CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in VMRK — Vivmark Residential
CIK 1034642
PASADENA, CA
Position in VMRK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$309,709
-$23,520 QoQ
Shares Held
5,236
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $1,964,505 across 2 REIT - Residential names. VMRK ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
6,838 | $1,654,796 | |
| 2 | VMRK |
Vivmark Residential
This page
|
5,236 | $309,709 |
All Filings in VMRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,709 | 5,236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $333,229 | 5,286 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $342,162 | 5,286 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $359,991 | 5,334 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $381,807 | 5,334 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $382,767 | 5,334 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $397,169 | 5,334 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $444,400 | 6,409 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $404,471 | 6,409 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $391,974 | 6,409 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $393,885 | 6,709 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $442,592 | 6,709 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $402,540 | 6,709 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $395,831 | 6,709 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $452,861 | 6,737 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $486,546 | 6,737 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $593,292 | 6,598 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $597,119 | 6,598 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $530,026 | 6,550 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $504,350 | 6,550 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $469,176 | 6,550 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $388,284 | 6,550 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $336,211 | 6,550 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $385,271 | 6,550 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $398,029 | 6,450 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||