HighMark Wealth Management LLC

Position in ELME — Elme Communities

CIK 1802451 ST. PAUL, MN

Position in ELME

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

Position Value

$513

-$184 QoQ

Shares Held

347

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#136

of 159 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HighMark Wealth Management LLC holds $9,110 across 2 REIT - Residential names. ELME ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSR	Centerspace	153	$8,597
2	ELME	Elme Communities This page	347	$513

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513	347	0.0%	Shares	Sole	2026-08-12
2026-03-31	$697	347	0.0%	Shares	Sole	2026-05-06
2025-12-31	$6,037	347	+1.2%	Shares	Sole	2026-02-05
2025-09-30	$5,782	343	+1.2%	Shares	Sole	2025-10-20
2025-06-30	$5,390	339	+0.9%	Shares	Sole	2025-07-21
2025-03-31	$5,846	336	+1.2%	Shares	Sole	2025-04-24
2024-12-31	$5,069	332	+1.2%	Shares	Sole	2025-01-31
2024-09-30	$5,769	328	+1.2%	Shares	Sole	2024-10-17
2024-06-30	$5,161	324	+1.2%	Shares	Sole	2024-07-29
2024-03-31	$4,454	320	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$4,613	316	+1.3%	Shares	Sole	2024-01-23
2023-09-30	$4,255	312	+1.0%	Shares	Sole	2023-10-18
2023-06-30	$5,079	309	+1.0%	Shares	Sole	2023-07-26
2023-03-31	$5,465	306	+1.0%	Shares	Sole	2023-04-21
2022-12-31	$5,393	303	+1.0%	Shares	Sole	2023-02-02
2022-09-30	$5,268	300	0.0%	Shares	Sole	2022-10-21
2022-06-30	$6,393	300	0.0%	Shares	Sole	2022-07-19
2022-03-31	$7,650	300	0.0%	Shares	Sole	2022-04-25
2021-12-31	$7,755	300	0.0%	Shares	Sole	2022-01-20
2021-09-30	$7,425	300	0.0%	Shares	Sole	2021-11-01
2021-06-30	$6,900	300	0.0%	Shares	Sole	2021-08-02
2021-03-31	$6,630	300	0.0%	Shares	Sole	2021-04-22
2020-12-31	$6,489	300	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.