Position in VMRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$638,406
+$111,794 QoQ
Shares Held
9,398
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#367
of 698 holders
Holding Since
Sep 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 Jun 30, 2026NewEdge Wealth, LLC holds $4,633,023 across 8 REIT - Residential names. VMRK ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
7,623 | $1,438,383 | |
| 2 | SUI |
Sun Communities Inc
|
6,014 | $721,138 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
4,950 | $687,753 | |
| 4 | VMRK |
Vivmark Residential
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|
9,398 | $638,406 | |
| 5 | CPT |
Camden Property Trust
|
3,110 | $356,063 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
17,825 | $297,499 | |
| 7 | MRP |
Millrose Properties, Inc.
|
8,730 | $262,336 | |
| 8 | UMH |
Umh Properties, Inc.
|
15,287 | $231,445 |
All Filings in VMRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,406 | 9,398 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $526,612 | 8,903 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $704,030 | 11,168 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $615,841 | 9,514 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $604,575 | 8,958 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $682,300 | 9,532 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $646,701 | 9,012 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $576,469 | 7,742 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||