AE Wealth Management LLC

Position in VMRK — Vivmark Residential

CIK 1697723 TOPEKA, KS

Position in VMRK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$762,239

+$57,470 QoQ

Shares Held

11,221

-5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#347

of 698 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $1,008,749 across 2 REIT - Residential names. VMRK ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VMRK	Vivmark Residential This page	11,221	$762,239
2	IRT	Independence Realty Trust, Inc.	14,770	$246,510

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,239	11,221	-5.8%	Shares	Other	2026-08-03
2026-03-31	$704,769	11,915	+8.0%	Shares	Other	2026-05-13
2025-12-31	$695,392	11,031	+3.3%	Shares	Sole	2026-01-26
2025-09-30	$691,380	10,681	+130.5%	Shares	Sole	2025-11-03
2024-06-30	$321,321	4,634	-56.0%	Shares	Sole	2024-08-12
2023-12-31	$643,892	10,528	-39.4%	Shares	Sole	2024-02-14
2023-09-30	$1,019,264	17,361	-77.0%	Shares	Sole	2023-10-11
2023-06-30	$4,986,210	75,583	+696.4%	Shares	Sole	2023-07-10
2023-03-31	$569,460	9,491	+6.5%	Shares	Sole	2023-04-14
2022-12-31	$525,926	8,914	+8.3%	Shares	Sole	2023-01-31
2022-09-30	$553,086	8,228	+3.0%	Shares	Sole	2022-10-25
2022-06-30	$576,748	7,986	+6.3%	Shares	Sole	2022-08-03
2022-03-31	$675,389	7,511	+6.0%	Shares	Sole	2022-04-18
2021-12-31	$641,102	7,084	-87.1%	Shares	Sole	2022-01-20
2021-09-30	$4,455,940	55,066	+6.7%	Shares	Sole	2021-11-01
2021-06-30	$3,973,508	51,604	+20.7%	Shares	Sole	2021-07-21
2021-03-31	$3,063,113	42,763	+10.5%	Shares	Sole	2021-04-27
2020-12-31	$2,294,669	38,709	+20.4%	Shares	Sole	2021-02-01
2020-09-30	$1,650,156	32,148	+18.5%	Shares	Sole	2020-11-06
2020-06-30	$1,595,492	27,125	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.