Pathstone Holdings, LLC

Position in VMRK — Vivmark Residential

CIK 2011612 ENGLEWOOD, NJ

Position in VMRK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,481,347

+$264,219 QoQ

Shares Held

21,807

+6.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#296

of 698 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 55% Shared 3% None 43%

Real Estate · as of Jun 30, 2026

Pathstone Holdings, LLC holds $27,672,716 across 12 REIT - Residential names. VMRK ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	62,501	$8,683,888
2	IRT	Independence Realty Trust, Inc.	268,335	$4,478,510
3	UDR	UDR, Inc.	68,200	$2,722,543
4	ESS	Essex Property Trust, Inc.	7,194	$2,097,697
5	AVB	Avalonbay Communities Inc	8,361	$1,577,636
6	VMRK	Vivmark Residential This page	21,807	$1,481,347
7	CPT	Camden Property Trust	11,691	$1,338,501
8	SUI	Sun Communities Inc	10,774	$1,291,909

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,481,347	21,807	+6.0%	Shares	Other	2026-08-13
2026-03-31	$1,217,128	20,577	+9.5%	Shares	Defined	2026-05-11
2025-12-31	$1,184,394	18,788	-18.1%	Shares	Sole	2026-02-13
2025-09-30	$1,484,581	22,935	-3.3%	Shares	Sole	2025-11-13
2025-06-30	$1,600,321	23,712	+22.5%	Shares	Defined	2025-08-12
2025-03-31	$1,385,644	19,358	+6.9%	Shares	Other	2025-05-15
2024-12-31	$1,299,644	18,111	+6.3%	Shares	Other	2025-02-14
2024-09-30	$1,269,095	17,044	+0.8%	Shares	Sole	2024-11-07
2024-06-30	$1,172,885	16,915	+20.1%	Shares	Defined	2024-08-14
2024-03-31	$888,714	14,082	+10.4%	Shares	Sole	2024-05-13
2023-12-31	$780,094	12,755	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.