GeoWealth Management’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
$23K Buy
15,547
+3,256
+26% +$6.6K ﹤0.01% 870
2026
Q1
$24.7K Buy
+12,291
New +$40.5K ﹤0.01% 822

Other funds holding ELME

GeoWealth Management's ELME Position: Q2 2026 in Review

GeoWealth Management increased its Elme Communities (ELME) stake by 26% in Q2 2026, buying an estimated $6.6K and bringing the position to 15,547 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

GeoWealth Management first reported a position in ELME in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.7K in Q1 2026. 159 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • GeoWealth Management held 15,547 shares of Elme Communities worth $23K as of Q2 2026.
  • GeoWealth Management bought 3,256 Elme Communities shares in Q2 2026, an estimated $6.6K.
  • Elme Communities made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #870 holding.
  • GeoWealth Management first reported a position in Elme Communities in Q1 2026 and has held it in 2 quarters since.
  • GeoWealth Management's Elme Communities position peaked at $24.7K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.