Heritage Wealth Advisors »

Washington Real Estate Investment Trust shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Washington Real Estate Investment Trust (ELME) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Washington Real Estate Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including Washington Real Estate Investment Trust held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Washington Real Estate Investment Trust by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $95 65 1.48
2026-03-31 $131 65 2.02
2025-12-31 $1.1k 65 17.40
2025-09-30 $1.1k 65 16.86
2025-06-30 $1.0k 65 15.91
2025-03-31 $1.1k 65 17.40
2024-12-31 $992 65 15.28
2024-09-30 $1.1k 65 17.58
2024-06-30 $1.0k 65 15.92
2024-03-31 $1.0k 75 13.92
2023-12-31 $1.1k 75 14.60
2023-09-30 $1.0k 75 13.64
2023-06-30 $1.2k 75 16.44
2023-03-31 $1.2k 65 17.86
2022-12-31 $1.2k 65 17.80
2022-09-30 $999 65 15.38