate for annual governance decisions
- All eight trustee nominees elected through 2027, with Norman K. Jenkins receiving the highest opposition at 8,124,058 votes
Item 7.01: Regulation FD Disclosure
- Q1 2026 financial results for three months ended March 31, 2026
- Earnings Press Release and Supplemental Disclosure Package available on Urban Edge’s website
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026 announced April 29, 2026
- Earnings Press Release and Supplemental Disclosure Package furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- 1Q26 FFO as Adjusted $0.36 per share, up from $0.35; $8.4 million reimbursement contributed $0.06 per share
- Same-property NOI grew 2.4%, while leased occupancy declined 30 basis points to 96.4%
AI summaries of UE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Olson Jeffrey S | Sell | May 11, 2026 | 19,034 | $21.62 |
| Olson Jeffrey S | Sell | May 8, 2026 | 161,553 | $21.73 |
| Olson Jeffrey S | C | May 7, 2026 | 180,587 | - |
| Olson Jeffrey S | C | May 7, 2026 | 49,032 | - |
| Olson Jeffrey S | C | May 7, 2026 | 2,725 | - |
| Drazin Andrea Rosenthal | D | May 7, 2026 | 1,815 | $21.95 |
| Olson Jeffrey S | C | May 7, 2026 | 128,830 | - |
| GRAPSTEIN STEVEN H | A | May 6, 2026 | 7,138 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $416.9M | $445.0M | $471.9M | |
| Net Income | $248.5M | $72.6M | $93.5M | |
| Net Margin | 59.6% | 16.3% | 19.8% | |
| Balance Sheet | ||||
| Total Assets | $3.3B | $3.3B | $3.3B | |
| Equity | $1.2B | $1.4B | $1.4B | |
| ROE | 20.3% | 5.3% | 6.8% | |
| Per Share | ||||
| EPS | $2.11 | $0.60 | $0.74 | |
| Cash Flow | ||||
| Operating CF | $163.0M | $153.2M | $182.7M | |
Source: XBRL data in Urban Edge Properties (UE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.01B |
| Q1 2026 | 31 | $1.75B |
| Q4 2025 | 28 | $1.69B |
| Q3 2025 | 29 | $1.80B |
| Q2 2025 | 30 | $1.61B |
| Q1 2025 | 27 | $1.16B |
| Q4 2024 | 23 | $1.20B |
| Q3 2024 | 20 | $490.0M |
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- Citadel Advisors LLC−1.47M (-67%)
- WESTWOOD HOLDINGS GROUP INC−520.2K (-15%)
- Goldman Sachs Group−471.8K (-41%)
- FMR LLC (Fidelity)−460.8K (-2%)
- BNY Mellon−152.8K (-12%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 10-K | Feb 11, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 11, 2026 | - | - | |
| 8-K | Feb 11, 2026 | - | - | |
| SC 13G | Feb 5, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - |
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UE SEC filings: frequently asked questions
Which institutions hold UE stock?
As of June 30, 2026, the largest Urban Edge Properties (UE) holders among the 13F filers tracked by SignalX were BlackRock ($523.7 million), FMR LLC (Fidelity) ($421.7 million), Vanguard Portfolio Management LLC ($329.1 million), State Street Corp ($165.9 million), Vanguard Capital Management LLC ($129.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Urban Edge Properties (UE) reported revenue of $471.9 million (up 6.1% from FY2024) and net income of $93.5 million. Diluted EPS was $0.74. The figures come from the XBRL data in the 10-K.
What are the main risks in UE's latest 10-K?
In the 10-K filed February 11, 2026, Urban Edge Properties (UE) flagged: Regulatory risk from loan modification under commercial mortgage-backed securities, including $1.0 million loss on Shops at Caguas loan modification. Macroeconomic exposure from increased common area maintenance and utilities expenses by $6.6 million impacting property operating costs. (AI summary of the Risk Factors section.)
What did UE report in its latest 8-K?
Urban Edge Properties (UE) filed an 8-K on August 6, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half 2026 financial results announced for periods ended June 30, 2026.
What are the latest UE SEC filings?
Urban Edge Properties (UE) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on May 12, 2026.
What is UE's SEC CIK number?
Urban Edge Properties (UE)'s SEC Central Index Key (CIK) is 1611547. EDGAR lists every UE filing under that number.
Ask anything about UE
The research agent reads UE's filings, financials, insider trades and 13F holders, then answers with sources.