Position in VMRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$67,156,682
+$8,485,387 QoQ
Shares Held
988,616
-0.3% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#48
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 1%
None 3%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $105,533,329 across 14 REIT - Residential names. VMRK ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
988,616 | $67,156,682 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
69,925 | $9,715,377 | |
| 3 | AVB |
Avalonbay Communities Inc
|
42,121 | $7,947,811 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,382 | $5,943,186 | |
| 5 | CPT |
Camden Property Trust
|
32,161 | $3,682,110 | |
| 6 | BRT |
BRT Apartments Corp.
|
168,784 | $2,594,210 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
32,482 | $2,093,463 | |
| 8 | MRP |
Millrose Properties, Inc.
|
53,857 | $1,618,401 |
All Filings in VMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,156,682 | 988,616 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,671,295 | 991,907 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,180,881 | 98,047 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,972,844 | 107,722 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,314,499 | 49,111 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,411,072 | 47,654 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,330,882 | 46,417 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,470,431 | 46,608 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,280,474 | 47,310 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,967,620 | 47,023 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,937,695 | 48,033 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,940,430 | 50,084 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,172,033 | 48,083 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,005,880 | 50,098 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,143,697 | 53,283 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,360,694 | 64,872 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,865,273 | 81,214 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,457,964 | 82,940 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,598,304 | 50,810 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,196,662 | 39,504 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,202,969 | 41,597 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,860,685 | 39,937 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,089,263 | 35,244 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,812,974 | 35,320 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,671,014 | 45,410 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,357,700 | 54,411 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||