Envestnet Portfolio Solutions, Inc.

Position in VMRK — Vivmark Residential

CIK 1998033 BERWYN, PA

Position in VMRK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$429,657

-$73,236 QoQ

Shares Held

6,325

-25.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#394

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

Envestnet Portfolio Solutions, Inc. holds $1,889,983 across 4 REIT - Residential names. VMRK ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	6,549	$749,795
2	MAA	Mid America Apartment Communities Inc.	3,506	$487,123
3	VMRK	Vivmark Residential This page	6,325	$429,657
4	AVB	Avalonbay Communities Inc	1,184	$223,408

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,657	6,325	-25.6%	Shares	Sole	2026-07-20
2026-03-31	$502,893	8,502	+1.1%	Shares	Sole	2026-04-29
2025-12-31	$530,292	8,412	+7.6%	Shares	Sole	2026-02-06
2025-09-30	$505,864	7,815	+10.4%	Shares	Sole	2025-10-30
2025-06-30	$477,559	7,076	+6.1%	Shares	Sole	2025-07-25
2025-03-31	$477,510	6,671	+52.6%	Shares	Sole	2025-04-21
2024-12-31	$313,734	4,372	+49.9%	Shares	Sole	2025-02-10
2024-09-30	$217,199	2,917	-18.1%	Shares	Sole	2024-10-31
2024-06-30	$246,850	3,560	+12.2%	Shares	Sole	2024-07-16
2024-03-31	$200,184	3,172	-6.9%	Shares	Sole	2024-05-06
2023-12-31	$208,372	3,407	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.