Wealth Enhancement Advisory Services
ELME

Wealth Enhancement Advisory Services’s Elme Communities ELME Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.4K Sell
12,090
-20,041
-62% -$40.6K ﹤0.01% 4044
2026
Q1 		$65.9K Buy
+32,131
New +$106K ﹤0.01% 3395

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
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
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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's ELME Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Elme Communities (ELME) stake by 62% in Q2 2026, selling an estimated $40.6K and leaving 12,090 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

Wealth Enhancement Advisory Services first reported a position in ELME in Q1 2026 and has held it in 2 quarters since. The position peaked at $65.9K in Q1 2026. 20 funds tracked by Wall St. Rank hold ELME as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,090 shares of Elme Communities worth $18.4K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 20,041 Elme Communities shares in Q2 2026, an estimated $40.6K.
  • Elme Communities made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4044 holding.
  • Wealth Enhancement Advisory Services first reported a position in Elme Communities in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Elme Communities position peaked at $65.9K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Elme Communities as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.