WT
ELME

Washington Trust’s Elme Communities ELME Stock Holding History

Washington Trust’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
2025
Q2 		– Sell
-3,105
Closed -$54K – 387
2025
Q1 		$54K Hold
3,105
– – ﹤0.01% 396
2024
Q4 		$47.4K Hold
3,105
– – ﹤0.01% 447
2024
Q3 		$54.6K Hold
3,105
– – ﹤0.01% 444
2024
Q2 		$49.5K Hold
3,105
– – ﹤0.01% 450
2024
Q1 		$43.2K Hold
3,105
– – ﹤0.01% 472
2023
Q4 		$45.3K Hold
3,105
– – ﹤0.01% 439
2023
Q3 		$42.4K Hold
3,105
– – ﹤0.01% 416
2023
Q2 		$51K Hold
3,105
– – ﹤0.01% 418
2023
Q1 		$55.5K Hold
3,105
– – ﹤0.01% 400
2022
Q4 		$55.3K Hold
3,105
– – ﹤0.01% 388
2022
Q3 		$55K Hold
3,105
– – ﹤0.01% 373
2022
Q2 		$66K Hold
3,105
– – ﹤0.01% 359
2022
Q1 		$79K Hold
3,105
– – ﹤0.01% 363
2021
Q4 		$80K Hold
3,105
– – ﹤0.01% 362
2021
Q3 		$77K Hold
3,105
– – ﹤0.01% 449
2021
Q2 		$71K Hold
3,105
– – ﹤0.01% 462
2021
Q1 		$69K Hold
3,105
– – ﹤0.01% 441
2020
Q4 		$67K Hold
3,105
– – ﹤0.01% 442
2020
Q3 		$63K Hold
3,105
– – ﹤0.01% 399
2020
Q2 		$69K Hold
3,105
– – ﹤0.01% 343
2020
Q1 		$74K Buy
+3,105
New +$88.1K ﹤0.01% 341
2018
Q3 		– Sell
-3,105
Closed -$94K – 401
2018
Q2 		$94K Buy
+3,105
New +$88.8K 0.01% 326

Other funds holding ELME

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return