Carson Wealth (CWM LLC)
ELME

Carson Wealth (CWM LLC)’s Elme Communities ELME Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$118K Buy
58,654
+48,726
+491% +$161K ﹤0.01% 3119
2025
Q4 		$173K Sell
9,928
-455
-4% -$7.71K ﹤0.01% 2687
2025
Q3 		$175K Buy
10,383
+8,305
+400% +$137K ﹤0.01% 2543
2025
Q2 		$33K Buy
2,078
+1,467
+240% +$23.3K ﹤0.01% 3581
2025
Q1 		$11K Buy
611
+240
+65% +$3.87K ﹤0.01% 4045
2024
Q4 		$6K Sell
371
-1
-0.3% -$17 ﹤0.01% 4104
2024
Q3 		$7K Buy
372
+214
+135% +$3.64K ﹤0.01% 3932
2024
Q2 		$3K Buy
158
+98
+163% +$1.49K ﹤0.01% 4058
2024
Q1 		$1K Sell
60
-391
-87% -$5.45K ﹤0.01% 4125
2023
Q4 		$7K Sell
451
-689
-60% -$9.42K ﹤0.01% 3336
2023
Q3 		$16K Buy
1,140
+556
+95% +$8.61K ﹤0.01% 2828
2023
Q2 		$10K Sell
584
-549
-48% -$9.07K ﹤0.01% 3069
2023
Q1 		$20K Buy
1,133
+305
+37% +$5.58K ﹤0.01% 2501
2022
Q4 		$15K Buy
828
+272
+49% +$5.01K ﹤0.01% 2551
2022
Q3 		$10K Buy
+556
New +$11.4K ﹤0.01% 2669
2022
Q2 		– Sell
-232
Closed -$6K – 3868
2022
Q1 		$6K Hold
232
– – ﹤0.01% 2734
2021
Q4 		$6K Buy
+232
New +$5.93K ﹤0.01% 2621

Other funds holding ELME

HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ELME Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Elme Communities (ELME) stake by 491% in Q1 2026, buying an estimated $161K and bringing the position to 58,654 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Carson Wealth (CWM LLC) first reported a position in ELME in Q4 2021 and has held it in 17 quarters since. The position peaked at $175K in Q3 2025. 192 funds tracked by Wall St. Rank hold ELME as of Q1 2026.

  • Carson Wealth (CWM LLC) held 58,654 shares of Elme Communities worth $118K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 48,726 Elme Communities shares in Q1 2026, an estimated $161K.
  • Elme Communities made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3119 holding.
  • Carson Wealth (CWM LLC) first reported a position in Elme Communities in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Elme Communities position peaked at $175K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Elme Communities as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.