Groesbeck Investment Management’s Elme Communities ELME Stock Holding History

Groesbeck 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
2025 Q2	–	Sell	-10,000	Closed	-$174K	–	69
2025 Q1	$174K	Hold	10,000	–	–	0.24%	83
2024 Q4	$153K	Buy	+10,000	New	+$165K	0.2%	86
2024 Q2	–	Sell	-10,000	Closed	-$139K	–	79
2024 Q1	$139K	Buy	+10,000	New	+$139K	0.15%	94
2022 Q2	–	Sell	-10,000	Closed	-$255K	–	95
2022 Q1	$255K	Buy	+10,000	New	+$246K	0.29%	99
2021 Q4	–	Sell	-10,000	Closed	-$248K	–	98
2021 Q3	$248K	Buy	+10,000	New	+$246K	0.29%	98
2016 Q4	–	Sell	-10,000	Closed	-$311K	–	91
2016 Q3	$311K	Buy	+10,000	New	+$325K	0.23%	89

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

ALM

Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Groesbeck Investment Management's ELME Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Elme Communities (ELME) in Q2 2025, closing a stake of 10,000 shares — an estimated $174K sold.

Groesbeck Investment Management first reported a position in ELME in Q3 2016 and held it in 6 quarters. The position peaked at $311K in Q3 2016. 261 funds tracked by Wall St. Rank hold ELME as of Q2 2025.

Groesbeck Investment Management reported no remaining Elme Communities position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 10,000 Elme Communities shares in Q2 2025, an estimated $174K.
Groesbeck Investment Management first reported a position in Elme Communities in Q3 2016 and held it in 6 quarters.
Groesbeck Investment Management's Elme Communities position peaked at $311K in Q3 2016.
261 funds tracked by Wall St. Rank held Elme Communities as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.