Position in VMRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$290,264
+$39,350 QoQ
Shares Held
4,273
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#461
of 698 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Klingman & Associates, LLC holds $528,632 across 2 REIT - Residential names. VMRK ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
4,273 | $290,264 | |
| 2 | CPT |
Camden Property Trust
|
2,082 | $238,368 |
All Filings in VMRK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,264 | 4,273 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $250,914 | 4,242 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $263,633 | 4,182 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $275,814 | 4,261 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $285,347 | 4,228 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $299,490 | 4,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $305,410 | 4,256 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $310,349 | 4,168 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $289,009 | 4,168 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $320,535 | 5,079 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $310,631 | 5,079 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $306,994 | 5,229 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $337,700 | 5,119 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $307,140 | 5,119 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $328,335 | 5,565 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $346,317 | 5,152 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $368,177 | 5,098 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $459,131 | 5,106 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $461,550 | 5,100 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $410,992 | 5,079 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $391,083 | 5,079 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $363,808 | 5,079 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $301,083 | 5,079 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $262,039 | 5,105 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||