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ELME

Elme Communities

201 hedge funds and large institutions have $1.41B invested in Elme Communities in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 91.04%91.54% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

6% less funds holding

Funds holding: 213201 (-12)

17% less capital invested

Capital invested by funds: $1.7B → $1.41B (-$291M)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
201
Holders Change
-12
Holders Change %
-5.63%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
69
Reduced
69
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$283M -$727K -35,539 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M +$4.83M +236,351 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$156M -$36.1M -1,764,576 -17%
State Street
4
State Street
Massachusetts
$95.8M +$675K +33,013 +0.6%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$83.6M +$97.4M +4,762,111 New
TIM
6
Thornburg Investment Management
New Mexico
$41.4M +$1.71M +83,762 +4%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$31.6M +$47.7K +2,334 +0.1%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$30.9M +$35.9M +1,757,770 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.3M +$409K +19,979 +1%
N
10
Nuveen
North Carolina
$26M -$529K -25,848 -2%
Charles Schwab
11
Charles Schwab
California
$23.8M +$826K +40,371 +3%
Northern Trust
12
Northern Trust
Illinois
$23.1M -$4.24M -207,502 -14%
NAM
13
Nexpoint Asset Management
Texas
$21.8M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$20.6M -$303K -14,811 -1%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$19M +$6.8M +332,308 +44%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$18.8M +$1.37M +67,050 +7%
Invesco
17
Invesco
Georgia
$14.4M +$3.2M +156,441 +24%
Norges Bank
18
Norges Bank
Norway
$14.4M +$1.15M +56,400 +7%
Legal & General Group
19
Legal & General Group
United Kingdom
$12.4M -$906K -44,288 -6%
Morgan Stanley
20
Morgan Stanley
New York
$11.3M -$609K -29,794 -4%
RGREA
21
Ranger Global Real Estate Advisors
Colorado
$10.7M -$1.25M -61,152 -9%
WMSA
22
Weiss Multi-Strategy Advisers
New York
$10.6M +$12.3M +601,714 New
Principal Financial Group
23
Principal Financial Group
Iowa
$9.46M -$26.8K -1,311 -0.2%
Ameriprise
24
Ameriprise
Minnesota
$9.29M +$3.43M +167,501 +46%
FPA
25
First Pacific Advisors
California
$8.76M

ELME Hedge Fund Activity: Q3 2022 in Review

201 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Elme Communities (ELME) for Q3 2022, worth a combined $1.41B — down 17% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ELME and 23 opened new positions — a net loss of 11 holders — while 69 trimmed existing stakes and 69 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $35.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $93.6M.

  • 201 institutional investors held Elme Communities (ELME) as of Q3 2022, down from 213 in Q2 2022.
  • Funds reported $1.41B of Elme Communities stock for Q3 2022, down 17% quarter-over-quarter.
  • 23 funds opened new Elme Communities positions in Q3 2022 and 34 closed out, a net change of -11 holders.
  • The largest Elme Communities buyer in Q3 2022 was William Blair Investment Management, an estimated $35.9M added.
  • The largest Elme Communities seller in Q3 2022 was T. Rowe Price Associates, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2022.