FM
ELME

Forward Management’s Elme Communities ELME Stock Holding History

Forward 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
2014
Q1 		– Sell
-14,179
Closed -$331K – 364
2013
Q4 		$331K Hold
14,179
– – 0.02% 279
2013
Q3 		$358K Hold
14,179
– – 0.02% 264
2013
Q2 		$381K Buy
+14,179
New +$398K 0.03% 256

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Forward Management's ELME Position: Q1 2014 in Review

Forward Management sold out of Elme Communities (ELME) in Q1 2014, closing a stake of 14,179 shares — an estimated $331K sold.

Forward Management first reported a position in ELME in Q2 2013 and held it in 3 quarters. The position peaked at $381K in Q2 2013. 201 funds tracked by Wall St. Rank hold ELME as of Q1 2014.

  • Forward Management reported no remaining Elme Communities position as of Q1 2014 after selling out during the quarter.
  • Forward Management sold 14,179 Elme Communities shares in Q1 2014, an estimated $331K.
  • Forward Management first reported a position in Elme Communities in Q2 2013 and held it in 3 quarters.
  • Forward Management's Elme Communities position peaked at $381K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q1 2014.

Based on Forward Management's 13F filing for Q1 2014, filed 8 May 2014.