Bank Julius Baer & Co. Ltd, Zurich
BankPosition in VMRK — Vivmark Residential
CIK 1544599
ZURICH, V8
Position in VMRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$80,836
-$33,205 QoQ
Shares Held
1,190
-38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $445,175 across 7 REIT - Residential names. VMRK ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
303 | $88,351 | |
| 2 | VMRK |
Vivmark Residential
This page
|
1,190 | $80,836 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,410 | $72,806 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
510 | $70,859 | |
| 5 | SUI |
Sun Communities Inc
|
566 | $67,869 | |
| 6 | AVB |
Avalonbay Communities Inc
|
340 | $64,154 | |
| 7 | MRP |
Millrose Properties, Inc.
|
10 | $300 |
All Filings in VMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,836 | 1,190 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $114,041 | 1,928 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $121,667 | 1,930 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $124,993 | 1,931 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $130,053 | 1,927 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $138,077 | 1,929 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $125,508 | 1,749 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $171,332 | 2,301 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,266 | 3,566 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $232,686 | 3,687 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $72,780 | 1,190 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $70,745 | 1,205 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $447,540 | 6,784 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $409,080 | 6,818 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $415,419 | 7,041 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $990,890 | 14,741 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,569,990 | 21,739 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,772,323 | 19,710 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,918,147 | 21,195 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,042,097 | 25,236 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,737,967 | 22,571 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,970,971 | 27,516 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,058,977 | 17,864 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $918,037 | 17,885 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,001,057 | 17,019 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,198,223 | 19,417 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||