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Whipplewood Advisors’s Elme Communities ELME Stock Holding History

Whipplewood 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
2025
Q1 		– Sell
-132
Closed -$2.02K – 1220
2024
Q4 		$2.02K Buy
+132
New +$2.18K ﹤0.01% 878

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
ALM
Argosy-Lionbridge Management New York $159M AUM 2.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Whipplewood Advisors's ELME Position: Q1 2025 in Review

Whipplewood Advisors sold out of Elme Communities (ELME) in Q1 2025, closing a stake of 132 shares — an estimated $2.02K sold.

Whipplewood Advisors first reported a position in ELME in Q4 2024 and held it in 1 quarter. The position peaked at $2.02K in Q4 2024. 259 funds tracked by Wall St. Rank hold ELME as of Q1 2025.

  • Whipplewood Advisors reported no remaining Elme Communities position as of Q1 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 132 Elme Communities shares in Q1 2025, an estimated $2.02K.
  • Whipplewood Advisors first reported a position in Elme Communities in Q4 2024 and held it in 1 quarter.
  • Whipplewood Advisors's Elme Communities position peaked at $2.02K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Elme Communities as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.