Position in VMRK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$27,172
+$3,512 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#584
of 703 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $265,522 across 6 REIT - Residential names. VMRK ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
848 | $160,009 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
2,685 | $44,812 | |
| 3 | VMRK |
Vivmark Residential
This page
|
400 | $27,172 | |
| 4 | INVH |
Invitation Homes Inc.
|
602 | $18,186 | |
| 5 | SUI |
Sun Communities Inc
|
100 | $11,991 | |
| 6 | AMH |
American Homes 4 Rent
|
100 | $3,352 |
All Filings in VMRK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,172 | 400 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $23,660 | 400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,361 | 323 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $16,376 | 253 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,074 | 253 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,150 | 519 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $38,644 | 519 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,444 | 266 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $16,787 | 266 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,711 | 355 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||