CA
ELME

Clearstead Advisors’s Elme Communities ELME Stock Holding History

Clearstead 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
2023
Q4 		– Sell
-1,038
Closed -$14.2K – 1555
2023
Q3 		$14.2K Buy
+1,038
New +$16.1K ﹤0.01% 1071
2022
Q3 		– Sell
-1,250
Closed -$27K – 1273
2022
Q2 		$27K Hold
1,250
– – ﹤0.01% 734
2022
Q1 		$32K Hold
1,250
– – ﹤0.01% 764
2021
Q4 		$32K Hold
1,250
– – ﹤0.01% 728
2021
Q3 		$31K Hold
1,250
– – ﹤0.01% 694
2021
Q2 		$29K Hold
1,250
– – ﹤0.01% 641
2021
Q1 		$28K Hold
1,250
– – ﹤0.01% 618
2020
Q4 		$27K Hold
1,250
– – ﹤0.01% 585
2020
Q3 		$25K Hold
1,250
– – ﹤0.01% 561
2020
Q2 		$28K Hold
1,250
– – ﹤0.01% 492
2020
Q1 		$30K Buy
+1,250
New +$35.5K ﹤0.01% 460

Other funds holding ELME

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return