Cary Street Partners Investment Advisory’s Elme Communities ELME Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-8,450	Closed	-$115K	–	941
2023 Q3	$115K	Sell	8,450 -1,750	-17%	-$27.1K	0.01%	671
2023 Q2	$168K	Sell	10,200 -2,000	-16%	-$33K	0.01%	554
2023 Q1	$218K	Sell	12,200 -600	-5%	-$11K	0.02%	456
2022 Q4	$228K	Sell	12,800 -500	-4%	-$9.21K	0.02%	443
2022 Q3	$234K	Buy	13,300 +100	+0.8%	+$2.04K	0.02%	422
2022 Q2	$281K	Buy	+13,200	New	+$314K	0.02%	369

Other funds holding ELME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's ELME Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Elme Communities (ELME) in Q4 2023, closing a stake of 8,450 shares — an estimated $115K sold.

Cary Street Partners Investment Advisory first reported a position in ELME in Q2 2022 and held it in 6 quarters. The position peaked at $281K in Q2 2022. 227 funds tracked by Wall St. Rank hold ELME as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Elme Communities position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 8,450 Elme Communities shares in Q4 2023, an estimated $115K.
Cary Street Partners Investment Advisory first reported a position in Elme Communities in Q2 2022 and held it in 6 quarters.
Cary Street Partners Investment Advisory's Elme Communities position peaked at $281K in Q2 2022.
227 funds tracked by Wall St. Rank held Elme Communities as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.