RPCONE
ELME

Retirement Planning Company of New England’s Elme Communities ELME Stock Holding History

Retirement Planning Company of New England’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 		– Sell
-11,767
Closed -$23.7K – 263
2026
Q1 		$23.7K Sell
11,767
-1,037
-8% -$3.42K 0.01% 248
2025
Q4 		$223K Buy
12,804
+183
+1% +$3.1K 0.09% 232
2025
Q3 		$213K Buy
12,621
+336
+3% +$5.56K 0.09% 232
2025
Q2 		$195K Buy
12,285
+175
+1% +$2.78K 0.09% 227
2025
Q1 		$211K Sell
12,110
-74
-0.6% -$1.19K 0.1% 215
2024
Q4 		$186K Buy
12,184
+57
+0.5% +$943 0.09% 224
2024
Q3 		$213K Sell
12,127
-402
-3% -$6.83K 0.11% 211
2024
Q2 		$200K Sell
12,529
-372
-3% -$5.67K 0.11% 205
2024
Q1 		$180K Sell
12,901
-715
-5% -$9.97K 0.1% 211
2023
Q4 		$199K Sell
13,616
-1,480
-10% -$20.2K 0.09% 219
2023
Q3 		$206K Sell
15,096
-1,142
-7% -$17.7K 0.11% 189
2023
Q2 		$267K Sell
16,238
-600
-4% -$9.91K 0.15% 171
2023
Q1 		$301K Sell
16,838
-770
-4% -$14.1K 0.18% 159
2022
Q4 		$313K Sell
17,608
-3,704
-17% -$68.3K 0.2% 151
2022
Q3 		$374K Buy
21,312
+1,212
+6% +$24.8K 0.27% 116
2022
Q2 		$428K Buy
20,100
+618
+3% +$14.7K 0.29% 109
2022
Q1 		$496K Buy
19,482
+1,159
+6% +$28.6K 0.28% 112
2021
Q4 		$473K Buy
+18,323
New +$468K 0.23% 123

Other funds holding ELME

TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Retirement Planning Company of New England's ELME Position: Q2 2026 in Review

Retirement Planning Company of New England sold out of Elme Communities (ELME) in Q2 2026, closing a stake of 11,767 shares — an estimated $23.7K sold.

Retirement Planning Company of New England first reported a position in ELME in Q4 2021 and held it in 18 quarters. The position peaked at $496K in Q1 2022. 65 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • Retirement Planning Company of New England reported no remaining Elme Communities position as of Q2 2026 after selling out during the quarter.
  • Retirement Planning Company of New England sold 11,767 Elme Communities shares in Q2 2026, an estimated $23.7K.
  • Retirement Planning Company of New England first reported a position in Elme Communities in Q4 2021 and held it in 18 quarters.
  • Retirement Planning Company of New England's Elme Communities position peaked at $496K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.