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	–	695
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

ALM

Argosy-Lionbridge Management New York $159M AUM 2.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

1620 Investment Advisors's ELME Position: Q1 2025 in Review

1620 Investment Advisors sold out of Elme Communities (ELME) in Q1 2025, closing a stake of 12 shares — an estimated $183 sold.

1620 Investment Advisors first reported a position in ELME in Q4 2021 and held it in 13 quarters. The position peaked at $338K in Q1 2022. 259 funds tracked by Wall St. Rank hold ELME as of Q1 2025.

1620 Investment Advisors reported no remaining Elme Communities position as of Q1 2025 after selling out during the quarter.
1620 Investment Advisors sold 12 Elme Communities shares in Q1 2025, an estimated $183.
1620 Investment Advisors first reported a position in Elme Communities in Q4 2021 and held it in 13 quarters.
1620 Investment Advisors's Elme Communities position peaked at $338K in Q1 2022.
259 funds tracked by Wall St. Rank held Elme Communities as of Q1 2025.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.