Prestige Wealth Management Group LLC
Position in VMRK — Vivmark Residential
CIK 1772715
FLEMINGTON, NJ
Position in VMRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$174,648
-$97,915 QoQ
Shares Held
2,571
-44.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#511
of 698 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $491,870 across 8 REIT - Residential names. VMRK ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
952 | $179,632 | |
| 2 | VMRK |
Vivmark Residential
This page
|
2,571 | $174,648 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
870 | $120,877 | |
| 4 | CPT |
Camden Property Trust
|
87 | $9,960 | |
| 5 | INVH |
Invitation Homes Inc.
|
120 | $3,624 | |
| 6 | MRP |
Millrose Properties, Inc.
|
55 | $1,652 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
3 | $874 | |
| 8 | AMH |
American Homes 4 Rent
|
18 | $603 |
All Filings in VMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,648 | 2,571 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $272,563 | 4,608 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,386 | 22 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $313,810 | 4,848 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $318,552 | 4,720 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $340,649 | 4,759 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $336,267 | 4,686 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $327,847 | 4,403 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $416 | 6 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $262,916 | 4,166 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $366 | 6 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $352 | 6 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $395 | 6 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $360 | 6 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $354 | 6 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $403 | 6 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $433 | 6 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $539 | 6 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $543 | 6 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $485 | 6 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $462 | 6 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $3,366 | 47 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,786 | 47 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $16,630 | 324 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,999 | 136 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,895 | 290 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||