Position in VMRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$103,525
+$10,068 QoQ
Shares Held
1,524
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#526
of 698 holders
Holding Since
Mar 2020
24 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, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. VMRK ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
41,083 | $5,708,072 | |
| 2 | AVB |
Avalonbay Communities Inc
|
7,948 | $1,499,708 | |
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
This page
|
1,524 | $103,525 |
All Filings in VMRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,525 | 1,524 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $93,457 | 1,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,565 | 1,278 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $53,013 | 819 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $45,488 | 674 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $66,497 | 929 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $44,993 | 627 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $37,527 | 504 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $37,374 | 539 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $35,026 | 555 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,846 | 488 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,974 | 221 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $26,388 | 400 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,500 | 125 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,304 | 56 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,444 | 81 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,098 | 486 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $29,493 | 328 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $29,141 | 322 | Shares | Sole | 2022-01-21 | |
| 2021-03-31 | $214 | 3 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $177 | 3 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $153 | 3 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $176 | 3 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $185 | 3 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||