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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.

Institutional holdersQ4 2023: 636 institutions
Q1 2021: 562 institutionsQ2 2021: 597 institutionsQ3 2021: 599 institutionsQ4 2021: 655 institutionsQ1 2022: 660 institutionsQ2 2022: 618 institutionsQ3 2022: 618 institutionsQ4 2022: 597 institutionsQ1 2023: 581 institutionsQ2 2023: 611 institutionsQ3 2023: 592 institutionsQ4 2023: 636 institutionsQ1 2024: 622 institutionsQ2 2024: 654 institutionsQ3 2024: 680 institutionsQ4 2024: 683 institutionsQ1 2025: 702 institutionsQ2 2025: 710 institutionsQ3 2025: 690 institutionsQ4 2025: 691 institutionsQ1 2026: 707 institutionsQ2 2026: 717 institutions
Value heldQ4 2023: $21.6B
Q1 2021: $24.8BQ2 2021: $26.5BQ3 2021: $27.7BQ4 2021: $31.2BQ1 2022: $31.2BQ2 2022: $24.9BQ3 2022: $23.1BQ4 2022: $20.5BQ1 2023: $20.7BQ2 2023: $23.4BQ3 2023: $20.7BQ4 2023: $21.6BQ1 2024: $22.5BQ2 2024: $24.3BQ3 2024: $26.1BQ4 2024: $25.5BQ1 2025: $25.3BQ2 2025: $23.8BQ3 2025: $20.9BQ4 2025: $22.3BQ1 2026: $19.3BQ2 2026: $24.9B
Institutions holding VMRK and their total value by quarter
QuarterHoldersValue
Q2 2026717$24.9B
Q1 2026707$19.3B
Q4 2025691$22.3B
Q3 2025690$20.9B
Q2 2025710$23.8B
Q1 2025702$25.3B
Q4 2024683$25.5B
Q3 2024680$26.1B
Q2 2024654$24.3B
Q1 2024622$22.5B
Q4 2023636$21.6B
Q3 2023592$20.7B
Q2 2023611$23.4B
Q1 2023581$20.7B
Q4 2022597$20.5B
Q3 2022618$23.1B
Q2 2022618$24.9B
Q1 2022660$31.2B
Q4 2021655$31.2B
Q3 2021599$27.7B
Q2 2021597$26.5B
Q1 2021562$24.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q3 2023.

Institutions holding VMRK in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Northwestern Mutual Wealth Management Co483$29.5K0.00%−446−48.0%Reduced
Allworth Financial LP488$29.9K0.00%+267+120.8%Added
TD Private Client Wealth LLC500$30.6K0.00%+378+309.8%Added
Salem Investment Counselors Inc500$30.9K0.00%00.0%Unchanged
Financial Avengers, Inc.515$31.5K0.02%+6+1.2%Added
Voisard Asset Management Group, Inc.535$32.7K0.02%+535New
AdvisorNet Financial, Inc557$34.1K0.00%+557New
Loomis Sayles & Co L P577$35.0K0.00%−109−15.9%Reduced
Cutler Group LP604$36.0K0.01%+407+206.6%Added
Boyd Watterson Asset Management LLC600$36.7K0.01%00.0%Unchanged
West Branch Capital LLC600$36.7K0.02%00.0%Unchanged
Leonteq Securities AG651$39.8K0.01%−22−3.3%Reduced
Kelly Lawrence W & Associates Inc675$41.3K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC680$41.6K0.00%−193−22.1%Reduced
Lindbrook Capital, LLC716$43.8K0.00%+423+144.4%Added
Legacy Bridge, LLC738$45.1K0.03%−442−37.5%Reduced
Principal Securities, Inc.802$49.0K0.00%+802New
Federation des caisses Desjardins du Quebec847$51.8K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.881$52.0K0.00%+696+376.2%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA880$53.8K0.02%+880New
Rakuten Investment Management, Inc.865$54.1K0.00%+865New
Bear Mountain Capital, Inc.890$54.7K0.02%+890New
First Command Advisory Services, Inc.900$55.0K0.00%00.0%Unchanged
Mirova971$59.4K0.01%−58−5.6%Reduced
Planned Solutions, Inc.1,000$61.2K0.03%+1,000New
Bartlett & Co. Wealth Management LLC1,006$62.9K0.00%00.0%Unchanged
Bartlett & Co. LLC1,006$63.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC1,050$64.0K0.07%−1,430−57.7%Reduced
Parkside Financial Bank & Trust1,080$66.1K0.01%+93+9.4%Added
Baldwin Brothers Inc1,145$70.0K0.01%+291+34.1%Added
Livforsakringsbolaget Skandia, Omsesidigt1,155$71.3K0.01%+635+122.1%Added
SYSTM Wealth Solutions LLC1,169$71.8K0.01%+1,169New
