Physician Wealth Advisors’s Elme Communities ELME Stock Holding History

Physician 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	$254	Buy	+171	New	+$347	﹤0.01%	2299

Other funds holding ELME

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

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Elme Communities (ELME) in Q2 2026: 171 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #2299 among its holdings.

21 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

Physician Wealth Advisors held 171 shares of Elme Communities worth $254 as of Q2 2026.
Elme Communities was a new Physician Wealth Advisors position in Q2 2026.
Elme Communities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2299 holding.
21 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.