Creative Planning

Position in VMRK — Vivmark Residential

CIK 1540235 OVERLAND PARK, KS

Position in VMRK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$16,396,671

+$7,094,033 QoQ

Shares Held

241,376

+53.5% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#114

of 698 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Creative Planning holds $125,958,244 across 15 REIT - Residential names. VMRK ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	213,452	$29,657,020
2	AVB	Avalonbay Communities Inc	96,561	$18,220,094
3	AMH	American Homes 4 Rent	490,138	$16,429,425
4	VMRK	Vivmark Residential This page	241,376	$16,396,671
5	INVH	Invitation Homes Inc.	517,478	$15,633,009
6	ESS	Essex Property Trust, Inc.	39,173	$11,422,454
7	ELS	Equity Lifestyle Properties Inc	62,518	$4,029,284
8	CPT	Camden Property Trust	34,760	$3,979,671

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,396,671	241,376	+53.5%	Shares	Defined	2026-08-13
2026-03-31	$9,302,638	157,272	+42.0%	Shares	Sole	2026-05-12
2025-12-31	$6,984,390	110,793	+243.1%	Shares	Sole	2026-02-17
2025-09-30	$2,090,001	32,288	+76.0%	Shares	Defined	2025-11-14
2025-06-30	$1,238,238	18,347	-15.4%	Shares	Sole	2025-08-08
2025-03-31	$1,551,424	21,674	-4.5%	Shares	Sole	2025-05-15
2024-12-31	$1,628,736	22,697	+26.4%	Shares	Defined	2025-02-14
2024-09-30	$1,337,077	17,957	+7.9%	Shares	Defined	2024-10-11
2024-06-30	$1,154,299	16,647	+7.6%	Shares	Defined	2024-08-15
2024-03-31	$976,500	15,473	+51.4%	Shares	Defined	2024-05-13
2023-12-31	$625,237	10,223	-38.8%	Shares	Defined	2024-02-14
2023-09-30	$981,102	16,711	-26.2%	Shares	Defined	2023-11-16
2023-06-30	$1,493,494	22,639	+36.6%	Shares	Sole	2023-07-21
2023-03-31	$994,680	16,578	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$1,001,702	16,978	-3.5%	Shares	Sole	2023-02-10
2022-09-30	$1,183,072	17,600	+14.7%	Shares	Sole	2022-11-03
2022-06-30	$1,107,927	15,341	+17.2%	Shares	Sole	2022-08-15
2022-03-31	$1,177,142	13,091	+10.1%	Shares	Sole	2022-05-16
2021-12-31	$1,076,407	11,894	+30.4%	Shares	Sole	2022-02-11
2021-09-30	$738,152	9,122	+36.4%	Shares	Sole	2021-11-10
2021-06-30	$514,822	6,686	-50.3%	Shares	Sole	2021-08-04
2021-03-31	$962,922	13,443	+18.9%	Shares	Sole	2021-04-30
2020-12-31	$670,397	11,309	+13.0%	Shares	Sole	2021-01-29
2020-09-30	$513,761	10,009	+41.4%	Shares	Sole	2020-11-05
2020-06-30	$416,327	7,078	-16.6%	Shares	Sole	2020-07-23
2020-03-31	$523,671	8,486	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.