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, Q3 2023
Institutional positions in Vivmark Residential as of Sep 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
- 592
- −13 vs. Q2 2023
- Shares held
- 353.1M
- −1.25M (−0.4%) vs. Q2 2023
- Total value
- $20.7B
- −$2.63B (−11.2%) vs. Q2 2023
- New holders
- 51
- 207 more added
- Sold out
- 64
- 229 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 1 | $0 | 0.00% | −79−98.8% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −50−90.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $0 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $59 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $118 | 0.00% | +2 | New |
| Baker Avenue Asset Management, LP | 4 | $235 | 0.00% | −12−75.0% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $357 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $411 | 0.00% | −4−36.4% | Reduced |
| Column Capital Advisors, LLC | 8 | $470 | 0.00% | −1−11.1% | Reduced |
| Perkins Coie Trust Co | 10 | $586 | 0.00% | +10 | New |
| New Millennium Group LLC | 10 | $587 | 0.00% | −2−16.7% | Reduced |
| TFC Financial Management | 10 | $588 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $636 | 0.00% | −1−9.1% | Reduced |
| Avion Wealth | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $1.17K | 0.00% | +20 | New |
| Castleview Partners, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 25 | $1.47K | 0.00% | +25 | New |
| Park Place Capital Corp | 27 | $1.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | −105−78.9% | Reduced |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +30 | New |
| Cape Investment Advisory, Inc. | 37 | $2.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $2.41K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $2.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $2.70K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 47 | $2.81K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 51 | $2.99K | 0.00% | +19+59.4% | Added |
| Tradewinds Capital Management, LLC | 55 | $3.23K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 69 | $4.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 73 | $4.29K | 0.00% | +73 | New |
| Sutton Wealth Advisors Inc. | 75 | $4.40K | 0.00% | +29+63.0% | Added |
| Bell Investment Advisors, Inc | 79 | $4.64K | 0.00% | +8+11.3% | Added |
| Anchor Investment Management, LLC | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $5.87K | 0.00% | +75+300.0% | Added |
| Colonial Trust Advisors | 102 | $5.99K | 0.00% | +102 | New |
| BOK Financial Private Wealth, Inc. | 102 | $6.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 105 | $6.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $6.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 122 | $7.16K | 0.00% | +51+71.8% | Added |
| Tradition Wealth Management, LLC | 130 | $8.00K | 0.00% | −4−3.0% | Reduced |
| GW&K Investment Management, LLC | 132 | $8.00K | 0.00% | +6+4.8% | Added |
| West Paces Advisors Inc. | 140 | $8.22K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 155 | $9.20K | 0.00% | −125−44.6% | Reduced |
| Grove Bank & Trust | 157 | $9.22K | 0.00% | −20−11.3% | Reduced |
| West Tower Group, LLC | 158 | $9.28K | 0.00% | +158 | New |
| Core Alternative Capital | 165 | $9.68K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 165 | $9.69K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 180 | $10.0K | 0.00% | +180 | New |
| Zions Bancorporation, N.A. | 182 | $10.7K | 0.00% | −8−4.2% | Reduced |
| Sunbelt Securities, Inc. | 185 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 197 | $11.0K | 0.00% | +197 | New |
| Moisand Fitzgerald Tamayo, LLC | 190 | $11.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 193 | $11.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 195 | $11.4K | 0.00% | +195 | New |
| Harbor Investment Advisory, LLC | 200 | $11.7K | 0.00% | −13−6.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 185 | $12.0K | 0.00% | +20+12.1% | Added |
| NBC Securities, Inc. | 206 | $12.0K | 0.00% | +206 | New |
| Allworth Financial LP | 221 | $13.0K | 0.00% | −179−44.8% | Reduced |
| HHM Wealth Advisors, LLC | 223 | $13.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $13.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $13.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 246 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $14.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 270 | $15.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 293 | $17.2K | 0.00% | +52+21.6% | Added |
| Clearstead Advisors, LLC | 295 | $17.3K | 0.00% | −3−1.0% | Reduced |
| Focused Wealth Management, Inc | 298 | $17.5K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $17.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 306 | $18.0K | 0.00% | +33+12.1% | Added |
| Silvant Capital Management LLC | 311 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 350 | $20.5K | 0.00% | −140−28.6% | Reduced |
| Duncker Streett & Co Inc | 350 | $20.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $20.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $20.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 361 | $21.2K | 0.00% | +11+3.1% | Added |
| Spire Wealth Management | 373 | $21.9K | 0.00% | +3+0.8% | Added |
| Global Retirement Partners, LLC | 392 | $22.7K | 0.00% | −55−12.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $23.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $23.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $23.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 458 | $25.0K | 0.00% | +392+593.9% | Added |
| Rosenberg Matthew Hamilton | 432 | $25.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 439 | $25.8K | 0.00% | +4+0.9% | Added |
| Parallax Volatility Advisers, L.P. | 452 | $26.5K | 0.00% | +452 | New |
| Salem Investment Counselors Inc | 500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 509 | $29.9K | 0.02% | +5+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 520 | $30.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 530 | $31.1K | 0.02% | −17−3.1% | Reduced |
| Boyd Watterson Asset Management LLC | 600 | $35.2K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $35.2K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 666 | $39.1K | 0.00% | +71+11.9% | Added |
| Leonteq Securities AG | 673 | $39.5K | 0.00% | +574+579.8% | Added |
| Kelly Lawrence W & Associates Inc | 675 | $39.6K | 0.01% | +675 | New |
| Loomis Sayles & Co L P | 686 | $40.0K | 0.00% | +77+12.6% | Added |
| Glassman Wealth Services | 782 | $45.9K | 0.01% | +44+6.0% | Added |