GKWIM
ELME

Gerber Kawasaki Wealth & Investment Management’s Elme Communities ELME Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1,117
Closed -$27K – 519
2021
Q3 		$27K Buy
+1,117
New +$27.5K ﹤0.01% 436

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ELME Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Elme Communities (ELME) in Q4 2021, closing a stake of 1,117 shares — an estimated $27K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ELME in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 233 funds tracked by Wall St. Rank hold ELME as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Elme Communities position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,117 Elme Communities shares in Q4 2021, an estimated $27K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Elme Communities in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Elme Communities position peaked at $27K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held Elme Communities as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.