Position in VMRK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$215,949
+$15,545 QoQ
Shares Held
3,179
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#503
of 703 holders
Holding Since
Dec 2025
2 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, 2026HEFFERNAN ADVISORY, INC holds $475,154 across 2 REIT - Residential names. VMRK ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
2,264 | $259,205 | |
| 2 | VMRK |
Vivmark Residential
This page
|
3,179 | $215,949 |
All Filings in VMRK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,949 | 3,179 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $200,404 | 3,179 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||