Position in ELME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,683
-$46,940 QoQ
Shares Held
18,705
-49.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 158 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ELME Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Creative Planning holds $125,958,249 across 15 REIT - Residential names. ELME ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
213,452 | $29,657,020 | |
| 2 | 269,695 | $18,220,099 | |||
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in ELME
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,683 | 18,705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $74,623 | 37,126 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,366 | 20,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $301,119 | 17,860 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,737 | 14,386 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $192,774 | 11,079 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||