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Meridian Wealth Management’s Elme Communities ELME Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-11,228
Closed -$171K – 628
2024
Q4 		$171K Buy
+11,228
New +$186K 0.01% 607

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $159M AUM 2.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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

Meridian Wealth Management's ELME Position: Q1 2025 in Review

Meridian Wealth Management sold out of Elme Communities (ELME) in Q1 2025, closing a stake of 11,228 shares — an estimated $171K sold.

Meridian Wealth Management first reported a position in ELME in Q4 2024 and held it in 1 quarter. The position peaked at $171K in Q4 2024. 259 funds tracked by Wall St. Rank hold ELME as of Q1 2025.

  • Meridian Wealth Management reported no remaining Elme Communities position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 11,228 Elme Communities shares in Q1 2025, an estimated $171K.
  • Meridian Wealth Management first reported a position in Elme Communities in Q4 2024 and held it in 1 quarter.
  • Meridian Wealth Management's Elme Communities position peaked at $171K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Elme Communities as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.