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ELME

Elme Communities

227 hedge funds and large institutions have $1.14B invested in Elme Communities in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

35% more call options, than puts

Call options by funds: $46K | Put options by funds: $34K

7% more capital invested

Capital invested by funds: $1.06B → $1.14B (+$78.8M)

4% more funds holding

Funds holding: 219227 (+8)

0.19% more ownership

Funds ownership: 88.7%88.88% (+0.19%)

14% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 83

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
71
Reduced
83
Closed
23
Calls
$46K
Puts
$34K
Net Calls
+$12K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$251M +$6.52M +477,266 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M -$1.54M -112,691 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.9M +$9.75M +713,556 +14%
State Street
4
State Street
Massachusetts
$84.5M +$939K +68,718 +1%
TIM
5
Thornburg Investment Management
New Mexico
$34.4M
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$31.5M +$204K +14,940 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$30.7M +$1.34M +98,009 +5%
Morgan Stanley
8
Morgan Stanley
New York
$27.8M +$11.3M +827,581 +77%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$24.4M -$503K -36,815 -2%
CIM
10
Centersquare Investment Management
Pennsylvania
$23.4M +$1.22M +89,197 +6%
Charles Schwab
11
Charles Schwab
California
$22.7M +$675K +49,403 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$17.4M -$636K -46,555 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$16.4M -$414K -30,286 -3%
Marshall Wace
14
Marshall Wace
United Kingdom
$15.4M +$14.4M +1,054,019 New
Northern Trust
15
Northern Trust
Illinois
$14.7M -$1.26M -92,493 -8%
Renaissance Technologies
16
Renaissance Technologies
New York
$13.3M +$3.82M +279,300 +44%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.3M -$1.28M -93,813 -10%
Legal & General Group
18
Legal & General Group
United Kingdom
$11.8M +$151K +11,056 +1%
Invesco
19
Invesco
Georgia
$10.7M +$101K +7,403 +1%
UBS AM
20
UBS AM
Illinois
$9.09M +$613K +44,852 +8%
ACM
21
Adelante Capital Management
California
$8.71M +$1.5M +109,607 +22%
N
22
Nuveen
North Carolina
$7.6M -$16.6M -1,214,009 -70%
Ameriprise
23
Ameriprise
Minnesota
$7.21M -$313K -22,874 -4%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.77M +$5.32M +389,207 +521%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.69M -$211K -15,402 -3%