Corient Private Wealth
ELME

Corient Private Wealth’s Elme Communities ELME Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-11,217
Closed -$171K – 2331
2024
Q4 		$171K Buy
11,217
+142
+1% +$2.35K ﹤0.01% 2157
2024
Q3 		$195K Sell
11,075
-5
-0% -$85 ﹤0.01% 2229
2024
Q2 		$176K Buy
11,080
+371
+3% +$5.65K ﹤0.01% 2138
2024
Q1 		$149K Sell
10,709
-1,788
-14% -$24.9K ﹤0.01% 2137
2023
Q4 		$182K Sell
12,497
-17,664
-59% -$241K ﹤0.01% 2094
2023
Q3 		$411K Buy
30,161
+16,535
+121% +$256K ﹤0.01% 1589
2023
Q2 		$224K Buy
13,626
+2,252
+20% +$37.2K ﹤0.01% 1821
2023
Q1 		$203K Buy
+11,374
New +$208K ﹤0.01% 1797

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $159M AUM 2.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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

Corient Private Wealth's ELME Position: Q1 2025 in Review

Corient Private Wealth sold out of Elme Communities (ELME) in Q1 2025, closing a stake of 11,217 shares — an estimated $171K sold.

Corient Private Wealth first reported a position in ELME in Q1 2023 and held it in 8 quarters. The position peaked at $411K in Q3 2023. 259 funds tracked by Wall St. Rank hold ELME as of Q1 2025.

  • Corient Private Wealth reported no remaining Elme Communities position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 11,217 Elme Communities shares in Q1 2025, an estimated $171K.
  • Corient Private Wealth first reported a position in Elme Communities in Q1 2023 and held it in 8 quarters.
  • Corient Private Wealth's Elme Communities position peaked at $411K in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Elme Communities as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.