Position in VMRK
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$11,228,503
+$2,294,349 QoQ
Shares Held
189,831
+33.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $22,622,907 across 4 REIT - Residential names. VMRK ranks #1 (49.6% of the industry book) .
All Filings in VMRK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,228,503 | 189,831 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,934,154 | 141,722 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,644,497 | 133,547 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,537,958 | 111,690 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,170,410 | 86,203 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,447,038 | 61,971 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,429,997 | 59,495 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,893,302 | 56,148 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||