Back to ELME
Creative Planning ELME Position History
Elme Communities • Real Estate
Quarters held
5
Latest value
$22K
Q3 2026
Peak value
$350K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $301K |
| Q4 2025 | $350K |
| Q1 2026 | $75K |
| Q2 2026 | $28K |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 12.4K | — | — |
| Q2 2026 | $28K | 18.7K | — | — |
| Q1 2026 | $75K | 37.1K | — | — |
| Q4 2025 | $350K | 20.1K | — | — |
| Q3 2025 | $301K | 17.9K | — | — |
Other funds holding ELME
$235.4M
$223.4M
$220.6M
$212.7M
$166.3M
$162.3M
$152.2M
$91.1M