WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in VMRK — Vivmark Residential

CIK 1632972 PLYMOUTH, MN

Position in VMRK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,460,698

+$183,058 QoQ

Shares Held

21,503

-0.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#299

of 698 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. VMRK ranks #9 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	140,661	$19,543,439
2	SUI	Sun Communities Inc	62,709	$7,519,436
3	AMH	American Homes 4 Rent	171,746	$5,756,925
4	ESS	Essex Property Trust, Inc.	15,297	$4,460,452
5	INVH	Invitation Homes Inc.	118,326	$3,574,628
6	MRP	Millrose Properties, Inc.	107,150	$3,219,857
7	AVB	Avalonbay Communities Inc	9,589	$1,809,348
8	CPT	Camden Property Trust	13,206	$1,511,954

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,460,698	21,503	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$1,277,640	21,600	-23.2%	Shares	Sole	2026-04-08
2025-12-31	$1,772,306	28,114	+20.3%	Shares	Sole	2026-01-08
2025-09-30	$1,512,934	23,373	-0.9%	Shares	Sole	2025-10-29
2025-06-30	$1,592,426	23,595	+14.5%	Shares	Sole	2025-07-10
2025-03-31	$1,474,476	20,599	+4.3%	Shares	Sole	2025-04-16
2024-12-31	$1,417,188	19,749	+1.8%	Shares	Sole	2025-03-17
2024-09-30	$1,443,928	19,392	-23.4%	Shares	Sole	2024-10-24
2024-06-30	$1,754,648	25,305	+30.5%	Shares	Sole	2024-07-16
2024-03-31	$1,223,829	19,392	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$1,194,087	19,524	+248.1%	Shares	Sole	2024-01-30
2023-09-30	$329,304	5,609	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.