Position in VMRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,504,106
-$103,945 QoQ
Shares Held
22,142
-18.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 698 holders
Holding Since
Mar 2020
24 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, 2026Baird Financial Group, Inc. holds $11,314,702 across 6 REIT - Residential names. VMRK ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
36,437 | $6,875,297 | |
| 2 | VMRK |
Vivmark Residential
This page
|
22,142 | $1,504,106 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
3,864 | $1,126,703 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
6,881 | $956,046 | |
| 5 | CPT |
Camden Property Trust
|
4,439 | $508,220 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
20,631 | $344,330 |
All Filings in VMRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,106 | 22,142 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,608,051 | 27,186 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,719,352 | 27,274 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,757,419 | 27,150 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,871,362 | 27,728 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,989,636 | 27,796 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,257,712 | 31,462 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,321,513 | 31,178 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,177,205 | 31,399 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,035,234 | 32,249 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $676,918 | 11,068 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $811,370 | 13,820 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $851,671 | 12,910 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $766,620 | 12,777 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $273,465 | 4,635 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $478,000 | 7,111 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $673,738 | 9,329 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $835,804 | 9,295 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $775,132 | 8,565 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $667,347 | 8,247 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $202,895 | 2,635 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $222,267 | 3,103 | Shares | Defined | 2021-05-13 | |
| 2020-06-30 | $913,297 | 15,527 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $239,866 | 3,887 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||