EverSource Wealth Advisors’s Elme Communities ELME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.28K Sell
2,893
-4,420
-60% -$8.96K ﹤0.01% 3362
2026
Q1
$14.7K Buy
7,313
+5,285
+261% +$17.4K ﹤0.01% 2695
2025
Q4
$35.3K Sell
2,028
-341
-14% -$5.78K ﹤0.01% 1995
2025
Q3
$39.9K Sell
2,369
-866
-27% -$14.3K ﹤0.01% 1866
2025
Q2
$51.4K Buy
3,235
+922
+40% +$14.6K ﹤0.01% 1596
2025
Q1
$40.2K Buy
2,313
+675
+41% +$10.9K ﹤0.01% 1338
2024
Q4
$25K Sell
1,638
-194
-11% -$3.21K ﹤0.01% 1507
2024
Q3
$32.2K Hold
1,832
﹤0.01% 1258
2024
Q2
$30.2K Buy
1,832
+55
+3% +$838 ﹤0.01% 1316
2024
Q1
$26.9K Buy
1,777
+1,100
+162% +$15.3K ﹤0.01% 1225
2023
Q4
$9.88K Buy
677
+66
+11% +$902 ﹤0.01% 1565
2023
Q3
$8.33K Sell
611
-239
-28% -$3.7K ﹤0.01% 1492
2023
Q2
$14K Buy
+850
New +$14K ﹤0.01% 1302
2022
Q4
Sell
-372
Closed -$7K 2342
2022
Q3
$7K Sell
372
-290
-44% -$5.93K ﹤0.01% 1233
2022
Q2
$14K Sell
662
-126
-16% -$2.99K ﹤0.01% 927
2022
Q1
$20K Hold
788
0.01% 696
2021
Q4
$20K Buy
+788
New +$20.1K 0.01% 678

Other funds holding ELME

EverSource Wealth Advisors's ELME Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Elme Communities (ELME) stake by 60% in Q2 2026, selling an estimated $8.96K and leaving 2,893 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

EverSource Wealth Advisors first reported a position in ELME in Q4 2021 and has held it in 17 quarters since. The position peaked at $51.4K in Q2 2025. 159 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • EverSource Wealth Advisors held 2,893 shares of Elme Communities worth $4.28K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,420 Elme Communities shares in Q2 2026, an estimated $8.96K.
  • Elme Communities made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3362 holding.
  • EverSource Wealth Advisors first reported a position in Elme Communities in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Elme Communities position peaked at $51.4K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.