Position in VMRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$93,675
+$88,648 QoQ
Shares Held
1,379
+1522.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#532
of 698 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $1,227,253 across 18 REIT - Residential names. VMRK ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
14,849 | $592,772 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | AVB |
Avalonbay Communities Inc
|
815 | $153,782 | |
| 4 | VMRK |
Vivmark Residential
This page
|
1,379 | $93,675 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
129 | $37,615 | |
| 6 | AMH |
American Homes 4 Rent
|
962 | $32,246 | |
| 7 | CPT |
Camden Property Trust
|
234 | $26,790 | |
| 8 | MRP |
Millrose Properties, Inc.
|
802 | $24,100 |
All Filings in VMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,675 | 1,379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,027 | 85 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $57,051 | 905 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,800 | 275 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,516 | 304 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,341 | 368 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,690 | 358 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $33,730 | 453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $30,648 | 442 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,743 | 91 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,907 | 162 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $59,766 | 1,018 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,659 | 298 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $21,300 | 355 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $15,163 | 257 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,033 | 60 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $50,698 | 702 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $63,123 | 702 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $63,531 | 702 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $63,603 | 786 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $54,054 | 702 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $50,284 | 702 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $41,614 | 702 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,033 | 702 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,291 | 702 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $43,320 | 702 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||