Position in VMRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,563,270
+$573,346 QoQ
Shares Held
37,734
+12.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#251
of 698 holders
Holding Since
Mar 2025
6 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, 2026Summit Financial, LLC holds $3,015,102 across 2 REIT - Residential names. VMRK ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
37,734 | $2,563,270 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
3,252 | $451,832 |
All Filings in VMRK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,563,270 | 37,734 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,989,924 | 33,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,207,163 | 66,738 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,003,097 | 61,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,018,422 | 59,541 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,196,592 | 58,628 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||