TWD
ELME

True Wealth Design’s Elme Communities ELME Stock Holding History

True Wealth Design’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
-878
Closed -$1.76K – 2724
2026
Q1 		$1.76K Buy
878
+851
+3,152% +$2.8K ﹤0.01% 1602
2025
Q4 		$470 Sell
27
-14
-34% -$237 ﹤0.01% 1962
2025
Q3 		$692 Buy
+41
New +$678 ﹤0.01% 1895
2025
Q2 		– Sell
-15
Closed -$261 – 2652
2025
Q1 		$261 Buy
+15
New +$242 ﹤0.01% 1842

Other funds holding ELME

TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
DAM
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return
WC
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's ELME Position: Q2 2026 in Review

True Wealth Design sold out of Elme Communities (ELME) in Q2 2026, closing a stake of 878 shares — an estimated $1.76K sold.

True Wealth Design first reported a position in ELME in Q1 2025 and held it in 4 quarters. The position peaked at $1.76K in Q1 2026. 21 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • True Wealth Design reported no remaining Elme Communities position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 878 Elme Communities shares in Q2 2026, an estimated $1.76K.
  • True Wealth Design first reported a position in Elme Communities in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Elme Communities position peaked at $1.76K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.