LPL Financial LLC

Position in ELME — Elme Communities

CIK 1403438 FORT MILL, SC

Position in ELME

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$19,180

-$5,271 QoQ

Shares Held

12,960

+6.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#95

of 158 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. ELME ranks #17 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	30,873	$9,002,258
2			109,583	$7,403,252
3	MAA	Mid America Apartment Communities Inc.	44,152	$6,134,478
4	UDR	UDR, Inc.	143,184	$5,715,905
5	ELS	Equity Lifestyle Properties Inc	86,700	$5,587,815
6	IRT	Independence Realty Trust, Inc.	334,131	$5,576,646
7	AIV	Apartment Investment & Management Co	1,633,396	$4,851,186
8	VMRK	Vivmark Residential	71,400	$4,850,202

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,180	12,960	+6.5%	Shares	Sole	2026-08-07
2026-03-31	$24,451	12,165	-15.0%	Shares	Sole	2026-05-06
2025-12-31	$248,994	14,310	+6.0%	Shares	Sole	2026-02-11
2025-09-30	$227,643	13,502	+9.9%	Shares	Sole	2025-11-12
2025-06-30	$195,395	12,289	-9.4%	Shares	Sole	2025-08-12
2025-03-31	$235,926	13,559	+20.6%	Shares	Sole	2025-05-07
2024-12-31	$171,726	11,246	+0.6%	Shares	Sole	2025-02-11
2024-09-30	$196,691	11,182	+13.5%	Shares	Sole	2024-11-08
2022-06-30	$209,903	9,850	+11.6%	Shares	Sole	2022-08-12
2022-03-31	$225,012	8,824	-12.9%	Shares	Sole	2022-05-16
2021-12-31	$262,015	10,136	+2.7%	Shares	Sole	2022-02-14
2021-09-30	$244,208	9,867	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.