Transamerica Financial Advisors, LLC
Position in VMRK — Vivmark Residential
CIK 1502149
CEDAR RAPIDS, IA
Position in VMRK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$324,841
+$41,868 QoQ
Shares Held
4,782
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#445
of 698 holders
Holding Since
Jun 2020
18 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, 2026Transamerica Financial Advisors, LLC holds $376,858 across 12 REIT - Residential names. VMRK ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
4,782 | $324,841 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
265 | $36,819 | |
| 3 | SUI |
Sun Communities Inc
|
39 | $4,676 | |
| 4 | CPT |
Camden Property Trust
|
25 | $2,862 | |
| 5 | AVB |
Avalonbay Communities Inc
|
14 | $2,641 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
5 | $1,457 | |
| 7 | UDR |
UDR, Inc.
|
33 | $1,317 | |
| 8 | INVH |
Invitation Homes Inc.
|
42 | $1,268 |
All Filings in VMRK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,841 | 4,782 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $282,973 | 4,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $260,292 | 4,129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $269,470 | 4,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,745 | 3,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $299,705 | 4,187 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $274,625 | 3,827 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $273,714 | 3,676 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $336,368 | 4,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $306,146 | 4,851 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $235,466 | 3,850 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $228,792 | 3,897 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $273,907 | 4,152 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $249,720 | 4,162 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $215,763 | 3,657 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $247,235 | 3,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $246,920 | 3,419 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $58 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||