UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in VMRK — Vivmark Residential
CIK 1463217
IRVING, TX
Position in VMRK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,042,385
+$135,853 QoQ
Shares Held
15,345
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. VMRK ranks #1 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
|
9,177 | $366,345 |
All Filings in VMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,385 | 15,345 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $906,532 | 15,326 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $919,942 | 14,593 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $750,155 | 11,589 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $766,821 | 11,362 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $801,552 | 11,198 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $727,144 | 10,133 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $759,119 | 10,195 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $717,738 | 10,351 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $632,993 | 10,030 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $632,944 | 10,349 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $862,626 | 14,693 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,166,481 | 17,682 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,041,840 | 17,364 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,097,282 | 18,598 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,523,810 | 22,669 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,681,714 | 23,286 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,044,780 | 22,740 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,038,784 | 22,528 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,665,900 | 20,587 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,560,559 | 20,267 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,333,535 | 18,617 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,088,084 | 18,355 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,610,273 | 31,371 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,956,529 | 33,263 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,039,526 | 49,255 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||