BRWA
ELME

B. Riley Wealth Advisors’s Elme Communities ELME Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-40,000
Closed -$696K – 1135
2025
Q1 		$696K Buy
+40,000
New +$645K 0.02% 635
2024
Q4 		– Sell
-40,000
Closed -$690K – 1184
2024
Q3 		$690K Sell
40,000
-357
-0.9% -$6.07K 0.02% 614
2024
Q2 		$650K Buy
40,357
+329
+0.8% +$5.01K 0.02% 692
2024
Q1 		$553K Sell
40,028
-480
-1% -$6.69K 0.02% 745
2023
Q4 		$599K Buy
40,508
+480
+1% +$6.56K 0.02% 722
2023
Q3 		$553K Buy
40,028
+27
+0.1% +$418 0.02% 745
2023
Q2 		$665K Buy
+40,001
New +$661K 0.01% 737

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $159M AUM 2.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

B. Riley Wealth Advisors's ELME Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Elme Communities (ELME) in Q2 2025, closing a stake of 40,000 shares — an estimated $696K sold.

B. Riley Wealth Advisors first reported a position in ELME in Q2 2023 and held it in 7 quarters. The position peaked at $696K in Q1 2025. 261 funds tracked by Wall St. Rank hold ELME as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Elme Communities position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 40,000 Elme Communities shares in Q2 2025, an estimated $696K.
  • B. Riley Wealth Advisors first reported a position in Elme Communities in Q2 2023 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Elme Communities position peaked at $696K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Elme Communities as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.