Position in VMRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$211,330
+$9,955 QoQ
Shares Held
3,111
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 703 holders
Holding Since
Jun 2023
8 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, 2026Modera Wealth Management, LLC holds $211,330 across 1 REIT - Residential name. VMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
3,111 | $211,330 |
All Filings in VMRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,330 | 3,111 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $201,375 | 3,111 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $211,648 | 3,136 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $253,965 | 3,548 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $237,597 | 3,311 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $244,079 | 3,278 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $213,428 | 3,078 | Shares | Sole | 2024-07-29 | |
| 2023-06-30 | $203,055 | 3,078 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||