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
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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return