Position in VMRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$219,278
New position
Shares Held
3,228
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#499
of 698 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $1,496,866 across 5 REIT - Residential names. VMRK ranks #5 (14.6% of the industry book) .
All Filings in VMRK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,278 | 3,228 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||