BIA
ELME

Beacon Investment Advisors’s Elme Communities ELME Stock Holding History

Beacon 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
Q3 		– Sell
-10,250
Closed -$164K – 166
2025
Q2 		$164K Sell
10,250
-3
-0% -$48 0.07% 155
2025
Q1 		$178K Sell
10,253
-75
-0.7% -$1.21K 0.08% 148
2024
Q4 		$158K Sell
10,328
-1,551
-13% -$25.7K 0.07% 148
2024
Q3 		$209K Buy
11,879
+85
+0.7% +$1.44K 0.1% 144
2024
Q2 		$188K Sell
11,794
-1,640
-12% -$25K 0.1% 143
2024
Q1 		$187K Sell
13,434
-334
-2% -$4.66K 0.11% 126
2023
Q4 		$201K Buy
13,768
+123
+0.9% +$1.68K 0.13% 120
2023
Q3 		$186K Buy
13,645
+98
+0.7% +$1.52K 0.13% 119
2023
Q2 		$223K Sell
13,547
-1,103
-8% -$18.2K 0.15% 117
2023
Q1 		$262K Buy
14,650
+189
+1% +$3.46K 0.19% 113
2022
Q4 		$257K Buy
+14,461
New +$267K 0.22% 109

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 $1.88T AUM 44.46% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Investment Advisors's ELME Position: Q3 2025 in Review

Beacon Investment Advisors sold out of Elme Communities (ELME) in Q3 2025, closing a stake of 10,250 shares — an estimated $164K sold.

Beacon Investment Advisors first reported a position in ELME in Q4 2022 and held it in 11 quarters. The position peaked at $262K in Q1 2023. 270 funds tracked by Wall St. Rank hold ELME as of Q3 2025.

  • Beacon Investment Advisors reported no remaining Elme Communities position as of Q3 2025 after selling out during the quarter.
  • Beacon Investment Advisors sold 10,250 Elme Communities shares in Q3 2025, an estimated $164K.
  • Beacon Investment Advisors first reported a position in Elme Communities in Q4 2022 and held it in 11 quarters.
  • Beacon Investment Advisors's Elme Communities position peaked at $262K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Elme Communities as of Q3 2025.

Based on Beacon Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.