Position in VMRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,457,567
+$363,728 QoQ
Shares Held
50,899
-2.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 703 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Vontobel Holding Ltd. holds $6,322,446 across 2 REIT - Residential names. VMRK ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
50,899 | $3,457,567 | |
| 2 | AVB |
Avalonbay Communities Inc
|
15,183 | $2,864,879 |
All Filings in VMRK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,457,567 | 50,899 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $3,093,839 | 52,305 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,673,024 | 58,265 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $534,991 | 8,265 | Shares | Defined | 2025-10-15 | |
| 2023-06-30 | $416,996 | 6,321 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $379,260 | 6,321 | Shares | Defined | 2024-06-04 | |
| 2022-09-30 | $2,555,838 | 38,022 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $2,676,473 | 37,060 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $3,332,435 | 37,060 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,327,142 | 36,764 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,680,222 | 20,764 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $1,563,100 | 20,300 | Shares | Defined | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||