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 Q2	$96	Hold	65	–	–	﹤0.01%	674
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 $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

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

Heritage Wealth Advisors held its Elme Communities (ELME) position steady in Q2 2026 at 65 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Heritage Wealth Advisors first reported a position in ELME in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.23K in Q2 2023. 159 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

Heritage Wealth Advisors held 65 shares of Elme Communities worth $96 as of Q2 2026.
Heritage Wealth Advisors left its Elme Communities share count unchanged in Q2 2026.
Elme Communities made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #674 holding.
Heritage Wealth Advisors first reported a position in Elme Communities in Q3 2022 and has held it in 16 quarters since.
Heritage Wealth Advisors's Elme Communities position peaked at $1.23K in Q2 2023.
159 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.