Beacon Pointe Advisors, LLC

Position in VMRK — Vivmark Residential

CIK 1744317 NEWPORT BEACH, CA

Position in VMRK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,040,320

-$112,117 QoQ

Shares Held

34,494

+1.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $3,956,104 across 3 REIT - Residential names. VMRK ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential This page	34,494	$2,040,320
2	ESS	Essex Property Trust, Inc.	4,691	$1,135,222
3	ELS	Equity Lifestyle Properties Inc	12,505	$780,562

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,040,320	34,494	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$2,152,437	34,144	+3.0%	Shares	Sole	2026-02-18
2025-09-30	$2,145,411	33,144	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$2,222,580	32,932	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$2,358,632	32,951	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$2,363,200	32,932	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$2,454,350	32,962	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$2,291,478	33,047	-3.1%	Shares	Sole	2024-08-12
2024-03-31	$2,152,114	34,101	+3.3%	Shares	Sole	2024-05-14
2023-12-31	$2,018,585	33,005	-0.3%	Shares	Sole	2024-02-08
2023-09-30	$1,944,064	33,113	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$2,180,902	33,059	-0.2%	Shares	Sole	2023-08-14
2022-12-31	$1,955,319	33,141	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$2,256,037	33,562	+0.3%	Shares	Sole	2022-11-09
2022-06-30	$2,415,614	33,448	-2.7%	Shares	Sole	2022-08-11
2022-03-31	$3,092,168	34,388	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.