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, Q1 2023
Institutional positions in Vivmark Residential as of Mar 31, 2023. 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
- 581
- −2 vs. Q4 2022
- Shares held
- 345.5M
- −762.6K (−0.2%) vs. Q4 2022
- Total value
- $20.7B
- +$210.7M (+1.0%) vs. Q4 2022
- New holders
- 68
- 230 more added
- Sold out
- 70
- 189 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 4 | $240 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 6 | $364 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $420 | 0.00% | +7 | New |
| Aspire Private Capital, LLC | 11 | $637 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13 | $780 | 0.00% | −3−18.8% | Reduced |
| Gradient Investments LLC | 13 | $780 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 14 | $840 | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 14 | $910 | 0.00% | −92−86.8% | Reduced |
| New Millennium Group LLC | 16 | $943 | 0.00% | −2−11.1% | Reduced |
| Sound Income Strategies, LLC | 25 | $1.50K | 0.00% | −16−39.0% | Reduced |
| Column Capital Advisors, LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.55K | 0.00% | −13−33.3% | Reduced |
| Coastal Capital Group, Inc. | 27 | $1.59K | 0.00% | +1+3.8% | Added |
| Park Place Capital Corp | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| GPS Wealth Strategies Group, LLC | 40 | $2.40K | 0.00% | +40 | New |
| Abound Wealth Management | 40 | $2.40K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $2.46K | 0.00% | −91−68.9% | Reduced |
| McIlrath & Eck, LLC | 42 | $2.52K | 0.00% | +9+27.3% | Added |
| Sutton Wealth Advisors Inc. | 44 | $2.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $2.76K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 46 | $2.81K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $2.82K | 0.00% | +47 | New |
| Adirondack Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $3.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 69 | $4.14K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 77 | $4.62K | 0.00% | −7−8.3% | Reduced |
| AdvisorNet Financial, Inc | 80 | $4.80K | 0.00% | +65+433.3% | Added |
| Capital Advisors, Ltd. LLC | 87 | $5.00K | 0.00% | +71+443.8% | Added |
| Cape Investment Advisory, Inc. | 86 | $5.16K | 0.00% | +86 | New |
| Bell Investment Advisors, Inc | 87 | $5.22K | 0.00% | +9+11.5% | Added |
| TD Private Client Wealth LLC | 93 | $5.58K | 0.00% | +17+22.4% | Added |
| Sofos Investments, Inc. | 60 | $6.06K | 0.27% | +60 | New |
| BOK Financial Private Wealth, Inc. | 102 | $6.12K | 0.00% | +102 | New |
| Key Financial Inc | 106 | $6.36K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 115 | $6.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $7.50K | 0.00% | +69+123.2% | Added |
| Benjamin Edwards Inc | 132 | $8.00K | 0.00% | −126−48.8% | Reduced |
| Financial Management Professionals, Inc. | 133 | $8.00K | 0.00% | +9+7.3% | Added |
| Tradition Wealth Management, LLC | 132 | $8.00K | 0.00% | +6+4.8% | Added |
| Anchor Investment Management, LLC | 139 | $8.34K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 140 | $8.40K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 147 | $8.82K | 0.01% | +147 | New |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $9.00K | 0.00% | −80−33.3% | Reduced |
| Lindbrook Capital, LLC | 156 | $9.36K | 0.00% | −20−11.4% | Reduced |
| Core Alternative Capital | 163 | $9.75K | 0.00% | +50+44.2% | Added |
| Earnest Partners LLC | 165 | $9.90K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 177 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 185 | $10.8K | 0.00% | +185 | New |
| Moisand Fitzgerald Tamayo, LLC | 190 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 190 | $11.4K | 0.00% | −59−23.7% | Reduced |
| Concord Wealth Partners | 192 | $11.5K | 0.00% | +68+54.8% | Added |
| Umb Bank N A | 193 | $11.6K | 0.00% | −207−51.7% | Reduced |
| Farther Finance Advisors, LLC | 195 | $11.7K | 0.00% | +84+75.7% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 207 | $12.4K | 0.00% | +157+314.0% | Added |
| Harbor Investment Advisory, LLC | 213 | $12.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 223 | $13.4K | 0.00% | +30+15.5% | Added |
| Farmers & Merchants Investments Inc | 228 | $13.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 272 | $15.3K | 0.00% | −401−59.6% | Reduced |
| Leonteq Securities AG | 289 | $17.3K | 0.00% | +289 | New |
| Focused Wealth Management, Inc | 298 | $17.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 311 | $18.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 319 | $19.1K | 0.00% | +136+74.3% | Added |
| Duncker Streett & Co Inc | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 355 | $21.3K | 0.00% | +98+38.1% | Added |
| Global Retirement Partners, LLC | 349 | $21.7K | 0.00% | +20+6.1% | Added |
| Quarry LP | 372 | $22.3K | 0.01% | +200+116.3% | Added |
| Oakworth Capital, Inc. | 372 | $22.3K | 0.00% | +372 | New |
| Ofi Invest Asset Management | 1,439,040 | $24.0K | 0.12% | +1,439,040 | New |
| Ancora Advisors, LLC | 400 | $24.0K | 0.00% | −11−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 414 | $24.8K | 0.00% | −5−1.2% | Reduced |
| Central Trust Co | 428 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 430 | $25.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 439 | $26.3K | 0.00% | +12+2.8% | Added |
| Trust Co of Vermont | 440 | $26.4K | 0.00% | +340+340.0% | Added |
| Ronald Blue Trust, Inc. | 445 | $27.0K | 0.00% | +88+24.6% | Added |
| Steward Partners Investment Advisory, LLC | 456 | $27.4K | 0.00% | −29−6.0% | Reduced |
| Massmutual Trust Co FSB | 474 | $28.4K | 0.00% | +271+133.5% | Added |
| Belpointe Asset Management LLC | 485 | $29.1K | 0.00% | +84+20.9% | Added |
| Sandy Spring Bank | 490 | $29.4K | 0.00% | +84+20.7% | Added |
| Financial Avengers, Inc. | 499 | $29.9K | 0.02% | +5+1.0% | Added |
| JJJ Advisors Inc. | 503 | $30.2K | 0.01% | +424+536.7% | Added |
| Salem Investment Counselors Inc | 500 | $30.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 520 | $31.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 547 | $32.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 554 | $33.2K | 0.00% | +386+229.8% | Added |
| CVA Family Office, LLC | 565 | $33.9K | 0.01% | +565 | New |
| Boyd Watterson Asset Management LLC | 600 | $36.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $36.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 609 | $37.0K | 0.00% | +609 | New |
| Clear Street Markets LLC | 668 | $40.0K | 0.01% | +124+22.8% | Added |
| Proequities, Inc. | 678 | $41.1K | 0.00% | −1,989−74.6% | Reduced |