BFEC
ELME

Benjamin F. Edwards & Company’s Elme Communities ELME Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2K Hold
110
– – ﹤0.01% 2029
2024
Q1 		$2K Hold
110
– – ﹤0.01% 2013
2023
Q4 		$2K Hold
110
– – ﹤0.01% 1981
2023
Q3 		$1K Sell
110
-16
-13% -$248 ﹤0.01% 1707
2023
Q2 		$2K Buy
126
+16
+15% +$264 ﹤0.01% 1662
2023
Q1 		$2K Hold
110
– – ﹤0.01% 1672
2022
Q4 		$2K Hold
110
– – ﹤0.01% 1719
2022
Q3 		$2K Hold
110
– – ﹤0.01% 1703
2022
Q2 		$2K Hold
110
– – ﹤0.01% 1677
2022
Q1 		$3K Hold
110
– – ﹤0.01% 1604
2021
Q4 		$3K Sell
110
-110
-50% -$2.81K ﹤0.01% 1590
2021
Q3 		$5K Buy
+220
New +$5.41K ﹤0.01% 1517

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Benjamin F. Edwards & Company's ELME Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Elme Communities (ELME) position steady in Q2 2024 at 110 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Benjamin F. Edwards & Company first reported a position in ELME in Q3 2021 and has held it in 12 quarters since. The position peaked at $5K in Q3 2021. 226 funds tracked by Wall St. Rank hold ELME as of Q2 2024.

  • Benjamin F. Edwards & Company held 110 shares of Elme Communities worth $2K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Elme Communities share count unchanged in Q2 2024.
  • Elme Communities made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2029 holding.
  • Benjamin F. Edwards & Company first reported a position in Elme Communities in Q3 2021 and has held it in 12 quarters since.
  • Benjamin F. Edwards & Company's Elme Communities position peaked at $5K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Elme Communities as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.