Schroder Investment Management Group
ELME

Schroder Investment Management Group’s Elme Communities ELME Stock Holding History

Schroder Investment Management Group’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
2022
Q3 		– Sell
-902,810
Closed -$19.2M – 1288
2022
Q2 		$19.2M Sell
902,810
-959,448
-52% -$22.8M 0.03% 473
2022
Q1 		$47.7M Buy
1,862,258
+29,283
+2% +$722K 0.06% 298
2021
Q4 		$47.4M Buy
1,832,975
+204,186
+13% +$5.22M 0.06% 301
2021
Q3 		$40.3M Buy
1,628,789
+82,967
+5% +$2.04M 0.06% 327
2021
Q2 		$35.6M Sell
1,545,822
-943,475
-38% -$22.2M 0.04% 379
2021
Q1 		$55M Buy
2,489,297
+625,052
+34% +$14.3M 0.07% 283
2020
Q4 		$40.3M Buy
1,864,245
+374,032
+25% +$8.01M 0.06% 317
2020
Q3 		$31.4M Buy
1,490,213
+136,582
+10% +$2.98M 0.05% 338
2020
Q2 		$30.1M Buy
1,353,631
+116,446
+9% +$2.59M 0.05% 325
2020
Q1 		$27.5M Sell
1,237,185
-160,715
-11% -$4.56M 0.06% 319
2019
Q4 		$40.8M Buy
1,397,900
+207,348
+17% +$6.16M 0.07% 320
2019
Q3 		$32.7M Sell
1,190,552
-628,812
-35% -$17M 0.06% 353
2019
Q2 		$48.6M Buy
1,819,364
+1,461,027
+408% +$40.5M 0.03% 415
2019
Q1 		$10.2M Buy
358,337
+7,984
+2% +$208K 0.02% 575
2018
Q4 		$8.06M Buy
350,353
+341,393
+3,810% +$9.39M 0.01% 601
2018
Q3 		$275K Hold
8,960
– – ﹤0.01% 1099
2018
Q2 		$270K Hold
8,960
– – ﹤0.01% 1129
2018
Q1 		$245K Hold
8,960
– – ﹤0.01% 1141
2017
Q4 		$279K Sell
8,960
-358
-4% -$11.6K ﹤0.01% 1172
2017
Q3 		$308K Buy
+9,318
New +$304K ﹤0.01% 1146
2015
Q1 		– Sell
-68,764
Closed -$1.9M – 1250
2014
Q4 		$1.9M Sell
68,764
-687
-1% -$18.7K ﹤0.01% 905
2014
Q3 		$1.76M Buy
69,451
+14,588
+27% +$389K ﹤0.01% 923
2014
Q2 		$1.43M Buy
54,863
+35,713
+186% +$893K ﹤0.01% 922
2014
Q1 		$457K Hold
19,150
– – ﹤0.01% 1090
2013
Q4 		$447K Hold
19,150
– – ﹤0.01% 1138
2013
Q3 		$484K Buy
+19,150
New +$497K ﹤0.01% 1106

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Schroder Investment Management Group's ELME Position: Q3 2022 in Review

Schroder Investment Management Group sold out of Elme Communities (ELME) in Q3 2022, closing a stake of 902,810 shares — an estimated $19.2M sold.

Schroder Investment Management Group first reported a position in ELME in Q3 2013 and held it in 26 quarters. The position peaked at $55M in Q1 2021. 201 funds tracked by Wall St. Rank hold ELME as of Q3 2022.

  • Schroder Investment Management Group reported no remaining Elme Communities position as of Q3 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 902,810 Elme Communities shares in Q3 2022, an estimated $19.2M.
  • Schroder Investment Management Group first reported a position in Elme Communities in Q3 2013 and held it in 26 quarters.
  • Schroder Investment Management Group's Elme Communities position peaked at $55M in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q3 2022.

Based on Schroder Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.