Cornerstone Financial Management LLC
Position in VMRK — Vivmark Residential
CIK 2110329
PROVIDENCE, RI
Position in VMRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,668
+$770 QoQ
Shares Held
54
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#650
of 698 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $19,991 across 12 REIT - Residential names. VMRK ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
27 | $5,094 | |
| 2 | VMRK |
Vivmark Residential
This page
|
54 | $3,668 | |
| 3 | MRP |
Millrose Properties, Inc.
|
85 | $2,554 | |
| 4 | INVH |
Invitation Homes Inc.
|
74 | $2,235 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
7 | $2,041 | |
| 6 | AIV |
Apartment Investment & Management Co
|
287 | $852 | |
| 7 | CPT |
Camden Property Trust
|
6 | $686 | |
| 8 | CSR |
Centerspace
|
12 | $674 |
All Filings in VMRK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,668 | 54 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,898 | 49 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,088 | 49 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||