Position in VMRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,324,882
+$2,308,530 QoQ
Shares Held
166,714
+9.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#137
of 698 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,052,465 across 21 REIT - Residential names. VMRK ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,554 | $12,303,692 | |
| 2 | VMRK |
Vivmark Residential
This page
|
166,714 | $11,324,882 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,187 | $6,469,507 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
|
24,731 | $4,666,492 | |
| 6 | CPT |
Camden Property Trust
|
27,153 | $3,108,746 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in VMRK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,324,882 | 166,714 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,016,352 | 152,432 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,341,267 | 148,180 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,743,108 | 165,968 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,187,411 | 195,398 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,560,572 | 175,476 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,707,141 | 163,143 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,748,309 | 90,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,618,342 | 81,026 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,213,160 | 66,759 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,140,511 | 18,648 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,151,655 | 19,616 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,353,374 | 20,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,312,920 | 21,882 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,546,508 | 26,212 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,705,976 | 25,379 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,694,281 | 23,460 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,848,755 | 31,681 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,893,828 | 31,976 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,725,385 | 33,680 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,435,125 | 31,625 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,119,558 | 43,551 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,551,411 | 43,040 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,307,283 | 44,950 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,917,649 | 32,602 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||