Strategic Wealth Partners, Ltd.

Position in VMRK — Vivmark Residential

CIK 1720777 INDEPENDENCE, OH

Position in VMRK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,510

+$1,229 QoQ

Shares Held

140

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#617

of 698 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $20,969 across 5 REIT - Residential names. VMRK ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential This page	140	$9,510
2	SUI	Sun Communities Inc	57	$6,834
3	CPT	Camden Property Trust	20	$2,289
4	MAA	Mid America Apartment Communities Inc.	15	$2,084
5	BHM	Bluerock Homes Trust, Inc.	28	$252

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,510	140	0.0%	Shares	Sole	2026-08-12
2026-03-31	$8,281	140	0.0%	Shares	Sole	2026-05-12
2025-12-31	$8,825	140	0.0%	Shares	Sole	2026-05-12
2025-09-30	$9,062	140	0.0%	Shares	Sole	2025-11-14
2025-06-30	$9,448	140	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.