Position in VMRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,746,465
+$1,248,424 QoQ
Shares Held
114,036
+3.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $209,524,402 across 15 REIT - Residential names. VMRK ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
264,367 | $49,883,409 | |
| 2 | SUI |
Sun Communities Inc
|
247,912 | $29,727,127 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
182,219 | $25,317,507 | |
| 4 | CPT |
Camden Property Trust
|
206,434 | $23,634,628 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
327,727 | $21,122,005 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
53,002 | $15,454,853 | |
| 7 | INVH |
Invitation Homes Inc.
|
427,974 | $12,929,094 | |
| 8 | MRP |
Millrose Properties, Inc.
|
336,675 | $10,117,083 |
All Filings in VMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,746,465 | 114,036 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,498,041 | 109,857 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,265,927 | 115,259 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,582,874 | 132,595 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,671,789 | 143,307 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,469,560 | 118,323 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,611,197 | 203,612 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,699,525 | 170,555 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $14,479,509 | 208,819 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,746,411 | 186,126 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,495,266 | 187,954 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,739,431 | 234,022 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,085,598 | 168,040 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,924,000 | 165,400 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,983,036 | 169,204 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,849,676 | 176,282 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,156,237 | 112,936 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,799,211 | 108,977 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,953,396 | 121,032 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,554,943 | 105,721 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $7,713,552 | 100,176 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,954,153 | 111,045 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,201,932 | 104,621 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,890,322 | 114,754 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,154,630 | 104,635 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,280,401 | 85,568 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||