Position in VMRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$342,027
+$111,816 QoQ
Shares Held
5,035
+29.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#437
of 698 holders
Holding Since
Dec 2025
3 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, 2026Aprio Wealth Management, LLC holds $2,163,897 across 7 REIT - Residential names. VMRK ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
11,547 | $348,834 | |
| 2 | VMRK |
Vivmark Residential
This page
|
5,035 | $342,027 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
2,400 | $333,456 | |
| 4 | UDR |
UDR, Inc.
|
7,928 | $316,485 | |
| 5 | AVB |
Avalonbay Communities Inc
|
1,638 | $309,074 | |
| 6 | CPT |
Camden Property Trust
|
2,633 | $301,452 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
729 | $212,569 |
All Filings in VMRK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,027 | 5,035 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $230,211 | 3,892 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $214,777 | 3,407 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||