Position in VMRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,080,561
+$133,688 QoQ
Shares Held
15,907
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#320
of 698 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $5,762,295 across 6 REIT - Residential names. VMRK ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
9,582 | $1,097,042 | |
| 2 | AVB |
Avalonbay Communities Inc
|
5,795 | $1,093,458 | |
| 3 | VMRK |
Vivmark Residential
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|
15,907 | $1,080,561 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
7,551 | $1,049,135 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
15,882 | $1,023,594 | |
| 6 | MRP |
Millrose Properties, Inc.
|
13,927 | $418,505 |
All Filings in VMRK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,561 | 15,907 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $946,873 | 16,008 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,268,868 | 20,128 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $1,195,822 | 18,474 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,251,129 | 18,538 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,323,943 | 18,496 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,328,564 | 18,514 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,381,977 | 18,560 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,279,531 | 18,453 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,207,609 | 19,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,117,209 | 18,267 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,140,911 | 19,433 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||