Position in VMRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$390,733
+$80,137 QoQ
Shares Held
5,752
+9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 698 holders
Holding Since
Sep 2023
8 quarters on record
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,135,849 across 6 REIT - Residential names. VMRK ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
13,914 | $1,933,211 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
3,009 | $877,394 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
51,295 | $856,113 | |
| 4 | CPT |
Camden Property Trust
|
6,919 | $792,156 | |
| 5 | VMRK |
Vivmark Residential
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|
5,752 | $390,733 | |
| 6 | AVB |
Avalonbay Communities Inc
|
1,517 | $286,242 |
All Filings in VMRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,733 | 5,752 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $310,596 | 5,251 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $304,294 | 4,827 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $388,703 | 6,005 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $470,540 | 6,972 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $634,556 | 8,865 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $325,332 | 5,155 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $210,768 | 3,590 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||