RCM
ELME

Regency Capital Management’s Elme Communities ELME Stock Holding History

Regency Capital 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
2024
Q1 		– Sell
-63,130
Closed -$922K – 54
2023
Q4 		$922K Buy
+63,130
New +$863K 0.62% 30

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Regency Capital Management's ELME Position: Q1 2024 in Review

Regency Capital Management sold out of Elme Communities (ELME) in Q1 2024, closing a stake of 63,130 shares — an estimated $922K sold.

Regency Capital Management first reported a position in ELME in Q4 2023 and held it in 1 quarter. The position peaked at $922K in Q4 2023. 225 funds tracked by Wall St. Rank hold ELME as of Q1 2024.

  • Regency Capital Management reported no remaining Elme Communities position as of Q1 2024 after selling out during the quarter.
  • Regency Capital Management sold 63,130 Elme Communities shares in Q1 2024, an estimated $922K.
  • Regency Capital Management first reported a position in Elme Communities in Q4 2023 and held it in 1 quarter.
  • Regency Capital Management's Elme Communities position peaked at $922K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Elme Communities as of Q1 2024.

Based on Regency Capital Management's 13F filing for Q1 2024, filed 7 May 2024.