Mitsubishi UFJ Trust & Banking
ELME

Mitsubishi UFJ Trust & Banking’s Elme Communities ELME Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-76,420
Closed -$1.17M – 1076
2024
Q4 		$1.17M Sell
76,420
-219,089
-74% -$3.62M ﹤0.01% 876
2024
Q3 		$5.2M Sell
295,509
-16,381
-5% -$278K 0.01% 699
2024
Q2 		$4.97M Buy
+311,890
New +$4.75M 0.01% 676
2022
Q2 		– Sell
-1,374
Closed -$35K – 1237
2022
Q1 		$35K Sell
1,374
-319
-19% -$7.86K ﹤0.01% 1302
2021
Q4 		$44K Buy
1,693
+1,183
+232% +$30.2K ﹤0.01% 1325
2021
Q3 		$13K Hold
510
– – ﹤0.01% 1352
2021
Q2 		$12K Buy
+510
New +$12K ﹤0.01% 1349

Other funds holding ELME

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return