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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 5,300 | $311.0K | 0.04% | −1,530−22.4% | Reduced |
| Janney Montgomery Scott LLC | 5,320 | $312.0K | 0.00% | +548+11.5% | Added |
| Oppenheimer & Co Inc | 5,495 | $322.6K | 0.01% | −2,193−28.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,504 | $323.0K | 0.00% | −81−1.5% | Reduced |
| Perpetual Ltd | 5,589 | $328.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,609 | $329.3K | 0.00% | +5,609 | New |
| Credit Agricole S A | 5,619 | $329.9K | 0.01% | +2,622+87.5% | Added |
| Ellevest, Inc. | 5,727 | $336.2K | 0.03% | −829−12.6% | Reduced |
| Anson Capital, Inc. | 5,787 | $339.8K | 0.65% | +2,123+57.9% | Added |
| Roger Wittlin Investment Advisory, LLC | 5,942 | $349.0K | 0.30% | −1,602−21.2% | Reduced |
| Summit Place Financial Advisors, LLC | 6,000 | $352.3K | 0.25% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 6,134 | $360.1K | 0.18% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,158 | $361.8K | 0.01% | +6,158 | New |
| First Affirmative Financial Network | 6,194 | $363.6K | 0.36% | +210+3.5% | Added |
| Mill Capital Management, LLC | 6,250 | $366.9K | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,379 | $375.0K | 0.01% | −4,282−40.2% | Reduced |
| DRW Securities, LLC | 6,403 | $376.0K | 0.03% | +6,403 | New |
| Peapack Gladstone Financial Corp | 6,521 | $383.0K | 0.01% | −632−8.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,709 | $393.9K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,777 | $397.9K | 0.12% | −2,525−27.1% | Reduced |
| Wealth Alliance | 6,792 | $398.8K | 0.06% | −1,035−13.2% | Reduced |
| Howland Capital Management LLC | 6,729 | $399.5K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,830 | $401.0K | 0.09% | +6,761+9,798.6% | Added |
| iA Global Asset Management Inc. | 6,900 | $405.0K | 0.01% | −2,125−23.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,026 | $412.5K | 0.00% | +455+6.9% | Added |
| Cornercap Investment Counsel Inc | 7,106 | $417.2K | 0.08% | +287+4.2% | Added |
| Fifth Third Bancorp | 7,131 | $418.7K | 0.00% | +1,407+24.6% | Added |
| Vestcor Inc | 7,188 | $422.0K | 0.02% | −6,972−49.2% | Reduced |
| Engineers Gate Manager LP | 7,326 | $430.1K | 0.02% | −4,432−37.7% | Reduced |
| Integrated Wealth Concepts LLC | 7,336 | $430.7K | 0.01% | −445−5.7% | Reduced |
| Everence Capital Management Inc | 7,500 | $440.0K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,565 | $444.1K | 0.31% | −1,610−17.5% | Reduced |
| Vanderbilt University | 7,609 | $446.7K | 0.12% | +149+2.0% | Added |
| Boothbay Fund Management, LLC | 7,708 | $452.5K | 0.02% | −35,632−82.2% | Reduced |
| Pathstone Family Office, LLC | 7,791 | $459.0K | 0.00% | +4,659+148.8% | Added |
| Bull Street Advisors, LLC | 8,200 | $481.0K | 0.25% | 00.0% | Unchanged |
| Veriti Management LLC | 8,196 | $481.2K | 0.06% | +356+4.5% | Added |
| Latash Investments, LLC | 8,226 | $482.9K | 0.41% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,250 | $484.4K | 0.01% | −330−3.8% | Reduced |
| Synovus Financial Corp | 8,385 | $492.3K | 0.01% | −163−1.9% | Reduced |
| Kinneret Advisory, LLC | 8,294 | $492.4K | 0.06% | −5−0.1% | Reduced |
| Probity Advisors, Inc. | 8,425 | $494.7K | 0.11% | −21−0.2% | Reduced |
| Cypress Capital Group | 8,453 | $496.3K | 0.07% | +83+1.0% | Added |
| Wolverine Trading, LLC | 8,480 | $497.9K | 0.00% | −11,757−58.1% | Reduced |
| Moody National Bank Trust Division | 8,482 | $498.0K | 0.03% | +82+1.0% | Added |
| Ar Asset Management Inc | 8,500 | $499.0K | 0.14% | +8,500 | New |
| Tokio Marine Asset Management Co Ltd | 8,551 | $502.0K | 0.03% | +457+5.6% | Added |
| Kapitalo Investimentos Ltda | 8,742 | $513.2K | 0.07% | +8,742 | New |
| Ostrum Asset Management | 8,816 | $517.6K | 0.05% | −11,544−56.7% | Reduced |
| Cetera Advisor Networks LLC | 8,818 | $517.7K | 0.00% | −214−2.4% | Reduced |
