JONES FINANCIAL COMPANIES LLLP

Position in VMRK — Vivmark Residential

CIK 815917 DES PERES, MO

Position in VMRK

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

Position Value

$40,854,392

+$10,400,247 QoQ

Shares Held

601,419

+16.8% QoQ

Ownership

0.160%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#71

of 698 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $89,515,558 across 19 REIT - Residential names. VMRK ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential This page	601,419	$40,854,392
2	AVB	Avalonbay Communities Inc	95,705	$18,058,575
3	SUI	Sun Communities Inc	109,345	$13,111,558
4	MAA	Mid America Apartment Communities Inc.	67,378	$9,361,498
5	ESS	Essex Property Trust, Inc.	19,646	$5,728,576
6	CPT	Camden Property Trust	5,106	$584,585
7	AMH	American Homes 4 Rent	16,416	$550,264
8	IRT	Independence Realty Trust, Inc.	20,764	$346,551

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,854,392	601,419	+16.8%	Shares	Sole	2026-08-14
2026-03-31	$30,454,145	514,863	+97.1%	Shares	Sole	2026-05-15
2025-12-31	$16,467,686	261,226	+9.3%	Shares	Sole	2026-02-17
2025-09-30	$15,468,269	238,966	+24.3%	Shares	Sole	2025-11-04
2025-06-30	$12,978,528	192,303	+34.9%	Shares	Sole	2025-08-13
2025-03-31	$10,201,724	142,522	+39.4%	Shares	Sole	2025-05-28
2024-12-31	$7,335,952	102,229	+56.8%	Shares	Sole	2025-02-06
2024-09-30	$4,854,568	65,197	+91.1%	Shares	Sole	2024-11-12
2024-06-30	$2,365,880	34,120	+178.6%	Shares	Sole	2024-08-14
2024-03-31	$772,781	12,245	+238.0%	Shares	Sole	2024-05-14
2023-12-31	$221,582	3,623	+293.8%	Shares	Sole	2024-02-13
2023-09-30	$54,013	920	0.0%	Shares	Sole	2023-11-14
2023-06-30	$60,692	920	0.0%	Shares	Sole	2023-08-09
2023-03-31	$55,200	920	0.0%	Shares	Sole	2023-05-11
2022-12-31	$54,280	920	-43.7%	Shares	Sole	2023-02-13
2022-09-30	$109,837	1,634	+10.4%	Shares	Sole	2022-11-03
2022-06-30	$106,885	1,480	+2.8%	Shares	Sole	2022-08-08
2022-03-31	$129,484	1,440	+14.6%	Shares	Sole	2022-05-02
2021-12-31	$113,758	1,257	-1.3%	Shares	Sole	2022-02-11
2021-09-30	$103,011	1,273	-38.9%	Shares	Sole	2021-11-12
2021-06-30	$160,468	2,084	-4.6%	Shares	Sole	2021-08-12
2021-03-31	$156,439	2,184	-6.7%	Shares	Sole	2021-04-30
2020-12-31	$138,833	2,342	-51.6%	Shares	Sole	2021-02-08
2020-06-30	$284,452	4,836	-77.9%	Shares	Sole	2020-07-31
2020-03-31	$1,348,980	21,860	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.