Position in VMRK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,428,004
+$1,733,004 QoQ
Shares Held
138,790
+6.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#148
of 698 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Soltis Investment Advisors LLC holds $11,106,898 across 3 REIT - Residential names. VMRK ranks #1 (84.9% of the industry book) .
All Filings in VMRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,428,004 | 138,790 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,695,000 | 130,093 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,280,111 | 115,484 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $7,889,616 | 121,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,580,747 | 97,507 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,666,245 | 93,130 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,296,080 | 45,932 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,225,905 | 43,324 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||