RPWA
ELME

Regent Peak Wealth Advisors’s Elme Communities ELME Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-18
Closed – – 388
2020
Q4 		$0 Buy
+18
New +$385 ﹤0.01% 1072

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's ELME Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Elme Communities (ELME) in Q1 2021, closing a stake of 18 shares.

Regent Peak Wealth Advisors first reported a position in ELME in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 203 funds tracked by Wall St. Rank hold ELME as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Elme Communities position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 18 Elme Communities shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Elme Communities in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Elme Communities position peaked at $0 in Q4 2020.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.