Evermay Wealth Management’s Elme Communities ELME Stock Holding History

Evermay Wealth 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	$296	Hold	200	–	–	﹤0.01%	635
2026 Q1	$402	Hold	200	–	–	﹤0.01%	575
2025 Q4	$3.48K	Hold	200	–	–	﹤0.01%	498
2025 Q3	$3.41K	Hold	200	–	–	﹤0.01%	482
2025 Q2	$3.22K	Hold	200	–	–	﹤0.01%	486
2025 Q1	$3.52K	Hold	200	–	–	﹤0.01%	498
2024 Q4	$3.09K	Hold	200	–	–	﹤0.01%	501
2024 Q3	$3.55K	Hold	200	–	–	﹤0.01%	522
2024 Q2	$3.22K	Hold	200	–	–	﹤0.01%	519
2024 Q1	$2.82K	Hold	200	–	–	﹤0.01%	520
2023 Q4	$2.96K	Hold	200	–	–	﹤0.01%	501
2023 Q3	$2.76K	Hold	200	–	–	﹤0.01%	488
2023 Q2	$3.32K	Hold	200	–	–	﹤0.01%	473
2023 Q1	$3.61K	Hold	200	–	–	﹤0.01%	467
2022 Q4	$3.59K	Hold	200	–	–	﹤0.01%	473
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	453
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	444
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	454
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	448
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	415
2021 Q2	$5K	Buy	+200	New	+$4.71K	﹤0.01%	445

Other funds holding ELME

HCM

Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Evermay Wealth Management's ELME Position: Q2 2026 in Review

Evermay Wealth Management held its Elme Communities (ELME) position steady in Q2 2026 at 200 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Evermay Wealth Management first reported a position in ELME in Q2 2021 and has held it in 21 quarters since. The position peaked at $5K in Q1 2022. 158 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

Evermay Wealth Management held 200 shares of Elme Communities worth $296 as of Q2 2026.
Evermay Wealth Management left its Elme Communities share count unchanged in Q2 2026.
Elme Communities made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #635 holding.
Evermay Wealth Management first reported a position in Elme Communities in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Elme Communities position peaked at $5K in Q1 2022.
158 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.