BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in VMRK — Vivmark Residential
CIK 2010186
CINCINNATI, OH
Position in VMRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$70,647
+$9,131 QoQ
Shares Held
1,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#546
of 698 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $127,429 across 9 REIT - Residential names. VMRK ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
1,040 | $70,647 | |
| 2 | SUI |
Sun Communities Inc
|
261 | $31,296 | |
| 3 | AVB |
Avalonbay Communities Inc
|
37 | $6,981 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20 | $5,831 | |
| 5 | MRP |
Millrose Properties, Inc.
|
170 | $5,108 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
69 | $4,447 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
11 | $1,528 | |
| 8 | CPT |
Camden Property Trust
|
11 | $1,259 |
All Filings in VMRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,647 | 1,040 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $61,516 | 1,040 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $65,561 | 1,040 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $67,513 | 1,043 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $67,894 | 1,006 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $72,224 | 1,009 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $72,190 | 1,006 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $74,906 | 1,006 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $69,756 | 1,006 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $63,488 | 1,006 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $61,526 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,062 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $66,365 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $60,360 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $59,354 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $67,623 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $72,653 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $90,459 | 1,006 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $97,589 | 1,206 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $92,862 | 1,206 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $86,385 | 1,206 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $95,203 | 1,606 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $82,435 | 1,606 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $94,464 | 1,606 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $99,106 | 1,606 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||