RIA
ELME

Realta Investment Advisors’s Elme Communities ELME Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-704
Closed -$22K – 602
2019
Q4 		$22K Hold
704
– – 0.01% 893
2019
Q3 		$19K Hold
704
– – 0.01% 934
2019
Q2 		$18K Hold
704
– – 0.01% 961
2019
Q1 		$20K Buy
+704
New +$18.3K 0.01% 755

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's ELME Position: Q1 2020 in Review

Realta Investment Advisors sold out of Elme Communities (ELME) in Q1 2020, closing a stake of 704 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in ELME in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 209 funds tracked by Wall St. Rank hold ELME as of Q1 2020.

  • Realta Investment Advisors reported no remaining Elme Communities position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 704 Elme Communities shares in Q1 2020, an estimated $22K.
  • Realta Investment Advisors first reported a position in Elme Communities in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Elme Communities position peaked at $22K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held Elme Communities as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.