Bank of Montreal
ELME

Bank of Montreal’s Elme Communities ELME Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-39,401
Closed -$626K – 3599
2025
Q2 		$626K Sell
39,401
-3,205
-8% -$50.9K ﹤0.01% 2150
2025
Q1 		$741K Sell
42,606
-84,076
-66% -$1.36M ﹤0.01% 1962
2024
Q4 		$1.93M Buy
126,682
+22,150
+21% +$366K ﹤0.01% 1566
2024
Q3 		$1.83M Buy
104,532
+15,481
+17% +$263K ﹤0.01% 1737
2024
Q2 		$1.42M Buy
+89,051
New +$1.36M ﹤0.01% 1835
2023
Q2 		– Sell
-11,673
Closed -$208K – 4049
2023
Q1 		$208K Buy
+11,673
New +$214K ﹤0.01% 2992
2022
Q2 		– Sell
-23,960
Closed -$620K – 4171
2022
Q1 		$620K Buy
23,960
+614
+3% +$15.1K ﹤0.01% 2677
2021
Q4 		$604K Sell
23,346
-32,606
-58% -$833K ﹤0.01% 2258
2021
Q3 		$1.42M Buy
55,952
+12,263
+28% +$302K ﹤0.01% 2277
2021
Q2 		$1.02M Buy
43,689
+21,269
+95% +$500K ﹤0.01% 2474
2021
Q1 		$512K Buy
22,420
+2,166
+11% +$49.4K ﹤0.01% 2623
2020
Q4 		$428K Sell
20,254
-3,694
-15% -$79.1K ﹤0.01% 2793
2020
Q3 		$508K Sell
23,948
-5,142
-18% -$112K ﹤0.01% 2329
2020
Q2 		$622K Buy
29,090
+12,996
+81% +$289K ﹤0.01% 2149
2020
Q1 		$345K Buy
16,094
+8,623
+115% +$245K ﹤0.01% 2138
2019
Q4 		$218K Sell
7,471
-19,262
-72% -$573K ﹤0.01% 3115
2019
Q3 		$731K Buy
26,733
+3,390
+15% +$91.6K ﹤0.01% 2222
2019
Q2 		$624K Buy
23,343
+7,456
+47% +$207K ﹤0.01% 2294
2019
Q1 		$452K Buy
15,887
+88
+0.6% +$2.29K ﹤0.01% 2353
2018
Q4 		$363K Buy
15,799
+15,258
+2,820% +$420K ﹤0.01% 2311
2018
Q3 		$17K Sell
541
-11,485
-96% -$353K ﹤0.01% 3757
2018
Q2 		$365K Sell
12,026
-83,940
-87% -$2.4M ﹤0.01% 2476
2018
Q1 		$2.62M Buy
95,966
+83,400
+664% +$2.28M ﹤0.01% 1446
2017
Q4 		$391K Sell
12,566
-7,000
-36% -$227K ﹤0.01% 2389
2017
Q3 		$641K Sell
19,566
-25,419
-57% -$828K ﹤0.01% 2162
2017
Q2 		$1.44M Sell
44,985
-114,025
-72% -$3.66M ﹤0.01% 1805
2017
Q1 		$4.97M Sell
159,010
-11,956
-7% -$381K ﹤0.01% 1073
2016
Q4 		$5.31M Buy
170,966
+93,420
+120% +$2.85M 0.01% 1052
2016
Q3 		$2.41M Buy
77,546
+26,716
+53% +$868K ﹤0.01% 1405
2016
Q2 		$1.6M Buy
50,830
+43,338
+578% +$1.28M ﹤0.01% 1612
2016
Q1 		$219K Buy
7,492
+2,766
+59% +$72.8K ﹤0.01% 2411
2015
Q4 		$127K Hold
4,726
– – ﹤0.01% 2657
2015
Q3 		$118K Sell
4,726
-417
-8% -$10.8K ﹤0.01% 2534
2015
Q2 		$133K Hold
5,143
– – ﹤0.01% 2597
2015
Q1 		$143K Sell
5,143
-4,736
-48% -$134K ﹤0.01% 2489
2014
Q4 		$273K Buy
9,879
+4,186
+74% +$114K ﹤0.01% 2349
2014
Q3 		$145K Buy
5,693
+235
+4% +$6.27K ﹤0.01% 2666
2014
Q2 		$142K Sell
5,458
-2,279
-29% -$57K ﹤0.01% 2661
2014
Q1 		$185K Buy
7,737
+7,500
+3,165% +$177K ﹤0.01% 2535
2013
Q4 		$6K Hold
237
– – ﹤0.01% 3504
2013
Q3 		$6K Hold
237
– – ﹤0.01% 3536
2013
Q2 		$6K Buy
+237
New +$6.66K ﹤0.01% 3407

Other funds holding ELME

BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of Montreal's ELME Position: Q3 2025 in Review

Bank of Montreal sold out of Elme Communities (ELME) in Q3 2025, closing a stake of 39,401 shares — an estimated $626K sold.

Bank of Montreal first reported a position in ELME in Q2 2013 and held it in 42 quarters. The position peaked at $5.31M in Q4 2016. 270 funds tracked by Wall St. Rank hold ELME as of Q3 2025.

  • Bank of Montreal reported no remaining Elme Communities position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 39,401 Elme Communities shares in Q3 2025, an estimated $626K.
  • Bank of Montreal first reported a position in Elme Communities in Q2 2013 and held it in 42 quarters.
  • Bank of Montreal's Elme Communities position peaked at $5.31M in Q4 2016.
  • 270 funds tracked by Wall St. Rank held Elme Communities as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.