Position in VMRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,396
-$5,594 QoQ
Shares Held
50
-67.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#654
of 698 holders
Holding Since
Mar 2021
19 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, 2026CVA Family Office, LLC holds $185,403 across 11 REIT - Residential names. VMRK ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
1,597 | $47,989 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
256 | $35,568 | |
| 3 | AVB |
Avalonbay Communities Inc
|
160 | $30,190 | |
| 4 | INVH |
Invitation Homes Inc.
|
791 | $23,896 | |
| 5 | CPT |
Camden Property Trust
|
180 | $20,608 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
40 | $11,663 | |
| 7 | SUI |
Sun Communities Inc
|
37 | $4,436 | |
| 8 | UDR |
UDR, Inc.
|
100 | $3,992 |
All Filings in VMRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,396 | 50 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,990 | 152 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $16,831 | 267 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,988 | 247 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $28,008 | 415 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,654 | 79 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,284 | 213 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $15,115 | 203 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,419 | 107 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $631 | 10 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $611 | 10 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $53,105 | 805 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $33,900 | 565 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $46,381 | 690 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $27,082 | 375 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $50,355 | 560 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $37,557 | 415 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $31,955 | 415 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $26,861 | 375 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||