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
2014
Q2 		– Sell
-25,300
Closed -$604K – 4715
2014
Q1 		$604K Buy
+25,300
New +$598K ﹤0.01% 1943

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
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.