MISSION WEALTH MANAGEMENT, LP

Position in VMRK — Vivmark Residential

CIK 1645382 Santa Barbara, CA

Position in VMRK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$255,348

+$37,144 QoQ

Shares Held

3,759

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#478

of 698 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $1,047,649 across 3 REIT - Residential names. VMRK ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	3,819	$530,611
2	AMH	American Homes 4 Rent	7,807	$261,690
3	VMRK	Vivmark Residential This page	3,759	$255,348

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,348	3,759	+1.9%	Shares	Sole	2026-07-20
2026-03-31	$218,204	3,689	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$233,311	3,701	-15.8%	Shares	Sole	2026-02-05
2025-09-30	$284,617	4,397	-1.5%	Shares	Sole	2025-11-04
2025-06-30	$301,342	4,465	-0.2%	Shares	Sole	2025-08-05
2025-03-31	$320,320	4,475	0.0%	Shares	Sole	2025-04-17
2024-12-31	$321,126	4,475	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.