Glassman Wealth Services’s Elme Communities ELME Stock Holding History

Glassman Wealth Services’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	-27	Closed	-$394	–	698
2023 Q4	$394	Sell	27 -270	-91%	-$3.69K	﹤0.01%	1765
2023 Q3	$4.05K	Buy	297 +72	+32%	+$1.11K	﹤0.01%	1136
2023 Q2	$3.7K	Hold	225	–	–	﹤0.01%	1072
2023 Q1	$4.02K	Hold	225	–	–	﹤0.01%	1071
2022 Q4	$4K	Hold	225	–	–	﹤0.01%	1088
2022 Q3	$4K	Hold	225	–	–	﹤0.01%	1042
2022 Q2	$5K	Sell	225 -861	-79%	-$20.5K	﹤0.01%	993
2022 Q1	$28K	Buy	1,086 +861	+383%	+$21.2K	0.01%	543
2021 Q4	$6K	Hold	225	–	–	﹤0.01%	924
2021 Q3	$6K	Buy	+225	New	+$5.53K	﹤0.01%	901
2020 Q3	–	Sell	-72	Closed	-$2K	–	1367
2020 Q2	$2K	Sell	72 -15	-17%	-$334	﹤0.01%	843
2020 Q1	$2K	Sell	87 -2	-2%	-$57	﹤0.01%	693
2019 Q4	$3K	Buy	89 +15	+20%	+$446	﹤0.01%	668
2019 Q3	$2K	Buy	74 +2	+3%	+$54	﹤0.01%	689
2019 Q2	$2K	Hold	72	–	–	﹤0.01%	710
2019 Q1	$2K	Buy	+72	New	+$1.87K	﹤0.01%	690
2018 Q2	–	Sell	-484	Closed	-$13K	–	834
2018 Q1	$13K	Hold	484	–	–	0.01%	332
2017 Q4	$15K	Hold	484	–	–	0.01%	284
2017 Q3	$16K	Hold	484	–	–	0.01%	253
2017 Q2	$15K	Hold	484	–	–	0.01%	266
2017 Q1	$15K	Hold	484	–	–	0.01%	293
2016 Q4	$16K	Hold	484	–	–	0.01%	295
2016 Q3	$15K	Hold	484	–	–	0.01%	257
2016 Q2	$15K	Hold	484	–	–	0.01%	259
2016 Q1	$14K	Hold	484	–	–	0.01%	264
2015 Q4	$13K	Hold	484	–	–	0.01%	276
2015 Q3	$12K	Hold	484	–	–	0.01%	279
2015 Q2	$13K	Hold	484	–	–	0.01%	281
2015 Q1	$13K	Sell	484 -484	-50%	-$13.7K	0.01%	286
2014 Q4	$27K	Buy	+968	New	+$26.3K	0.02%	210

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

Glassman Wealth Services's ELME Position: Q1 2024 in Review

Glassman Wealth Services sold out of Elme Communities (ELME) in Q1 2024, closing a stake of 27 shares — an estimated $394 sold.

Glassman Wealth Services first reported a position in ELME in Q4 2014 and held it in 30 quarters. The position peaked at $28K in Q1 2022. 225 funds tracked by Wall St. Rank hold ELME as of Q1 2024.

Glassman Wealth Services reported no remaining Elme Communities position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 27 Elme Communities shares in Q1 2024, an estimated $394.
Glassman Wealth Services first reported a position in Elme Communities in Q4 2014 and held it in 30 quarters.
Glassman Wealth Services's Elme Communities position peaked at $28K in Q1 2022.
225 funds tracked by Wall St. Rank held Elme Communities as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.