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Twin Peaks Wealth Advisors’s Elme Communities ELME Stock Holding History

Twin Peaks 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
2025
Q3 		– Sell
-233
Closed -$3.84K – 727
2025
Q2 		$3.84K Buy
+233
New +$3.7K ﹤0.01% 1415

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's ELME Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Elme Communities (ELME) in Q3 2025, closing a stake of 233 shares — an estimated $3.84K sold.

Twin Peaks Wealth Advisors first reported a position in ELME in Q2 2025 and held it in 1 quarter. The position peaked at $3.84K in Q2 2025. 270 funds tracked by Wall St. Rank hold ELME as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Elme Communities position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 233 Elme Communities shares in Q3 2025, an estimated $3.84K.
  • Twin Peaks Wealth Advisors first reported a position in Elme Communities in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Elme Communities position peaked at $3.84K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Elme Communities as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.