Position in VMRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,688,671
+$206,254 QoQ
Shares Held
24,859
-0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 703 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $21,153,464 across 13 REIT - Residential names. VMRK ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
45,627 | $6,339,415 | |
| 2 | AMH |
American Homes 4 Rent
|
63,961 | $2,143,972 | |
| 3 | VMRK |
Vivmark Residential
This page
|
24,859 | $1,688,671 | |
| 4 | MRP |
Millrose Properties, Inc.
|
55,982 | $1,682,259 | |
| 5 | INVH |
Invitation Homes Inc.
|
54,919 | $1,659,102 | |
| 6 | UDR |
UDR, Inc.
|
39,634 | $1,582,189 | |
| 7 | AVB |
Avalonbay Communities Inc
|
7,843 | $1,479,895 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4,985 | $1,453,576 |
All Filings in VMRK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,671 | 24,859 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,482,417 | 25,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,649,189 | 26,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,554,296 | 24,012 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,719,645 | 25,480 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,749,987 | 24,448 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,716,714 | 23,923 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,863,435 | 25,026 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,927,721 | 27,801 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,647,234 | 26,101 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,817,797 | 29,722 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,816,898 | 30,947 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,916,098 | 29,045 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,387,680 | 23,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,301,186 | 22,054 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,440,457 | 21,429 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||