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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 430 | $25.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 428 | $25.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 414 | $24.8K | 0.00% | −5−1.2% | Reduced |
| Ancora Advisors, LLC | 400 | $24.0K | 0.00% | −11−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,439,040 | $24.0K | 0.12% | +1,439,040 | New |
| Quarry LP | 372 | $22.3K | 0.01% | +200+116.3% | Added |
| Oakworth Capital, Inc. | 372 | $22.3K | 0.00% | +372 | New |
| Global Retirement Partners, LLC | 349 | $21.7K | 0.00% | +20+6.1% | Added |
| Clearstead Advisors, LLC | 355 | $21.3K | 0.00% | +98+38.1% | Added |
| Duncker Streett & Co Inc | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 319 | $19.1K | 0.00% | +136+74.3% | Added |
| Silvant Capital Management LLC | 311 | $18.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 298 | $17.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 289 | $17.3K | 0.00% | +289 | New |
| IFP Advisors, Inc | 272 | $15.3K | 0.00% | −401−59.6% | Reduced |
| Private Ocean, LLC | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $14.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $13.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 223 | $13.4K | 0.00% | +30+15.5% | Added |
| Harbor Investment Advisory, LLC | 213 | $12.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 207 | $12.4K | 0.00% | +157+314.0% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 195 | $11.7K | 0.00% | +84+75.7% | Added |
| Umb Bank N A | 193 | $11.6K | 0.00% | −207−51.7% | Reduced |
| Concord Wealth Partners | 192 | $11.5K | 0.00% | +68+54.8% | Added |
| Rosenberg Matthew Hamilton | 190 | $11.4K | 0.00% | −59−23.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 190 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 185 | $10.8K | 0.00% | +185 | New |
| Grove Bank & Trust | 177 | $10.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 165 | $9.90K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 163 | $9.75K | 0.00% | +50+44.2% | Added |
| Lindbrook Capital, LLC | 156 | $9.36K | 0.00% | −20−11.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $9.00K | 0.00% | −80−33.3% | Reduced |
| Riverview Trust Co | 147 | $8.82K | 0.01% | +147 | New |
| West Paces Advisors Inc. | 140 | $8.40K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 139 | $8.34K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 125 | $7.50K | 0.00% | +69+123.2% | Added |
| Brown Brothers Harriman & Co | 115 | $6.90K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $6.36K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 102 | $6.12K | 0.00% | +102 | New |
| Sofos Investments, Inc. | 60 | $6.06K | 0.27% | +60 | New |
| TD Private Client Wealth LLC | 93 | $5.58K | 0.00% | +17+22.4% | Added |
| Bell Investment Advisors, Inc | 87 | $5.22K | 0.00% | +9+11.5% | Added |
| Cape Investment Advisory, Inc. | 86 | $5.16K | 0.00% | +86 | New |
| Capital Advisors, Ltd. LLC | 87 | $5.00K | 0.00% | +71+443.8% | Added |
| AdvisorNet Financial, Inc | 80 | $4.80K | 0.00% | +65+433.3% | Added |
| Headlands Technologies LLC | 77 | $4.62K | 0.00% | −7−8.3% | Reduced |
| Geneos Wealth Management Inc. | 69 | $4.14K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $3.30K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $2.82K | 0.00% | +47 | New |
| Baystate Wealth Management LLC | 46 | $2.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $2.64K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $2.52K | 0.00% | +9+27.3% | Added |
| Private Trust Co NA | 41 | $2.46K | 0.00% | −91−68.9% | Reduced |
| Abound Wealth Management | 40 | $2.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $2.40K | 0.00% | +40 | New |
| SkyView Investment Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Park Place Capital Corp | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 27 | $1.59K | 0.00% | +1+3.8% | Added |
| Versant Capital Management, Inc | 26 | $1.55K | 0.00% | −13−33.3% | 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 |
| New Millennium Group LLC | 16 | $943 | 0.00% | −2−11.1% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $910 | 0.00% | −92−86.8% | Reduced |
| Castleview Partners, LLC | 14 | $840 | 0.00% | +14 | New |
| Baker Avenue Asset Management, LP | 13 | $780 | 0.00% | −3−18.8% | Reduced |
| Gradient Investments LLC | 13 | $780 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $637 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $420 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $240 | 0.00% | +4 | New |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −721,598−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −315,338−100.0% | Sold out |
| Seven Post Investment Office LP | 0 | $0 | 0.00% | −287,505−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −182,014−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −95,679−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −75,771−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −70,518−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −51,159−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −35,394−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −33,141−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −33,022−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −28,329−100.0% | Sold out |
| Nelson Capital Management, LLC | 0 | $0 | 0.00% | −27,831−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,074−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −24,461−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −19,328−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,610−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,511−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −15,213−100.0% | Sold out |