Heritage Wealth Advisors’s Elme Communities ELME Stock Holding History

Heritage Wealth Advisors’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 Q1	$131	Hold	65	–	–	﹤0.01%	663
2025 Q4	$1.13K	Hold	65	–	–	﹤0.01%	556
2025 Q3	$1.1K	Hold	65	–	–	﹤0.01%	543
2025 Q2	$1.03K	Hold	65	–	–	﹤0.01%	532
2025 Q1	$1.13K	Hold	65	–	–	﹤0.01%	528
2024 Q4	$993	Hold	65	–	–	﹤0.01%	575
2024 Q3	$1.14K	Hold	65	–	–	﹤0.01%	568
2024 Q2	$1.03K	Sell	65 -10	-13%	-$152	﹤0.01%	485
2024 Q1	$1.04K	Hold	75	–	–	﹤0.01%	507
2023 Q4	$1.09K	Hold	75	–	–	﹤0.01%	515
2023 Q3	$1.02K	Hold	75	–	–	﹤0.01%	476
2023 Q2	$1.23K	Buy	75 +10	+15%	+$165	﹤0.01%	511
2023 Q1	$1.16K	Hold	65	–	–	﹤0.01%	528
2022 Q4	$1.16K	Hold	65	–	–	﹤0.01%	519
2022 Q3	$1.14K	Buy	+65	New	+$1.33K	﹤0.01%	492

Other funds holding ELME

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Heritage Wealth Advisors's ELME Position: Q1 2026 in Review

Heritage Wealth Advisors held its Elme Communities (ELME) position steady in Q1 2026 at 65 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Heritage Wealth Advisors first reported a position in ELME in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.23K in Q2 2023. 191 funds tracked by Wall St. Rank hold ELME as of Q1 2026.

Heritage Wealth Advisors held 65 shares of Elme Communities worth $131 as of Q1 2026.
Heritage Wealth Advisors left its Elme Communities share count unchanged in Q1 2026.
Elme Communities made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #663 holding.
Heritage Wealth Advisors first reported a position in Elme Communities in Q3 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's Elme Communities position peaked at $1.23K in Q2 2023.
191 funds tracked by Wall St. Rank held Elme Communities as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.