Position in VMRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$527,000
+$69,357 QoQ
Shares Held
7,758
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#383
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Fiduciary Group, LLC holds $527,000 across 1 REIT - Residential name. VMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
7,758 | $527,000 |
All Filings in VMRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,000 | 7,758 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $457,643 | 7,737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $491,838 | 7,802 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $505,023 | 7,802 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $546,803 | 8,102 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $579,941 | 8,102 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $602,138 | 8,391 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $628,963 | 8,447 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $585,714 | 8,447 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $533,090 | 8,447 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $516,618 | 8,447 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $520,170 | 8,860 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $584,494 | 8,860 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $531,600 | 8,860 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $522,740 | 8,860 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $595,569 | 8,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,869 | 8,860 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $796,691 | 8,860 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $801,830 | 8,860 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $716,951 | 8,860 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $683,375 | 8,875 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $641,088 | 8,950 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $536,484 | 9,050 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $464,536 | 9,050 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $532,321 | 9,050 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $558,475 | 9,050 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||