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, Q4 2023
Institutional positions in Vivmark Residential as of Dec 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
- 636
- +51 vs. Q3 2023
- Shares held
- 352.4M
- −354.1K (−0.1%) vs. Q3 2023
- Total value
- $21.6B
- +$841.8M (+4.1%) vs. Q3 2023
- New holders
- 102
- 196 more added
- Sold out
- 51
- 243 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $183 | 0.00% | −99−97.1% | Reduced |
| Sachetta, LLC | 4 | $245 | 0.00% | +4 | New |
| Evermay Wealth Management LLC | 6 | $367 | 0.00% | +6 | New |
| Trust Co of Vermont | 6 | $367 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $371 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $550 | 0.00% | +2+28.6% | Added |
| CVA Family Office, LLC | 10 | $612 | 0.00% | +10 | New |
| New Millennium Group LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $670 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 14 | $856 | 0.00% | +14 | New |
| Aspect Partners, LLC | 15 | $917 | 0.00% | +15 | New |
| Avion Wealth | 18 | $1.00K | 0.00% | −16−47.1% | Reduced |
| Tidemark, LLC | 21 | $1.28K | 0.00% | +21 | New |
| Castleview Partners, LLC | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $1.35K | 0.00% | +22 | New |
| Turtle Creek Wealth Advisors, LLC | 22 | $1.35K | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $1.35K | 0.00% | +22 | New |
| Brown Brothers Harriman & Co | 23 | $1.41K | 0.00% | −6−20.7% | Reduced |
| Bell Investment Advisors, Inc | 30 | $1.83K | 0.00% | −49−62.0% | Reduced |
| Fortitude Family Office, LLC | 32 | $1.96K | 0.00% | +32 | New |
| Planning Capital Management Corp | 32 | $1.96K | 0.00% | +32 | New |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | +5+16.7% | Added |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 36 | $2.20K | 0.00% | +36 | New |
| Cape Investment Advisory, Inc. | 37 | $2.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $2.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $2.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $2.64K | 0.00% | −7−14.0% | Reduced |
| Raffa Wealth Management, LLC | 46 | $2.81K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 46 | $2.81K | 0.00% | +46 | New |
| Arlington Trust Co LLC | 47 | $2.88K | 0.00% | +47 | New |
| Adirondack Trust Co | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 51 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 51 | $3.12K | 0.00% | +51 | New |
| Versant Capital Management, Inc | 52 | $3.18K | 0.00% | +18+52.9% | Added |
| Tradewinds Capital Management, LLC | 55 | $3.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 69 | $4.22K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 73 | $4.46K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 87 | $5.42K | 0.00% | −371−81.0% | Reduced |
| Proequities, Inc. | 89 | $5.50K | 0.00% | −66−42.6% | Reduced |
| Washington Trust Co | 100 | $6.12K | 0.00% | −261−72.3% | Reduced |
| Anchor Investment Management, LLC | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 101 | $6.18K | 0.00% | +1+1.0% | Added |
| IFP Advisors, Inc | 102 | $6.24K | 0.00% | −144−58.5% | Reduced |
| Concord Wealth Partners | 105 | $6.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $6.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.79K | 0.00% | −79−41.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 113 | $6.91K | 0.00% | +113 | New |
| Semmax Financial Advisors Inc. | 119 | $6.92K | 0.00% | +119 | New |
| Quarry LP | 114 | $6.97K | 0.00% | +114 | New |
| GW&K Investment Management, LLC | 127 | $8.00K | 0.00% | −5−3.8% | Reduced |
| Tradition Wealth Management, LLC | 136 | $8.00K | 0.00% | +6+4.6% | Added |
| Private Wealth Management Group, LLC | 133 | $8.13K | 0.00% | +133 | New |
| Core Alternative Capital | 135 | $8.26K | 0.00% | −30−18.2% | Reduced |
| West Paces Advisors Inc. | 140 | $8.56K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 149 | $9.17K | 0.00% | +102+217.0% | Added |
| Grove Bank & Trust | 157 | $9.60K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 160 | $9.79K | 0.00% | −272−63.0% | Reduced |
| Clearstead Advisors, LLC | 162 | $9.91K | 0.00% | −133−45.1% | Reduced |
| MV Capital Management, Inc. | 170 | $10.4K | 0.00% | −136−44.4% | Reduced |
| NBC Securities, Inc. | 196 | $11.0K | 0.00% | −10−4.9% | Reduced |
| Zions Bancorporation, N.A. | 182 | $11.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 194 | $11.9K | 0.00% | +194 | New |
| Operose Advisors LLC | 195 | $11.9K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 199 | $12.2K | 0.01% | +199 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 209 | $12.8K | 0.00% | +16+8.3% | Added |
| HHM Wealth Advisors, LLC | 223 | $13.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $13.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $14.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 239 | $14.6K | 0.00% | −111−31.7% | Reduced |
| JJJ Advisors Inc. | 248 | $15.2K | 0.00% | −673−73.1% | Reduced |
| Sandy Spring Bank | 250 | $15.3K | 0.00% | −100−28.6% | Reduced |
| Private Ocean, LLC | 250 | $15.3K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 252 | $15.4K | 0.01% | +252 | New |
| First Horizon Advisors, Inc. | 270 | $16.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 298 | $18.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $18.3K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 311 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $20.5K | 0.00% | −59−15.1% | Reduced |
| Atlantic Trust, LLC | 342 | $20.9K | 0.01% | −38,392−99.1% | Reduced |
| Duncker Streett & Co Inc | 350 | $21.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $21.4K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 355 | $21.7K | 0.02% | +355 | New |
| Dynamic Wealth Strategies, LLC | 355 | $21.7K | 0.02% | +355 | New |
| Spire Wealth Management | 360 | $21.8K | 0.00% | −13−3.5% | Reduced |
| Impact Partnership Wealth, LLC | 361 | $22.1K | 0.01% | −6,416−94.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $24.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $24.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $24.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 406 | $24.8K | 0.01% | −124−23.4% | Reduced |
| Group One Trading, L.P. | 429 | $26.2K | 0.00% | +429 | New |
| Glassman Wealth Services | 436 | $26.7K | 0.00% | −346−44.2% | Reduced |
| Massmutual Trust Co FSB | 439 | $26.8K | 0.00% | −227−34.1% | Reduced |
| Hollencrest Capital Management | 444 | $27.1K | 0.00% | +5+1.1% | Added |
| Bruce G. Allen Investments, LLC | 454 | $27.8K | 0.03% | +454 | New |