Position in VMRK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$317,844
+$94,850 QoQ
Shares Held
4,679
+35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#447
of 698 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Baron Wealth Management LLC holds $521,761 across 2 REIT - Residential names. VMRK ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
4,679 | $317,844 | |
| 2 | INVH |
Invitation Homes Inc.
|
6,750 | $203,917 |
All Filings in VMRK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,844 | 4,679 | Shares | Sole | 2026-07-07 | |
| 2025-09-30 | $222,994 | 3,445 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $223,796 | 3,316 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $368,851 | 5,153 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $283,308 | 3,948 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $300,520 | 4,036 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $255,656 | 3,687 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $225,933 | 3,580 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $201,155 | 3,289 | Shares | Sole | 2024-01-04 | |
| No filing history on record for this holder in this stock. | ||||||