Everence Capital Management’s Elme Communities ELME Stock Holding History

Everence Capital 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 Q4	–	Sell	-17,640	Closed	-$310K	–	885
2024 Q3	$310K	Hold	17,640	–	–	0.02%	574
2024 Q2	$267K	Hold	17,640	–	–	0.02%	575
2024 Q1	$246K	Buy	+17,640	New	+$246K	0.02%	640
2022 Q4	–	Sell	-21,530	Closed	-$378K	–	761
2022 Q3	$378K	Hold	21,530	–	–	0.03%	433
2022 Q2	$459K	Hold	21,530	–	–	0.04%	370
2022 Q1	$549K	Hold	21,530	–	–	0.04%	363
2021 Q4	$557K	Hold	21,530	–	–	0.04%	374
2021 Q3	$533K	Buy	21,530 +12,020	+126%	+$296K	0.04%	374
2021 Q2	$219K	Hold	9,510	–	–	0.02%	669
2021 Q1	$210K	Sell	9,510 -6,280	-40%	-$143K	0.02%	674
2020 Q4	$342K	Hold	15,790	–	–	0.03%	464
2020 Q3	$318K	Hold	15,790	–	–	0.04%	442
2020 Q2	$346K	Hold	15,790	–	–	0.04%	411
2020 Q1	$377K	Buy	15,790 +3,870	+32%	+$110K	0.05%	315
2019 Q4	$348K	Buy	11,920 +3,800	+47%	+$113K	0.05%	427
2019 Q3	$222K	Hold	8,120	–	–	0.04%	526
2019 Q2	$217K	Buy	+8,120	New	+$225K	0.04%	535

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

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

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

TIM

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

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

HCM

HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return

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

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

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

Everence Capital Management's ELME Position: Q4 2024 in Review

Everence Capital Management sold out of Elme Communities (ELME) in Q4 2024, closing a stake of 17,640 shares — an estimated $310K sold.

Everence Capital Management first reported a position in ELME in Q2 2019 and held it in 17 quarters. The position peaked at $557K in Q4 2021. 235 funds tracked by Wall St. Rank hold ELME as of Q4 2024.

Everence Capital Management reported no remaining Elme Communities position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 17,640 Elme Communities shares in Q4 2024, an estimated $310K.
Everence Capital Management first reported a position in Elme Communities in Q2 2019 and held it in 17 quarters.
Everence Capital Management's Elme Communities position peaked at $557K in Q4 2021.
235 funds tracked by Wall St. Rank held Elme Communities as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.