Position in VMRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,374,968
+$679,611 QoQ
Shares Held
34,962
+22.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#258
of 698 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Summit Place Financial Advisors, LLC holds $2,374,968 across 1 REIT - Residential name. VMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
34,962 | $2,374,968 |
All Filings in VMRK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,374,968 | 34,962 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,695,357 | 28,662 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,734,545 | 27,515 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,881,377 | 29,065 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,859,349 | 27,550 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,714,341 | 23,950 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,498,707 | 20,885 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,417,346 | 19,035 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $416,040 | 6,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $378,660 | 6,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $366,960 | 6,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $352,260 | 6,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $395,820 | 6,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $360,000 | 6,000 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,292,100 | 21,900 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,352,802 | 20,125 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,507,592 | 20,875 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,632,048 | 18,150 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $543,000 | 6,000 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $485,520 | 6,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $462,000 | 6,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $429,780 | 6,000 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||