KA
ELME

Klingman & Associates’s Elme Communities ELME Stock Holding History

Klingman & Associates’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
-29,750
Closed -$523K – 261
2024
Q3 		$523K Hold
29,750
– – 0.03% 156
2024
Q2 		$474K Hold
29,750
– – 0.03% 140
2024
Q1 		$414K Hold
29,750
– – 0.03% 165
2023
Q4 		$434K Sell
29,750
-50
-0.2% -$683 0.03% 144
2023
Q3 		$406K Buy
29,800
+50
+0.2% +$774 0.03% 149
2023
Q2 		$489K Hold
29,750
– – 0.04% 128
2023
Q1 		$531K Hold
29,750
– – 0.05% 114
2022
Q4 		$530K Buy
29,750
+12,000
+68% +$221K 0.05% 113
2022
Q3 		$312K Hold
17,750
– – 0.03% 147
2022
Q2 		$378K Hold
17,750
– – 0.04% 130
2022
Q1 		$453K Hold
17,750
– – 0.04% 127
2021
Q4 		$459K Buy
17,750
+3,750
+27% +$95.8K 0.04% 115
2021
Q3 		$347K Hold
14,000
– – 0.03% 127
2021
Q2 		$322K Hold
14,000
– – 0.03% 127
2021
Q1 		$309K Hold
14,000
– – 0.03% 132
2020
Q4 		$303K Hold
14,000
– – 0.04% 119
2020
Q3 		$282K Buy
+14,000
New +$305K 0.04% 114
2020
Q1 		– Sell
-7,000
Closed -$204K – 127
2019
Q4 		$204K Buy
+7,000
New +$208K 0.03% 132
2016
Q4 		– Sell
-2,000
Closed -$62K – 166
2016
Q3 		$62K Hold
2,000
– – 0.02% 171
2016
Q2 		$63K Hold
2,000
– – 0.02% 175
2016
Q1 		$58K Hold
2,000
– – 0.02% 180
2015
Q4 		$54K Hold
2,000
– – 0.02% 203
2015
Q3 		$49K Hold
2,000
– – 0.02% 208
2015
Q2 		$52K Hold
2,000
– – 0.02% 180
2015
Q1 		$55K Hold
2,000
– – 0.02% 167
2014
Q4 		$55K Buy
+2,000
New +$54.3K 0.02% 171

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Klingman & Associates's ELME Position: Q4 2024 in Review

Klingman & Associates sold out of Elme Communities (ELME) in Q4 2024, closing a stake of 29,750 shares — an estimated $523K sold.

Klingman & Associates first reported a position in ELME in Q4 2014 and held it in 26 quarters. The position peaked at $531K in Q1 2023. 235 funds tracked by Wall St. Rank hold ELME as of Q4 2024.

  • Klingman & Associates reported no remaining Elme Communities position as of Q4 2024 after selling out during the quarter.
  • Klingman & Associates sold 29,750 Elme Communities shares in Q4 2024, an estimated $523K.
  • Klingman & Associates first reported a position in Elme Communities in Q4 2014 and held it in 26 quarters.
  • Klingman & Associates's Elme Communities position peaked at $531K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Elme Communities as of Q4 2024.

Based on Klingman & Associates's 13F filing for Q4 2024, filed 31 Jan 2025.