Global Retirement Partners, LLC
PensionPosition in VMRK — Vivmark Residential
CIK 1749744
San Rafael, CA
Position in VMRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$123,292
-$80,075 QoQ
Shares Held
1,815
-43.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 698 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $1,669,745 across 18 REIT - Residential names. VMRK ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,556 | $293,601 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
779 | $227,148 | |
| 3 | UDR |
UDR, Inc.
|
4,689 | $187,184 | |
| 4 | CPT |
Camden Property Trust
|
1,446 | $165,552 | |
| 5 | SUI |
Sun Communities Inc
|
1,119 | $134,179 | |
| 6 | VMRK |
Vivmark Residential
This page
|
1,815 | $123,292 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
762 | $105,872 | |
| 8 | MRP |
Millrose Properties, Inc.
|
3,433 | $103,161 |
All Filings in VMRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,292 | 1,815 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $203,367 | 3,226 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $39,032 | 603 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,064 | 564 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $39,539 | 551 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $40,059 | 538 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $27,666 | 399 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $23,855 | 378 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $20,366 | 333 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $23,014 | 392 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $29,488 | 447 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $20,940 | 349 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $19,411 | 329 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,302 | 64 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,716 | 93 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,485 | 61 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $9,386 | 116 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,311 | 43 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,865 | 40 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,371 | 40 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,053 | 40 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,646 | 45 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,776 | 45 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||