Compound Planning, Inc.

Position in VMRK — Vivmark Residential

CIK 1978879 NEW YORK, NY

Position in VMRK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$360,708

+$122,867 QoQ

Shares Held

5,310

+32.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#430

of 703 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $2,075,088 across 5 REIT - Residential names. VMRK ranks #4 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	4,606	$527,339
2	UDR	UDR, Inc.	13,153	$525,067
3	AVB	Avalonbay Communities Inc	2,255	$425,495
4	VMRK	Vivmark Residential This page	5,310	$360,708
5	ESS	Essex Property Trust, Inc.	811	$236,479

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,708	5,310	+32.1%	Shares	Other	2026-08-04
2026-03-31	$237,841	4,021	+12.8%	Shares	Sole	2026-05-14
2025-12-31	$224,736	3,565	-5.5%	Shares	Sole	2026-02-19
2025-09-30	$244,096	3,771	+14.9%	Shares	Sole	2025-11-10
2025-06-30	$221,502	3,282	+6.8%	Shares	Sole	2025-08-14
2025-03-31	$219,965	3,073	-17.1%	Shares	Sole	2025-05-14
2024-12-31	$266,014	3,707	+8.3%	Shares	Sole	2025-01-17
2024-09-30	$254,876	3,423	+15.8%	Shares	Sole	2024-10-08
2024-06-30	$205,038	2,957	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.