Waverly Advisors, LLC

Position in VMRK — Vivmark Residential

CIK 1568787 BIRMINGHAM, AL

Position in VMRK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$259,764

New position

Shares Held

3,824

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#477

of 698 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Waverly Advisors, LLC holds $2,435,615 across 4 REIT - Residential names. VMRK ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	11,344	$1,576,135
2	ESS	Essex Property Trust, Inc.	1,175	$342,618
3	VMRK	Vivmark Residential This page	3,824	$259,764
4	AMH	American Homes 4 Rent	7,670	$257,098

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,764	3,824	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.