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	–	2129
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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management's ELME Position: Q1 2024 in Review

Envestnet Asset Management sold out of Elme Communities (ELME) in Q1 2024, closing a stake of 12,027 shares — an estimated $176K sold.

Envestnet Asset Management first reported a position in ELME in Q4 2013 and held it in 6 quarters. The position peaked at $176K in Q4 2023. 225 funds tracked by Wall St. Rank hold ELME as of Q1 2024.

Envestnet Asset Management reported no remaining Elme Communities position as of Q1 2024 after selling out during the quarter.
Envestnet Asset Management sold 12,027 Elme Communities shares in Q1 2024, an estimated $176K.
Envestnet Asset Management first reported a position in Elme Communities in Q4 2013 and held it in 6 quarters.
Envestnet Asset Management's Elme Communities position peaked at $176K in Q4 2023.
225 funds tracked by Wall St. Rank held Elme Communities as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.