Lindbrook Capital’s Elme Communities ELME Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-29	Closed	-$443	–	2824
2024 Q4	$443	Hold	29	–	–	﹤0.01%	2650
2024 Q3	$510	Hold	29	–	–	﹤0.01%	2657
2024 Q2	$462	Buy	+29	New	+$442	﹤0.01%	2622
2023 Q4	–	Sell	-83	Closed	-$1.13K	–	2729
2023 Q3	$1.13K	Buy	83 +36	+77%	+$557	﹤0.01%	2320
2023 Q2	$773	Buy	+47	New	+$776	﹤0.01%	2420
2023 Q1	–	Sell	-45	Closed	-$801	–	2817
2022 Q4	$801	Buy	45 +15	+50%	+$276	﹤0.01%	2505
2022 Q3	$1K	Sell	30 -57	-66%	-$1.17K	﹤0.01%	2304
2022 Q2	$2K	Buy	+87	New	+$2.07K	﹤0.01%	1944
2021 Q4	–	Sell	-12	Closed	–	–	2107
2021 Q3	$0	Buy	+12	New	+$295	﹤0.01%	1887
2020 Q2	–	Sell	-34	Closed	-$1K	–	1759
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	1437
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	1374
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	1346
2019 Q2	$0	Hold	34	–	–	﹤0.01%	1424
2019 Q1	$0	Sell	34 -134	-80%	-$3.49K	﹤0.01%	1421
2018 Q4	$3K	Buy	+168	New	+$4.62K	﹤0.01%	1108

Other funds holding ELME

TIM

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

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 $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

ALM

Argosy-Lionbridge Management New York $143M AUM 10.07% 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

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

Lindbrook Capital's ELME Position: Q1 2025 in Review

Lindbrook Capital sold out of Elme Communities (ELME) in Q1 2025, closing a stake of 29 shares — an estimated $443 sold.

Lindbrook Capital first reported a position in ELME in Q4 2018 and held it in 15 quarters. The position peaked at $3K in Q4 2018. 258 funds tracked by Wall St. Rank hold ELME as of Q1 2025.

Lindbrook Capital reported no remaining Elme Communities position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 29 Elme Communities shares in Q1 2025, an estimated $443.
Lindbrook Capital first reported a position in Elme Communities in Q4 2018 and held it in 15 quarters.
Lindbrook Capital's Elme Communities position peaked at $3K in Q4 2018.
258 funds tracked by Wall St. Rank held Elme Communities as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.