Position in VMRK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$82,467
+$10,659 QoQ
Shares Held
1,214
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#540
of 698 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $4,354,521 across 7 REIT - Residential names. VMRK ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
258,354 | $3,911,479 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,338 | $324,841 | |
| 3 | VMRK |
Vivmark Residential
This page
|
1,214 | $82,467 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
59 | $17,203 | |
| 5 | AVB |
Avalonbay Communities Inc
|
53 | $10,000 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
124 | $7,991 | |
| 7 | MRP |
Millrose Properties, Inc.
|
18 | $540 |
All Filings in VMRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,467 | 1,214 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $71,808 | 1,214 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $76,530 | 1,214 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $79,812 | 1,233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,932 | 1,214 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $86,898 | 1,214 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $87,116 | 1,214 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $90,394 | 1,214 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $84,178 | 1,214 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $76,615 | 1,214 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $74,248 | 1,214 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $71,273 | 1,214 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $80,087 | 1,214 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $72,840 | 1,214 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $71,626 | 1,214 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $81,605 | 1,214 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $87,675 | 1,214 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $109,162 | 1,214 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $109,867 | 1,214 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $98,236 | 1,214 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $93,478 | 1,214 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $86,958 | 1,214 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $71,965 | 1,214 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||