Arkadios Wealth Advisors

Position in VMRK — Vivmark Residential

CIK 1800798 ATLANTA, GA

Position in VMRK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$983,218

+$144,117 QoQ

Shares Held

14,474

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#331

of 703 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $5,402,713 across 8 REIT - Residential names. VMRK ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUI	Sun Communities Inc	9,311	$1,116,481
2	BHM	Bluerock Homes Trust, Inc.	121,770	$1,095,930
3	VMRK	Vivmark Residential This page	14,474	$983,218
4	AVB	Avalonbay Communities Inc	3,316	$625,695
5	CPT	Camden Property Trust	4,255	$487,154
6	IRT	Independence Realty Trust, Inc.	27,050	$451,463
7	MAA	Mid America Apartment Communities Inc.	3,103	$431,130
8	MRP	Millrose Properties, Inc.	7,043	$211,642

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,218	14,474	+2.0%	Shares	Sole	2026-08-10
2026-03-31	$839,101	14,186	+17.8%	Shares	Sole	2026-05-18
2025-12-31	$759,126	12,042	+6.6%	Shares	Sole	2026-02-13
2025-09-30	$731,124	11,295	+13.2%	Shares	Sole	2025-10-29
2025-06-30	$673,482	9,979	+8.8%	Shares	Sole	2025-08-04
2025-03-31	$656,531	9,172	+14.6%	Shares	Sole	2025-05-08
2024-12-31	$574,295	8,003	-4.1%	Shares	Sole	2025-01-15
2024-09-30	$621,219	8,343	-8.8%	Shares	Sole	2024-10-24
2024-06-30	$634,669	9,153	-0.1%	Shares	Sole	2024-07-29
2024-03-31	$578,276	9,163	-2.8%	Shares	Sole	2024-04-30
2023-12-31	$576,494	9,426	+108.7%	Shares	Sole	2024-01-24
2023-09-30	$265,193	4,517	+18.9%	Shares	Sole	2023-10-13
2023-06-30	$250,554	3,798	-26.3%	Shares	Sole	2023-07-26
2023-03-31	$309,180	5,153	+0.6%	Shares	Sole	2023-05-02
2022-12-31	$302,139	5,121	-8.8%	Shares	Sole	2023-01-11
2022-09-30	$377,305	5,613	-12.1%	Shares	Sole	2022-10-21
2022-06-30	$461,413	6,389	-4.7%	Shares	Sole	2022-07-14
2022-03-31	$603,093	6,707	-21.1%	Shares	Sole	2022-05-02
2021-12-31	$769,521	8,503	-14.9%	Shares	Sole	2022-02-03
2021-09-30	$808,309	9,989	+0.6%	Shares	Sole	2021-10-19
2021-06-30	$764,841	9,933	+399.1%	Shares	Sole	2021-07-28
2021-03-31	$142,543	1,990	+20.5%	Shares	Sole	2021-04-26
2020-12-31	$97,871	1,651	-82.2%	Shares	Sole	2021-02-09
2020-09-30	$475,675	9,267	+22.0%	Shares	Sole	2020-11-10
2020-06-30	$446,855	7,597	+9639.7%	Shares	Sole	2020-08-10
2020-03-31	$4,813	78	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.