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 2023
Institutional positions in Vivmark Residential as of Jun 30, 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
- 611
- +34 vs. Q1 2023
- Shares held
- 354.9M
- +9.46M (+2.7%) vs. Q1 2023
- Total value
- $23.4B
- +$2.76B (+13.4%) vs. Q1 2023
- New holders
- 74
- 209 more added
- Sold out
- 40
- 216 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 5 | $330 | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $332 | 0.00% | +5 | New |
| ICA Group Wealth Management, LLC | 6 | $396 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 6 | $400 | 0.00% | −8−57.1% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 9 | $594 | 0.00% | −16−64.0% | Reduced |
| TFC Financial Management | 10 | $660 | 0.00% | +3+42.9% | Added |
| Aspire Private Capital, LLC | 11 | $709 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $726 | 0.00% | +11 | New |
| New Millennium Group LLC | 12 | $784 | 0.00% | −4−25.0% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $1.06K | 0.00% | +3+23.1% | Added |
| Fiduciary Alliance LLC | 19 | $1.25K | 0.00% | +19 | New |
| Castleview Partners, LLC | 22 | $1.45K | 0.00% | +8+57.1% | Added |
| Timber Creek Capital Management LLC | 22 | $1.49K | 0.00% | +22 | New |
| Sound Income Strategies, LLC | 25 | $1.65K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 27 | $1.77K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $1.78K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $1.91K | 0.00% | −86−74.8% | Reduced |
| Avion Wealth | 34 | $2.00K | 0.00% | +34 | New |
| Gradient Investments LLC | 32 | $2.11K | 0.00% | +19+146.2% | Added |
| Versant Capital Management, Inc | 34 | $2.24K | 0.00% | +8+30.8% | Added |
| Cape Investment Advisory, Inc. | 37 | $2.44K | 0.00% | −49−57.0% | Reduced |
| SRS Capital Advisors, Inc. | 39 | $2.57K | 0.00% | +39 | New |
| Private Trust Co NA | 41 | $2.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $2.77K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 53 | $3.00K | 0.00% | +25+89.3% | Added |
| Raffa Wealth Management, LLC | 46 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 46 | $3.04K | 0.00% | +2+4.5% | Added |
| Baystate Wealth Management LLC | 47 | $3.13K | 0.00% | +1+2.2% | Added |
| Adirondack Trust Co | 50 | $3.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $3.30K | 0.00% | +10+25.0% | Added |
| Tradewinds Capital Management, LLC | 55 | $3.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $4.00K | 0.00% | −32−36.8% | Reduced |
| Geneos Wealth Management Inc. | 69 | $4.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 70 | $4.62K | 0.00% | −10−12.5% | Reduced |
| TD Private Client Wealth LLC | 71 | $4.68K | 0.00% | −22−23.7% | Reduced |
| Bell Investment Advisors, Inc | 71 | $4.68K | 0.00% | −16−18.4% | Reduced |
| Benjamin Edwards Inc | 69 | $5.00K | 0.00% | −63−47.7% | Reduced |
| Bollard Group LLC | 80 | $5.00K | 0.00% | +80 | New |
| Leonteq Securities AG | 99 | $6.53K | 0.00% | −190−65.7% | Reduced |
| Anchor Investment Management, LLC | 100 | $6.60K | 0.00% | −39−28.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 102 | $6.80K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 105 | $6.93K | 0.00% | −87−45.3% | Reduced |
| Key Financial Inc | 106 | $6.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $8.00K | 0.00% | +126 | New |
| Harel Insurance Investments & Financial Services Ltd. | 140 | $9.00K | 0.00% | −20−12.5% | Reduced |
| Financial Management Professionals, Inc. | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 134 | $9.00K | 0.00% | +2+1.5% | Added |
| West Paces Advisors Inc. | 140 | $9.24K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 165 | $10.0K | 0.00% | −280−62.9% | Reduced |
| Core Alternative Capital | 165 | $10.9K | 0.00% | +2+1.2% | Added |
| Earnest Partners LLC | 165 | $10.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 177 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 185 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 190 | $12.5K | 0.00% | −129−40.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 190 | $12.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 193 | $12.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 246 | $13.8K | 0.00% | −26−9.6% | Reduced |
| Harbor Investment Advisory, LLC | 213 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 66 | $14.1K | 0.06% | +6+10.0% | Added |
| HHM Wealth Advisors, LLC | 223 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $15.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 241 | $15.9K | 0.00% | +85+54.5% | Added |
| Smithfield Trust Co | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $16.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 270 | $17.8K | 0.00% | −284−51.3% | Reduced |
| MV Capital Management, Inc. | 273 | $18.0K | 0.00% | +66+31.9% | Added |
| Proequities, Inc. | 280 | $18.7K | 0.00% | −398−58.7% | Reduced |
| First Capital Advisors Group, LLC. | 286 | $18.9K | 0.01% | +286 | New |
| Focused Wealth Management, Inc | 298 | $19.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 298 | $19.7K | 0.00% | −57−16.1% | Reduced |
| Perritt Capital Management Inc | 300 | $19.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 304 | $20.1K | 0.01% | −68−18.3% | Reduced |
| Silvant Capital Management LLC | 311 | $20.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $23.1K | 0.00% | −106−23.2% | Reduced |
| Washington Trust Co | 350 | $23.1K | 0.00% | −89−20.3% | Reduced |
| Duncker Streett & Co Inc | 350 | $23.1K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $23.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 370 | $24.4K | 0.00% | −44−10.6% | Reduced |
| Central Trust Co | 400 | $26.4K | 0.00% | −28−6.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $26.4K | 0.00% | +275+220.0% | Added |
| Rosenberg Matthew Hamilton | 432 | $28.5K | 0.01% | +242+127.4% | Added |
| Hollencrest Capital Management | 435 | $28.7K | 0.00% | +5+1.2% | Added |
| Clear Street Markets LLC | 445 | $29.0K | 0.01% | −223−33.4% | Reduced |
| Global Retirement Partners, LLC | 447 | $29.5K | 0.00% | +98+28.1% | Added |
| Sandy Spring Bank | 490 | $32.3K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 504 | $33.3K | 0.02% | +5+1.0% | Added |
| Salem Investment Counselors Inc | 500 | $33.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 520 | $34.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 547 | $36.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 595 | $39.3K | 0.00% | +121+25.5% | Added |
| Boyd Watterson Asset Management LLC | 600 | $39.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $39.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 600 | $39.6K | 0.01% | +405+207.7% | Added |
| Loomis Sayles & Co L P | 609 | $40.0K | 0.00% | 00.0% | Unchanged |