Creative Planning
ELME

Creative Planning’s Elme Communities ELME Stock Holding History

Creative Planning’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 		$27.7K Sell
18,705
-18,421
-50% -$37.3K ﹤0.01% 4170
2026
Q1 		$74.6K Buy
37,126
+16,990
+84% +$56K ﹤0.01% 3949
2025
Q4 		$350K Buy
20,136
+2,276
+13% +$38.6K ﹤0.01% 3134
2025
Q3 		$301K Buy
17,860
+3,474
+24% +$57.5K ﹤0.01% 3141
2025
Q2 		$229K Buy
14,386
+3,307
+30% +$52.5K ﹤0.01% 3118
2025
Q1 		$193K Buy
+11,079
New +$179K ﹤0.01% 3084
2017
Q4 		– Sell
-8,510
Closed -$279K – 1931
2017
Q3 		$279K Buy
8,510
+2,849
+50% +$92.8K ﹤0.01% 1370
2017
Q2 		$181K Sell
5,661
-600
-10% -$19.3K ﹤0.01% 1580
2017
Q1 		$196K Buy
6,261
+3,278
+110% +$105K ﹤0.01% 1508
2016
Q4 		$98K Sell
2,983
-856
-22% -$26.1K ﹤0.01% 1877
2016
Q3 		$119K Sell
3,839
-350
-8% -$11.4K ﹤0.01% 1727
2016
Q2 		$132K Buy
4,189
+40
+1% +$1.18K ﹤0.01% 1494
2016
Q1 		$121K Sell
4,149
-710
-15% -$18.7K ﹤0.01% 1514
2015
Q4 		$131K Buy
4,859
+130
+3% +$3.51K ﹤0.01% 1478
2015
Q3 		$118K Buy
+4,729
New +$122K ﹤0.01% 1501
2015
Q2 		– Sell
-4,459
Closed -$123K – 1632
2015
Q1 		$123K Buy
4,459
+813
+22% +$23K ﹤0.01% 1458
2014
Q4 		$101K Sell
3,646
-610
-14% -$16.6K ﹤0.01% 1547
2014
Q3 		$108K Buy
4,256
+577
+16% +$15.4K ﹤0.01% 1419
2014
Q2 		$96K Sell
3,679
-30
-0.8% -$750 ﹤0.01% 1457
2014
Q1 		$89K Sell
3,709
-306
-8% -$7.23K ﹤0.01% 1474
2013
Q4 		$94K Sell
4,015
-671
-14% -$16.6K ﹤0.01% 1225
2013
Q3 		$118K Sell
4,686
-264
-5% -$6.86K ﹤0.01% 1020
2013
Q2 		$133K Buy
+4,950
New +$139K ﹤0.01% 844

Other funds holding ELME

HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Creative Planning's ELME Position: Q2 2026 in Review

Creative Planning reduced its Elme Communities (ELME) stake by 50% in Q2 2026, selling an estimated $37.3K and leaving 18,705 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

Creative Planning first reported a position in ELME in Q2 2013 and has held it in 23 quarters since. The position peaked at $350K in Q4 2025. 159 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • Creative Planning held 18,705 shares of Elme Communities worth $27.7K as of Q2 2026.
  • Creative Planning sold 18,421 Elme Communities shares in Q2 2026, an estimated $37.3K.
  • Elme Communities made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4170 holding.
  • Creative Planning first reported a position in Elme Communities in Q2 2013 and has held it in 23 quarters since.
  • Creative Planning's Elme Communities position peaked at $350K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.