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ELME

Elme Communities

235 hedge funds and large institutions have $1.23B invested in Elme Communities in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

3.93% more ownership

Funds ownership: 87.49%91.42% (+3.9%)

1% more funds holding

Funds holding: 232235 (+3)

9% less capital invested

Capital invested by funds: $1.36B → $1.23B (-$126M)

88% less call options, than puts

Call options by funds: $156K | Put options by funds: $1.31M

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
85
Reduced
72
Closed
23
Calls
$156K
Puts
$1.31M
Net Calls
-$1.15M
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$6K -$17 -1 -0.3%
HWM
202
HighMark Wealth Management
Minnesota
$5.06K +$66 +4 +1%
PWMG
203
Private Wealth Management Group
New Jersey
$4.79K
HI
204
Harbour Investments
Wisconsin
$4.43K
FFA
205
Farther Finance Advisors
California
$4.12K -$17.7K -1,067 -80%
Bessemer Group
206
Bessemer Group
New Jersey
$4K
HWM
207
Hemington Wealth Management
Virginia
$4K
EWM
208
Evermay Wealth Management
Virginia
$3.09K
CA
209
CoreCap Advisors
Michigan
$3.05K
MCM
210
MAI Capital Management
Ohio
$3.05K +$3.31K +200 New
Q1WB
211
Quest 10 Wealth Builders
Virginia
$3.05K +$3.31K +200 New
UB
212
UMB Bank
Missouri
$2.56K -$1.03K -62 -27%
CFD
213
Creative Financial Designs
Indiana
$2.55K
VCM
214
Versant Capital Management
Arizona
$2.44K +$761 +46 +40%
HIA
215
Harbor Investment Advisory
Maryland
$2.29K
MG
216
Mather Group
Illinois
$2.29K
WA
217
Whipplewood Advisors
Colorado
$2.02K +$2.18K +132 New
TCOV
218
Trust Company of Vermont
Vermont
$1.83K
RIL
219
Rothschild Investment LLC
Illinois
$1.68K +$414 +25 +29%
HNW
220
High Note Wealth
Minnesota
$1.65K +$1.79K +108 New
PG
221
Proffitt & Goodson
Tennessee
$1.53K
SO
222
Sierra Ocean
California
$1.07K +$1.16K +70 New
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.04K
HWA
224
Heritage Wealth Advisors
Virginia
$993
WT
225
Whittier Trust
California
$839