Envestnet Asset Management
ELME

Envestnet Asset Management’s Elme Communities ELME Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-12,027
Closed -$176K – 4210
2023
Q4 		$176K Buy
+12,027
New +$164K ﹤0.01% 3854
2015
Q1 		– Sell
-194
Closed -$5K – 2131
2014
Q4 		$5K Sell
194
-244
-56% -$6.63K ﹤0.01% 2130
2014
Q3 		$11K Buy
438
+63
+17% +$1.68K ﹤0.01% 2086
2014
Q2 		$10K Sell
375
-10
-3% -$250 ﹤0.01% 2029
2014
Q1 		$9K Buy
385
+135
+54% +$3.19K ﹤0.01% 1914
2013
Q4 		$6K Buy
+250
New +$6.17K ﹤0.01% 1931

Other funds holding ELME

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return