Whittier Trust’s Elme Communities ELME Stock Holding History

Whittier 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 Q1	–	Sell	-55	Closed	-$839	–	1512
2024 Q4	$839	Hold	55	–	–	﹤0.01%	1498
2024 Q3	$967	Hold	55	–	–	﹤0.01%	1494
2024 Q2	$876	Hold	55	–	–	﹤0.01%	1472
2024 Q1	$765	Hold	55	–	–	﹤0.01%	1464
2023 Q4	$803	Hold	55	–	–	﹤0.01%	1456
2023 Q3	$750	Hold	55	–	–	﹤0.01%	1547
2023 Q2	$903	Hold	55	–	–	﹤0.01%	1490
2023 Q1	$982	Hold	55	–	–	﹤0.01%	1527
2022 Q4	$978	Hold	55	–	–	﹤0.01%	1541
2022 Q3	$1K	Hold	55	–	–	﹤0.01%	1598
2022 Q2	$1K	Hold	55	–	–	﹤0.01%	1608
2022 Q1	$1K	Hold	55	–	–	﹤0.01%	1631
2021 Q4	$1K	Hold	55	–	–	﹤0.01%	1534
2021 Q3	$1K	Hold	55	–	–	﹤0.01%	1444
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	1476
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	1472
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	1353
2020 Q3	$1K	Hold	55	–	–	﹤0.01%	1374
2020 Q2	$1K	Hold	55	–	–	﹤0.01%	1322
2020 Q1	$1K	Hold	55	–	–	﹤0.01%	1381
2019 Q4	$2K	Hold	55	–	–	﹤0.01%	1353
2019 Q3	$2K	Hold	55	–	–	﹤0.01%	1366
2019 Q2	$1K	Hold	55	–	–	﹤0.01%	1272
2019 Q1	$2K	Hold	55	–	–	﹤0.01%	1205
2018 Q4	$1K	Hold	55	–	–	﹤0.01%	1272
2018 Q3	$2K	Hold	55	–	–	﹤0.01%	1183
2018 Q2	$2K	Sell	55 -24	-30%	-$687	﹤0.01%	1168
2018 Q1	$2K	Buy	79 +24	+44%	+$656	﹤0.01%	1209
2017 Q4	$2K	Hold	55	–	–	﹤0.01%	1191
2017 Q3	$2K	Hold	55	–	–	﹤0.01%	1234
2017 Q2	$2K	Hold	55	–	–	﹤0.01%	1159
2017 Q1	$2K	Hold	55	–	–	﹤0.01%	1260
2016 Q4	$2K	Hold	55	–	–	﹤0.01%	1112
2016 Q3	$2K	Hold	55	–	–	﹤0.01%	1112
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	1128
2016 Q1	$2K	Hold	55	–	–	﹤0.01%	1109
2015 Q4	$1K	Hold	55	–	–	﹤0.01%	1152
2015 Q3	$1K	Hold	55	–	–	﹤0.01%	1127
2015 Q2	$1K	Hold	55	–	–	﹤0.01%	1173
2015 Q1	$2K	Hold	55	–	–	﹤0.01%	1165
2014 Q4	$2K	Hold	55	–	–	﹤0.01%	1020
2014 Q3	$1K	Hold	55	–	–	﹤0.01%	1022
2014 Q2	$1K	Hold	55	–	–	﹤0.01%	1019
2014 Q1	$1K	Hold	55	–	–	﹤0.01%	1046
2013 Q4	$1K	Hold	55	–	–	﹤0.01%	1047
2013 Q3	$1K	Hold	55	–	–	﹤0.01%	1043
2013 Q2	$1K	Buy	+55	New	+$1.54K	﹤0.01%	1045

Other funds holding ELME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Whittier Trust's ELME Position: Q1 2025 in Review

Whittier Trust sold out of Elme Communities (ELME) in Q1 2025, closing a stake of 55 shares — an estimated $839 sold.

Whittier Trust first reported a position in ELME in Q2 2013 and held it in 47 quarters. The position peaked at $2K in Q4 2019. 259 funds tracked by Wall St. Rank hold ELME as of Q1 2025.

Whittier Trust reported no remaining Elme Communities position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 55 Elme Communities shares in Q1 2025, an estimated $839.
Whittier Trust first reported a position in Elme Communities in Q2 2013 and held it in 47 quarters.
Whittier Trust's Elme Communities position peaked at $2K in Q4 2019.
259 funds tracked by Wall St. Rank held Elme Communities as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.