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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 900 | $69.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 871 | $67.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 860 | $66.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 795 | $61.0K | 0.01% | +183+29.9% | Added |
| Clearstead Advisors, LLC | 702 | $54.0K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 691 | $53.0K | 0.03% | +691 | New |
| Proequities, Inc. | 661 | $51.0K | 0.00% | +661 | New |
| Northwestern Mutual Wealth Management Co | 649 | $50.0K | 0.00% | −103−13.7% | Reduced |
| Liberty Wealth Management LLC | 632 | $49.0K | 0.02% | +5+0.8% | Added |
| Duncker Streett & Co Inc | 625 | $48.0K | 0.01% | 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 |
| Trustcore Financial Services, LLC | 530 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 500 | $39.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 494 | $38.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 471 | $36.0K | 0.02% | +4+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 431 | $33.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 430 | $33.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $30.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 365 | $28.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 369 | $28.0K | 0.00% | +369 | New |
| Spire Wealth Management | 348 | $27.0K | 0.00% | −105−23.2% | Reduced |
| Glassman Wealth Services | 352 | $27.0K | 0.01% | +30+9.3% | Added |
| Estabrook Capital Management | 350 | $26.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 311 | $24.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 298 | $23.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 280 | $22.0K | 0.00% | +2+0.7% | Added |
| Geneos Wealth Management Inc. | 275 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Brewin Dolphin Ltd | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 197 | $15.0K | 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 |
| Earnest Partners LLC | 165 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 153 | $11.8K | 0.00% | +7+4.8% | Added |
| 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 |
| West Paces Advisors Inc. | 140 | $10.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 120 | $9.24K | 0.00% | +50+71.4% | Added |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $5.00K | 0.00% | +60+600.0% | Added |
| 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 |
| Raffa Wealth Management, LLC | 46 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $3.39K | 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 |
| 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 |
| Exane Derivatives | 14 | $1.14K | 0.00% | −141−91.0% | Reduced |
| Evoke Wealth, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | – | $1.00K | 0.00% | – | – |
| Atlas Capital Advisors LLC | 5 | $385 | 0.00% | +5 | New |
| 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 |
| Edge Wealth Management LLC | 4 | – | – | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,070,800−100.0% | Sold out |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −927,000−100.0% | Sold out |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −325,241−100.0% | Sold out |