KINGSWOOD WEALTH ADVISORS, LLC

Position in VMRK — Vivmark Residential

CIK 1987855 SAN DIEGO, CA

Position in VMRK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$718,767

+$79,415 QoQ

Shares Held

10,581

-2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#355

of 698 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,319,585 across 5 REIT - Residential names. VMRK ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	10,218	$2,979,466
2	MAA	Mid America Apartment Communities Inc.	20,502	$2,848,547
3	VMRK	Vivmark Residential This page	10,581	$718,767
4	UDR	UDR, Inc.	14,734	$588,181
5	IRT	Independence Realty Trust, Inc.	11,062	$184,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,767	10,581	-2.1%	Shares	Sole	2026-07-27
2026-03-31	$639,352	10,809	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$691,611	10,971	-2.7%	Shares	Sole	2026-01-28
2025-09-30	$729,895	11,276	-4.1%	Shares	Sole	2025-10-23
2025-06-30	$793,682	11,760	0.0%	Shares	Sole	2025-07-23
2025-03-31	$841,780	11,760	-6.0%	Shares	Sole	2025-07-25
2024-12-31	$897,574	12,508	-9.2%	Shares	Sole	2025-01-22
2024-09-30	$1,025,686	13,775	-2.6%	Shares	Sole	2024-10-21
2024-06-30	$980,328	14,138	+49.3%	Shares	Sole	2024-07-09
2024-03-31	$597,462	9,467	-39.8%	Shares	Sole	2024-04-15
2023-12-31	$961,496	15,721	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.