CIM
ELME

Confluence Investment Management’s Elme Communities ELME Stock Holding History

Confluence Investment Management’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
Q2 		$32.7K Hold
22,103
– – ﹤0.01% 290
2026
Q1 		$44.4K Buy
+22,103
New +$72.8K ﹤0.01% 283

Other funds holding ELME

TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Confluence Investment Management's ELME Position: Q2 2026 in Review

Confluence Investment Management held its Elme Communities (ELME) position steady in Q2 2026 at 22,103 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Confluence Investment Management first reported a position in ELME in Q1 2026 and has held it in 2 quarters since. The position peaked at $44.4K in Q1 2026. 17 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • Confluence Investment Management held 22,103 shares of Elme Communities worth $32.7K as of Q2 2026.
  • Confluence Investment Management left its Elme Communities share count unchanged in Q2 2026.
  • Elme Communities made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #290 holding.
  • Confluence Investment Management first reported a position in Elme Communities in Q1 2026 and has held it in 2 quarters since.
  • Confluence Investment Management's Elme Communities position peaked at $44.4K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.