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

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return