1IA
ELME

1620 Investment Advisors’s Elme Communities ELME Stock Holding History

1620 Investment Advisors’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$183 – 696
2024
Q4 		$183 Sell
12
-11,356
-100% -$188K ﹤0.01% 682
2024
Q3 		$200K Sell
11,368
-173
-1% -$2.94K 0.14% 155
2024
Q2 		$184K Buy
11,541
+270
+2% +$4.11K 0.14% 157
2024
Q1 		$157K Sell
11,271
-875
-7% -$12.2K 0.16% 134
2023
Q4 		$177K Sell
12,146
-2,326
-16% -$31.8K 0.19% 130
2023
Q3 		$197K Sell
14,472
-110
-0.8% -$1.7K 0.22% 132
2023
Q2 		$240K Sell
14,582
-153
-1% -$2.53K 0.26% 119
2023
Q1 		$263K Buy
14,735
+76
+0.5% +$1.39K 0.32% 107
2022
Q4 		$261K Buy
14,659
+279
+2% +$5.14K 0.32% 108
2022
Q3 		$253K Buy
14,380
+615
+4% +$12.6K 0.37% 95
2022
Q2 		$293K Buy
13,765
+685
+5% +$16.3K 0.4% 91
2022
Q1 		$338K Hold
13,080
– – 0.37% 93
2021
Q4 		$338K Buy
+13,080
New +$334K 0.38% 89

Other funds holding ELME

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return