Focus Partners Wealth

Position in ELME — Elme Communities

CIK 1542153 ST LOUIS, MO

Position in ELME

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,157

-$17,050 QoQ

Shares Held

13,620

-26.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#94

of 158 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $27,524,985 across 10 REIT - Residential names. ELME ranks #10 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMH	American Homes 4 Rent	282,861	$9,481,500
2	MAA	Mid America Apartment Communities Inc.	60,646	$8,426,155
3	ESS	Essex Property Trust, Inc.	14,960	$4,362,186
4	CPT	Camden Property Trust	17,148	$1,963,274
5	UDR	UDR, Inc.	41,794	$1,668,416
6	INVH	Invitation Homes Inc.	14,962	$452,002
7	MRP	Millrose Properties, Inc.	13,749	$413,157
8			5,798	$391,720

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,157	13,620	-26.4%	Shares	Sole	2026-08-12
2026-03-31	$37,207	18,511	+12.4%	Shares	Sole	2026-05-15
2025-12-31	$286,456	16,463	-12.8%	Shares	Sole	2026-02-13
2025-09-30	$318,215	18,874	-21.5%	Shares	Sole	2025-11-14
2025-06-30	$382,172	24,036	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$415,320	23,869	+0.5%	Shares	Sole	2025-05-20
2024-12-31	$362,662	23,750	-2.3%	Shares	Sole	2025-05-20
2024-09-30	$427,648	24,312	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$386,477	24,261	0.0%	Shares	Sole	2024-08-15
2024-03-31	$337,713	24,261	-4.7%	Shares	Sole	2024-05-16
2023-12-31	$371,730	25,461	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.