엘미 커뮤니티
DE ˙ DB
€1.63 ↓ -0.02 (-1.21%)
2026-06-04
주가
SecurityDE:WRI / Elme Communities
InstitutionCreative Planning
Latest Disclosed Ownership37,126 shares
Latest Disclosed Value $ 74,624
Creative Planning reports 84.38% increase in ownership of WRI / Elme Communities

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 37,126 shares of Elme Communities (DE:WRI) valued at $63,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,136 shares of Elme Communities. This represents a change in shares of 84.38% during the quarter. The current value of the position is $60,515 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ELME COMMUNITIES SH BEN INT 939653101 37,126 16,990 84.38 75 -78.86 0.0001
2026-02-17 2025-12-31 13F ELME COMMUNITIES SH BEN INT 939653101 20,136 2,276 12.74 350 16.28 0.0003
2025-11-14 2025-09-30 13F ELME COMMUNITIES SH BEN INT 939653101 17,860 3,474 24.15 301 32.02 0.0002
2025-08-08 2025-06-30 13F ELME COMMUNITIES SH BEN INT 939653101 14,386 3,307 29.85 229 18.75 0.0002
2025-05-15 2025-03-31 13F ELME COMMUNITIES SH BEN INT 939653101 11,079 11,079 193 0.0002
2018-01-17 2017-12-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 0 -8,510 -100.00 0 -100.00
2017-10-17 2017-09-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 8,510 2,849 50.33 279 54.14 0.0013
2017-07-12 2017-06-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 5,661 -600 -9.58 181 -7.65 0.0009
2017-04-07 2017-03-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 6,261 3,278 109.89 196 100.00 0.0011
2017-01-09 2016-12-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 2,983 -856 -22.30 98 -17.65 0.0006
2016-10-12 2016-09-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 3,839 -350 -8.36 119 -9.85 0.0008
2016-07-12 2016-06-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,189 40 0.96 132 9.09 0.0010
2016-04-08 2016-03-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,149 -710 -14.61 121 -7.63 0.0009
2016-01-11 2015-12-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,859 130 2.75 131 11.02 0.0011
2015-10-09 2015-09-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,729 4,729 0.00 118 0.0010
2015-07-09 2015-06-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 0 -4,459 -100.00 0 -100.00
2015-04-13 2015-03-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,459 4,459 0.00 123 0.0012
2015-01-29 2014-12-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 0 -4,256 -100.00 0 -100.00
2014-10-10 2014-09-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,256 577 15.68 108 12.50 0.0013
2014-08-20 2014-06-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 3,679 -30 -0.81 96 7.87 0.0012
2014-04-11 2014-03-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 3,709 -306 -7.62 89 -5.32 0.0013
2014-01-06 2013-12-31 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,015 -671 -14.32 94 -20.34 0.0016
2013-10-10 2013-09-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,686 -264 -5.33 118 -11.28 0.0023
2013-07-09 2013-06-30 13F WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 4,950 4,950 133 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.