Woodstock Corp’s Elme Communities ELME Stock Holding History

Woodstock Corp’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	$30.2K	Hold	20,380	–	–	﹤0.01%	161
2026 Q1	$41K	Hold	20,380	–	–	﹤0.01%	154
2025 Q4	$355K	Hold	20,380	–	–	0.03%	132
2025 Q3	$344K	Sell	20,380 -183	-0.9%	-$3.03K	0.03%	133
2025 Q2	$327K	Hold	20,563	–	–	0.03%	137
2025 Q1	$358K	Hold	20,563	–	–	0.04%	131
2024 Q4	$314K	Hold	20,563	–	–	0.03%	141
2024 Q3	$362K	Hold	20,563	–	–	0.03%	135
2024 Q2	$328K	Buy	20,563 +133	+0.7%	+$2.03K	0.03%	136
2024 Q1	$284K	Hold	20,430	–	–	0.03%	141
2023 Q4	$298K	Buy	20,430 +7,205	+54%	+$98.5K	0.03%	141
2023 Q3	$180K	Hold	13,225	–	–	0.02%	161
2023 Q2	$217K	Sell	13,225 -150	-1%	-$2.48K	0.03%	159
2023 Q1	$239K	Hold	13,375	–	–	0.03%	149
2022 Q4	$238K	Buy	+13,375	New	+$246K	0.03%	154
2020 Q3	–	Sell	-9,655	Closed	-$214K	–	159
2020 Q2	$214K	Buy	+9,655	New	+$215K	0.04%	145
2018 Q4	–	Sell	-6,835	Closed	-$209K	–	162
2018 Q3	$209K	Hold	6,835	–	–	0.04%	148
2018 Q2	$207K	Buy	+6,835	New	+$196K	0.04%	148
2018 Q1	–	Sell	-9,865	Closed	-$307K	–	165
2017 Q4	$307K	Sell	9,865 -304	-3%	-$9.87K	0.06%	137
2017 Q3	$333K	Hold	10,169	–	–	0.06%	132
2017 Q2	$324K	Hold	10,169	–	–	0.06%	135
2017 Q1	$318K	Sell	10,169 -2,410	-19%	-$76.9K	0.06%	132
2016 Q4	$411K	Hold	12,579	–	–	0.08%	119
2016 Q3	$391K	Hold	12,579	–	–	0.08%	121
2016 Q2	$396K	Buy	12,579 +2,695	+27%	+$79.4K	0.08%	121
2016 Q1	$289K	Sell	9,884 -175	-2%	-$4.6K	0.06%	129
2015 Q4	$272K	Hold	10,059	–	–	0.06%	128
2015 Q3	$251K	Hold	10,059	–	–	0.06%	133
2015 Q2	$261K	Hold	10,059	–	–	0.05%	144
2015 Q1	$278K	Sell	10,059 -1,210	-11%	-$34.2K	0.05%	142
2014 Q4	$312K	Sell	11,269 -111	-1%	-$3.02K	0.06%	140
2014 Q3	$289K	Sell	11,380 -1,000	-8%	-$26.7K	0.06%	143
2014 Q2	$322K	Hold	12,380	–	–	0.06%	142
2014 Q1	$296K	Hold	12,380	–	–	0.06%	144
2013 Q4	$289K	Hold	12,380	–	–	0.05%	147
2013 Q3	$313K	Hold	12,380	–	–	0.06%	139
2013 Q2	$333K	Buy	+12,380	New	+$348K	0.07%	135

Other funds holding ELME

FNY Investment Advisers New York $277M AUM 98.95% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return