Vivmark Residential
VMRK- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000906107
In the last 90 days, Vivmark Residential insiders filed 0 open-market purchases and 8 sales; 717 institutions reported holding it in 13F filings for Q2 2026, worth $24.9B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Vivmark Residential as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 597
- +39 vs. Q1 2021
- Shares held
- 343.3M
- −2.71M (−0.8%) vs. Q1 2021
- Total value
- $26.5B
- +$1.68B (+6.8%) vs. Q1 2021
- New holders
- 78
- 189 more added
- Sold out
- 39
- 202 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VMRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 717 | $24.9B |
| Q1 2026 | 707 | $19.3B |
| Q4 2025 | 691 | $22.3B |
| Q3 2025 | 690 | $20.9B |
| Q2 2025 | 710 | $23.8B |
| Q1 2025 | 702 | $25.3B |
| Q4 2024 | 683 | $25.5B |
| Q3 2024 | 680 | $26.1B |
| Q2 2024 | 654 | $24.3B |
| Q1 2024 | 622 | $22.5B |
| Q4 2023 | 636 | $21.6B |
| Q3 2023 | 592 | $20.7B |
| Q2 2023 | 611 | $23.4B |
| Q1 2023 | 581 | $20.7B |
| Q4 2022 | 597 | $20.5B |
| Q3 2022 | 618 | $23.1B |
| Q2 2022 | 618 | $24.9B |
| Q1 2022 | 660 | $31.2B |
| Q4 2021 | 655 | $31.2B |
| Q3 2021 | 599 | $27.7B |
| Q2 2021 | 597 | $26.5B |
| Q1 2021 | 562 | $24.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | −41−87.2% | Reduced |
| Private Capital Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6 | $0 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 5 | $385 | 0.00% | +5 | New |
| Evoke Wealth, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | – | $1.00K | 0.00% | – | – |
| Exane Derivatives | 14 | $1.14K | 0.00% | −141−91.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $3.00K | 0.00% | −12−23.5% | Reduced |
| CWM, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $3.00K | 0.00% | +1+2.3% | Added |
| Global Retirement Partners, LLC | 43 | $3.00K | 0.00% | +3+7.5% | Added |
| Atwood & Palmer Inc | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $3.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $3.54K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 52 | $4.00K | 0.00% | −9−14.8% | Reduced |
| Howe & Rusling Inc | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | – | $4.00K | 0.00% | – | – |
| NEXT Financial Group, Inc | 57 | $4.00K | 0.00% | +57 | New |
| MV Capital Management, Inc. | 70 | $5.00K | 0.00% | +60+600.0% | Added |
| Evolution Wealth Advisors, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 107 | $8.00K | 0.00% | −951−89.9% | Reduced |
| Concord Wealth Partners | 105 | $8.00K | 0.00% | −69−39.7% | Reduced |
| Cutler Group LP | 109 | $8.00K | 0.00% | +109 | New |
| Rosenberg Matthew Hamilton | 109 | $8.00K | 0.00% | +109 | New |
| Tarbox Family Office, Inc. | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 120 | $9.00K | 0.00% | +120 | New |
| American Portfolios Advisors | 120 | $9.24K | 0.00% | +50+71.4% | Added |
| SOA Wealth Advisors, LLC. | 140 | $10.0K | 0.00% | −84−37.5% | Reduced |
| BDO Wealth Advisors, LLC | 131 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 140 | $10.8K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 150 | $11.0K | 0.00% | −75−33.3% | Reduced |
| BerganKDV Wealth Management, LLC | 138 | $11.0K | 0.00% | +1+0.7% | Added |
| Massmutual Trust Co FSB | 139 | $11.0K | 0.00% | +44+46.3% | Added |
| TD Private Client Wealth LLC | 153 | $11.8K | 0.00% | +7+4.8% | Added |
| First Horizon Corp | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 155 | $12.0K | 0.01% | +155 | New |
| Earnest Partners LLC | 165 | $13.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $14.0K | 0.02% | – | – |
| Farmers & Merchants Investments Inc | 188 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 197 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Hexavest Inc. | 210 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 213 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 206 | $16.0K | 0.00% | +29+16.4% | Added |
| Smithfield Trust Co | 240 | $18.0K | 0.00% | −1,000−80.6% | Reduced |
| Sonora Investment Management, LLC | 233 | $18.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 237 | $18.0K | 0.00% | +237 | New |
| First Personal Financial Services | 250 | $19.0K | 0.00% | −250−50.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 246 | $19.0K | 0.00% | +246 | New |
| Geneos Wealth Management Inc. | 275 | $21.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 280 | $22.0K | 0.00% | +2+0.7% | Added |
| Focused Wealth Management, Inc | 298 | $23.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 311 | $24.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $26.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 348 | $27.0K | 0.00% | −105−23.2% | Reduced |
| Glassman Wealth Services | 352 | $27.0K | 0.01% | +30+9.3% | Added |
| Carroll Financial Associates, Inc. | 365 | $28.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 369 | $28.0K | 0.00% | +369 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $30.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 401 | $31.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 407 | $31.0K | 0.00% | +77+23.3% | Added |
| Sandy Spring Bank | 406 | $31.0K | 0.00% | +156+62.4% | Added |
| Bedel Financial Consulting, Inc. | 410 | $32.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 415 | $32.0K | 0.01% | +40+10.7% | Added |
| Washington Trust Co | 430 | $33.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 431 | $33.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 471 | $36.0K | 0.02% | +4+0.9% | Added |
| Reilly Financial Advisors, LLC | 494 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 500 | $39.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 530 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 599 | $46.0K | 0.00% | −56−8.5% | Reduced |
| West Branch Capital LLC | 600 | $46.0K | 0.02% | +600 | New |
| Duncker Streett & Co Inc | 625 | $48.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 632 | $49.0K | 0.02% | +5+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 649 | $50.0K | 0.00% | −103−13.7% | Reduced |
| Proequities, Inc. | 661 | $51.0K | 0.00% | +661 | New |
| Muzinich & Co., Inc. | 691 | $53.0K | 0.03% | +691 | New |
| Clearstead Advisors, LLC | 702 | $54.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 795 | $61.0K | 0.01% | +183+29.9% | Added |
| Tradewinds Capital Management, LLC | 860 | $66.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 871 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 900 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 900 | $69.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 980 | $75.0K | 0.02% | +17+1.8% | Added |
| American Research & Management Co. | 1,068 | $82.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,180 | $91.0K | 0.05% | 00.0% | Unchanged |