| Fiduciary Group LLC | 8,860 | $520.2K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,872 | $520.9K | 0.01% | −82−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 9,000 | $528.0K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 9,002 | $528.5K | 0.15% | +310+3.6% | Added |
| FORA Capital, LLC | 9,168 | $538.3K | 0.05% | +9,168 | New |
| Advisor Partners II, LLC | 9,281 | $544.9K | 0.02% | +160+1.8% | Added |
| Telemus Capital, LLC | 9,611 | $564.3K | 0.05% | −1,230−11.3% | Reduced |
| Horizon Family Wealth, Inc. | 9,716 | $570.4K | 0.55% | +95+1.0% | Added |
| Baillie Gifford & Co | 9,900 | $581.2K | 0.00% | +3,800+62.3% | Added |
| Wealthfront Advisers LLC | 10,110 | $593.6K | 0.00% | +3,698+57.7% | Added |
| Brown Advisory Inc | 10,476 | $615.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,887 | $639.2K | 0.02% | +130+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 10,930 | $641.7K | 0.08% | +4,078+59.5% | Added |
| Banque Cantonale Vaudoise | 11,372 | $668.0K | 0.03% | +6,400+128.7% | Added |
| APG Asset Management N.V. | 11,568 | $679.2K | 0.00% | −1,300−10.1% | Reduced |
| GTS Securities LLC | 11,637 | $683.2K | 0.01% | +7,654+192.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,887 | $697.9K | 0.00% | +574+5.1% | Added |
| Keeley-Teton Advisors, LLC | 11,957 | $702.0K | 0.10% | +19+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,531 | $735.7K | 0.06% | +289+2.4% | Added |
| Commerce Bank | 12,642 | $742.2K | 0.01% | +166+1.3% | Added |
| Cresset Asset Management, LLC | 12,656 | $751.1K | 0.01% | +1,769+16.2% | Added |
| Truist Financial Corp | 12,904 | $757.6K | 0.00% | −33,913−72.4% | Reduced |
| Members Capital Advisors Inc | 12,915 | $758.2K | 0.94% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12,997 | $761.0K | 0.02% | +97+0.8% | Added |
| Chicago Partners Investment Group LLC | 13,656 | $769.4K | 0.04% | −16−0.1% | Reduced |
| Balyasny Asset Management LLC | 13,614 | $799.3K | 0.00% | −494,424−97.3% | Reduced |
| Vinva Investment Management Ltd | 13,718 | $806.2K | 0.08% | +3,021+28.2% | Added |
| Baird Financial Group, Inc. | 13,820 | $811.4K | 0.00% | +910+7.0% | Added |
| CIBC World Markets Inc. | 13,922 | $817.0K | 0.00% | +165+1.2% | Added |
| Tower Research Capital LLC (TRC) | 14,092 | $827.3K | 0.03% | −3,644−20.5% | Reduced |
| United Capital Financial Advisers, LLC | 14,693 | $862.6K | 0.01% | −2,989−16.9% | Reduced |
| Snowden Capital Advisors LLC | 14,757 | $866.4K | 0.04% | −917−5.9% | Reduced |
| Erste Asset Management GmbH | 14,900 | $875.7K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 15,000 | $880.6K | 0.13% | 00.0% | Unchanged |
| Park Circle Co | 15,025 | $882.1K | 0.83% | +15,025 | New |
| Cornerstone Advisors, LLC | 15,100 | $886.5K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,216 | $893.0K | 0.01% | −13,915−47.8% | Reduced |
| Fiduciary Trust Co | 15,525 | $911.5K | 0.02% | −816−5.0% | Reduced |
| Walleye Capital LLC | 15,606 | $916.2K | 0.01% | +15,606 | New |
| Cipher Capital LP | 15,935 | $935.5K | 0.66% | +15,935 | New |
| Goodwin Daniel L | 16,214 | $951.9K | 0.46% | 00.0% | Unchanged |
| RB Capital Management, LLC | 16,225 | $952.5K | 0.31% | +138+0.9% | Added |
| Prudential PLC | 16,306 | $957.3K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 16,460 | $966.4K | 0.03% | +560+3.5% | Added |
| Phocas Financial Corp. | 16,471 | $967.0K | 0.14% | −298−1.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 16,493 | $968.3K | 0.20% | +16,493 | New |
| Creative Planning | 16,711 | $981.1K | 0.00% | −5,928−26.2% | Reduced |
| First Republic Investment Management, Inc. | 16,756 | $983.7K | 0.00% | −700−4.0% | Reduced |
| Quantinno Capital Management LP | 16,788 | $986.0K | 0.04% | −2,129−11.3% | Reduced |
| AE Wealth Management LLC | 17,361 | $1.02M | 0.01% | −58,222−77.0% | Reduced |