Position in ELME
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,568
-$31,462 QoQ
Shares Held
1,060
-31.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 159 holders
Holding Since
Mar 2021
7 quarters on record
Common Shares in ELME Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $251,903 across 9 REIT - Residential names. ELME ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
4,004 | $120,960 | |
| 2 | AVB |
Avalonbay Communities Inc
|
351 | $66,230 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
235 | $32,650 | |
| 4 | VMRK |
Vivmark Residential
|
334 | $22,688 | |
| 5 | CPT |
Camden Property Trust
|
41 | $4,694 | |
| 6 | ELME |
Elme Communities
This page
|
1,060 | $1,568 | |
| 7 | UDR |
UDR, Inc.
|
35 | $1,397 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 |
All Filings in ELME
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,568 | 1,060 | Shares | Sole | 2026-07-15 | |
| 2022-06-30 | $33,030 | 1,550 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $39,525 | 1,550 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $40,067 | 1,550 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $38,362 | 1,550 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,650 | 1,550 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $34,255 | 1,550 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||