Position in VMRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$827,319
+$564,102 QoQ
Shares Held
12,179
+173.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 698 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $7,144,738 across 8 REIT - Residential names. VMRK ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
172,574 | $2,880,260 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,778 | $941,735 | |
| 3 | VMRK |
Vivmark Residential
This page
|
12,179 | $827,319 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,282 | $665,408 | |
| 5 | CPT |
Camden Property Trust
|
5,468 | $626,031 | |
| 6 | UDR |
UDR, Inc.
|
12,448 | $496,924 | |
| 7 | AVB |
Avalonbay Communities Inc
|
2,595 | $489,650 | |
| 8 | MRP |
Millrose Properties, Inc.
|
7,235 | $217,411 |
All Filings in VMRK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,319 | 12,179 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $263,217 | 4,450 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $345,017 | 5,473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $425,470 | 6,573 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,671 | 6,322 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $467,560 | 6,532 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $466,368 | 6,499 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $398,011 | 5,740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $338,711 | 5,367 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||