Position in VMRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$417,361
+$69,382 QoQ
Shares Held
6,144
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#402
of 698 holders
Holding Since
Sep 2023
9 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, 2026HB Wealth Management, LLC holds $7,560,757 across 11 REIT - Residential names. VMRK ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
20,255 | $2,814,229 | |
| 2 | AVB |
Avalonbay Communities Inc
|
3,853 | $727,022 | |
| 3 | AMH |
American Homes 4 Rent
|
19,885 | $666,545 | |
| 4 | SUI |
Sun Communities Inc
|
5,306 | $636,242 | |
| 5 | INVH |
Invitation Homes Inc.
|
17,192 | $519,370 | |
| 6 | UDR |
UDR, Inc.
|
11,098 | $443,032 | |
| 7 | MRP |
Millrose Properties, Inc.
|
14,488 | $435,364 | |
| 8 | VMRK |
Vivmark Residential
This page
|
6,144 | $417,361 |
All Filings in VMRK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,361 | 6,144 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $347,979 | 5,883 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $328,060 | 5,204 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $376,793 | 5,821 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $374,232 | 5,545 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $315,238 | 4,404 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $208,104 | 2,900 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $222,858 | 2,993 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $209,888 | 3,575 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||