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United Capital Financial Advisors’s Elme Communities ELME Stock Holding History

United Capital Financial 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
2024
Q1 		– Sell
-11,468
Closed -$167K – 1095
2023
Q4 		$167K Buy
+11,468
New +$157K ﹤0.01% 1013
2023
Q1 		– Sell
-13,156
Closed -$234K – 992
2022
Q4 		$234K Sell
13,156
-3,782
-22% -$69.7K ﹤0.01% 945
2022
Q3 		$297K Sell
16,938
-89
-0.5% -$1.82K ﹤0.01% 913
2022
Q2 		$363K Sell
17,027
-680
-4% -$16.2K ﹤0.01% 886
2022
Q1 		$452K Sell
17,707
-674
-4% -$16.6K ﹤0.01% 862
2021
Q4 		$475K Sell
18,381
-1,721
-9% -$44K ﹤0.01% 874
2021
Q3 		$498K Buy
20,102
+76
+0.4% +$1.87K ﹤0.01% 858
2021
Q2 		$461K Sell
20,026
-743
-4% -$17.5K ﹤0.01% 882
2021
Q1 		$459K Sell
20,769
-1,871
-8% -$42.7K ﹤0.01% 868
2020
Q4 		$490K Sell
22,640
-3,676
-14% -$78.7K ﹤0.01% 853
2020
Q3 		$530K Sell
26,316
-469
-2% -$10.2K ﹤0.01% 819
2020
Q2 		$595K Sell
26,785
-899
-3% -$20K ﹤0.01% 807
2020
Q1 		$661K Buy
27,684
+42
+0.2% +$1.19K 0.01% 731
2019
Q4 		$807K Sell
27,642
-1,424
-5% -$42.3K 0.01% 847
2019
Q3 		$795K Buy
+29,066
New +$785K 0.01% 811

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's ELME Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Elme Communities (ELME) in Q1 2024, closing a stake of 11,468 shares — an estimated $167K sold.

United Capital Financial Advisors first reported a position in ELME in Q3 2019 and held it in 15 quarters. The position peaked at $807K in Q4 2019. 225 funds tracked by Wall St. Rank hold ELME as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Elme Communities position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,468 Elme Communities shares in Q1 2024, an estimated $167K.
  • United Capital Financial Advisors first reported a position in Elme Communities in Q3 2019 and held it in 15 quarters.
  • United Capital Financial Advisors's Elme Communities position peaked at $807K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Elme Communities as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.