LRI Investments, LLC

Position in VMRK — Vivmark Residential

CIK 2023325 PALM BEACH GARDENS, FL

Position in VMRK

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$17,525

+$2,265 QoQ

Shares Held

258

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#594

of 698 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LRI Investments, LLC holds $134,025 across 4 REIT - Residential names. VMRK ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc	1,615	$104,086
2	VMRK	Vivmark Residential This page	258	$17,525
3	ESS	Essex Property Trust, Inc.	34	$9,914
4	MAA	Mid America Apartment Communities Inc.	18	$2,500

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,525	258	0.0%	Shares	Sole	2026-07-14
2026-03-31	$15,260	258	+171.6%	Shares	Sole	2026-04-30
2025-12-31	$5,988	95	-39.5%	Shares	Sole	2026-02-04
2025-09-30	$10,162	157	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.