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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 980 | $64.0K | 0.08% | −3,700−79.1% | Reduced |
| McMillion Capital Management Inc | 930 | $61.4K | 0.05% | +930 | New |
| Jones Financial Companies LLLP | 920 | $60.7K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 900 | $59.4K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 900 | $59.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 899 | $59.3K | 0.01% | −122−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 864 | $57.0K | 0.01% | −15−1.7% | Reduced |
| Baldwin Brothers Inc | 854 | $56.3K | 0.00% | −100−10.5% | Reduced |
| CVA Family Office, LLC | 805 | $53.1K | 0.01% | +240+42.5% | Added |
| Glassman Wealth Services | 738 | $48.7K | 0.01% | +44+6.3% | Added |
| V-Square Quantitative Management LLC | 646 | $42.6K | 0.03% | +646 | New |
| Loomis Sayles & Co L P | 609 | $40.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 595 | $39.3K | 0.00% | +121+25.5% | Added |
| Deseret Mutual Benefit Administrators | 547 | $36.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 520 | $34.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $33.3K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 504 | $33.3K | 0.02% | +5+1.0% | Added |
| Sandy Spring Bank | 490 | $32.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 447 | $29.5K | 0.00% | +98+28.1% | Added |
| Clear Street Markets LLC | 445 | $29.0K | 0.01% | −223−33.4% | Reduced |
| Hollencrest Capital Management | 435 | $28.7K | 0.00% | +5+1.2% | Added |
| Rosenberg Matthew Hamilton | 432 | $28.5K | 0.01% | +242+127.4% | Added |
| Allworth Financial LP | 400 | $26.4K | 0.00% | +275+220.0% | Added |
| 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 |
| Spire Wealth Management | 370 | $24.4K | 0.00% | −44−10.6% | Reduced |
| 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 |
| Silvant Capital Management LLC | 311 | $20.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 304 | $20.1K | 0.01% | −68−18.3% | Reduced |
| Perritt Capital Management Inc | 300 | $19.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 298 | $19.7K | 0.00% | −57−16.1% | Reduced |
| Focused Wealth Management, Inc | 298 | $19.7K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 286 | $18.9K | 0.01% | +286 | New |
| Proequities, Inc. | 280 | $18.7K | 0.00% | −398−58.7% | Reduced |
| MV Capital Management, Inc. | 273 | $18.0K | 0.00% | +66+31.9% | Added |
| First Horizon Advisors, Inc. | 270 | $17.8K | 0.00% | −284−51.3% | Reduced |
| Private Ocean, LLC | 250 | $16.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 241 | $15.9K | 0.00% | +85+54.5% | Added |
| Annapolis Financial Services, LLC | 233 | $15.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 223 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 66 | $14.1K | 0.06% | +6+10.0% | Added |
| Harbor Investment Advisory, LLC | 213 | $14.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 246 | $13.8K | 0.00% | −26−9.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 193 | $12.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 190 | $12.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 190 | $12.5K | 0.00% | −129−40.4% | Reduced |
| Sunbelt Securities, Inc. | 185 | $12.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 177 | $11.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 165 | $10.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 165 | $10.9K | 0.00% | +2+1.2% | Added |
| Ronald Blue Trust, Inc. | 165 | $10.0K | 0.00% | −280−62.9% | Reduced |
| West Paces Advisors Inc. | 140 | $9.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| GW&K Investment Management, LLC | 126 | $8.00K | 0.00% | +126 | New |
| Key Financial Inc | 106 | $6.99K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 105 | $6.93K | 0.00% | −87−45.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 102 | $6.80K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $6.60K | 0.00% | −39−28.1% | Reduced |
| Leonteq Securities AG | 99 | $6.53K | 0.00% | −190−65.7% | Reduced |
| Benjamin Edwards Inc | 69 | $5.00K | 0.00% | −63−47.7% | Reduced |
| Bollard Group LLC | 80 | $5.00K | 0.00% | +80 | New |
| 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 |
| AdvisorNet Financial, Inc | 70 | $4.62K | 0.00% | −10−12.5% | Reduced |
| Geneos Wealth Management Inc. | 69 | $4.55K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $4.00K | 0.00% | −32−36.8% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $3.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $3.30K | 0.00% | +10+25.0% | Added |
| Adirondack Trust Co | 50 | $3.30K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 47 | $3.13K | 0.00% | +1+2.2% | 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 |
| SkyView Investment Advisors, LLC | 53 | $3.00K | 0.00% | +25+89.3% | Added |
| McIlrath & Eck, LLC | 42 | $2.77K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $2.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $2.57K | 0.00% | +39 | New |
| Cape Investment Advisory, Inc. | 37 | $2.44K | 0.00% | −49−57.0% | Reduced |
| Versant Capital Management, Inc | 34 | $2.24K | 0.00% | +8+30.8% | Added |
| Gradient Investments LLC | 32 | $2.11K | 0.00% | +19+146.2% | Added |
| Avion Wealth | 34 | $2.00K | 0.00% | +34 | New |
| Brown Brothers Harriman & Co | 29 | $1.91K | 0.00% | −86−74.8% | Reduced |
| Park Place Capital Corp | 27 | $1.78K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 27 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.65K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 22 | $1.49K | 0.00% | +22 | New |
| Castleview Partners, LLC | 22 | $1.45K | 0.00% | +8+57.1% | Added |
| Fiduciary Alliance LLC | 19 | $1.25K | 0.00% | +19 | New |