Position in VMRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$200,733
-$4,147 QoQ
Shares Held
2,955
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 698 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $4,022,026 across 8 REIT - Residential names. VMRK ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,592 | $2,187,294 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,629 | $365,273 | |
| 3 | INVH |
Invitation Homes Inc.
|
10,048 | $303,550 | |
| 4 | UDR |
UDR, Inc.
|
7,299 | $291,376 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
863 | $251,642 | |
| 6 | CPT |
Camden Property Trust
|
2,146 | $245,695 | |
| 7 | VMRK |
Vivmark Residential
This page
|
2,955 | $200,733 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
10,573 | $176,463 |
All Filings in VMRK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,733 | 2,955 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $204,880 | 3,250 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,164,469 | 64,336 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,206,449 | 62,327 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,516,984 | 63,104 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,489,090 | 62,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,582,119 | 61,538 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $232,289 | 3,350 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $211,552 | 3,459 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $217,437 | 3,296 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $220,271 | 3,050 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $237,388 | 2,640 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $240,639 | 2,659 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||