Quadrant Capital Group LLC1,184$72.4K0.01%−903−43.3%Reduced
Alta Advisers Ltd1,200$73.4K0.04%00.0%Unchanged
Montag A & Associates Inc1,214$74.9K0.00%00.0%Unchanged
Smithfield Trust Co1,240$76.0K0.00%00.0%Unchanged
Muzinich & Co., Inc.1,256$76.8K0.07%00.0%Unchanged
Manchester Capital Management LLC1,275$78.0K0.01%+30+2.4%Added
Delta Asset Management LLC1,280$78.3K0.01%00.0%Unchanged
First Manhattan Co1,283$78.5K0.00%00.0%Unchanged
Lazard Asset Management LLC1,377$84.0K0.00%−497−26.5%Reduced
Whittier Trust Co of Nevada Inc1,414$86.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,469$89.9K0.01%+215+17.1%Added
Tompkins Financial Corp1,600$97.9K0.01%00.0%Unchanged
Whittier Trust Co1,625$99.4K0.00%−865−34.7%Reduced
Parallel Advisors, LLC1,638$100.2K0.00%−793−32.6%Reduced
Benjamin Edwards Inc1,656$101.0K0.02%−5,174−75.8%Reduced
Covestor Ltd1,633$101.0K0.07%+7+0.4%Added
Coppell Advisory Solutions LLC1,885$115.3K0.02%−25−1.3%Reduced
Glen Eagle Advisors, LLC1,982$121.2K0.03%00.0%Unchanged
Optimum Investment Advisors2,000$122.3K0.06%00.0%Unchanged
Signaturefd, LLC2,002$122.4K0.00%−1,654−45.2%Reduced
Federated Hermes, Inc.2,046$125.1K0.00%+139+7.3%Added
North Star Investment Management Corp.2,094$128.0K0.01%−211−9.2%Reduced
Motco2,121$129.7K0.01%00.0%Unchanged
HM Payson & Co2,177$133.1K0.00%00.0%Unchanged
Tobam2,294$140.0K0.01%−755−24.8%Reduced
Bessemer Group Inc2,413$147.0K0.00%−1,242−34.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S2,465$151.0K0.00%−3,914−61.4%Reduced
CWM, LLC2,546$156.0K0.00%−1,020−28.6%Reduced
Rothschild Investment LLC2,721$166.4K0.01%+2,721New
PGGM Investments2,771$169.0K0.00%+2,771New
Huntington National Bank2,928$179.1K0.00%−103−3.4%Reduced
Desjardins Global Asset Management Inc.2,978$182.1K0.02%+40+1.4%Added
Hanson & Doremus Investment Management3,127$191.0K0.04%+8+0.3%Added
Baron Wealth Management LLC3,289$201.2K0.11%+3,289New
Cornerstone Advisory, LLC3,345$204.6K0.03%+3,345New
GAMMA Investing LLC3,455$208.0K0.06%+3,455New
Envestnet Portfolio Solutions, Inc.3,407$208.4K0.00%+3,407New
Assenagon Asset Management S.A.3,424$209.4K0.00%−1,029−23.1%Reduced
Coldstream Capital Management Inc3,459$211.5K0.01%+3,459New
Clear Street Markets LLC3,500$214.0K0.09%+3,500New
Henshaw Capital LLC3,500$214.1K0.01%00.0%Unchanged
Advisory Services Network, LLC3,506$214.5K0.01%−1,698−32.6%Reduced
Gsa Capital Partners LLP3,519$215.0K0.02%+3,519New
V-Square Quantitative Management LLC3,516$215.0K0.05%00.0%Unchanged
Garner Asset Management Corp3,663$215.3K0.11%−631−14.7%Reduced
Sequoia Financial Advisors, LLC3,524$215.6K0.00%+3,524New
Successful Portfolios LLC3,580$219.0K0.16%−60−1.6%Reduced
Qtron Investments LLC3,608$220.7K0.04%+3,608New
Jones Financial Companies LLLP3,623$221.6K0.00%+2,703+293.8%Added
LVW Advisors, LLC3,670$224.5K0.04%+3,670New
Marshall Wace, LLP3,700$226.3K0.00%+3,700New
Los Angeles Capital Management LLC3,715$227.2K0.00%−15,948−81.1%Reduced
Consolidated Portfolio Review Corp3,799$232.4K0.05%+3,799New
Ameritas Investment Partners, Inc.3,840$234.9K0.01%−266−6.5%Reduced
Transamerica Financial Advisors, Inc.3,850$236.0K0.03%−47−1.2%Reduced
C2C Wealth Management, LLC3,782$236.4K0.20%+100+2.7%Added
Oppenheimer & Co Inc3,871$236.8K0.00%−1,624−29.6%Reduced
American Investment Services, Inc.3,876$237.1K0.04%00.0%Unchanged
Pasadena Private Wealth, LLC3,930$240.4K0.06%+3,930New
Cigna Investments Inc3,955$242.0K0.05%00.0%Unchanged
Firethorn Wealth Partners, LLC3,963$242.4K0.16%+143+3.7%Added
MML Investors Services, LLC3,996$244.0K0.00%−53−1.3%Reduced
Siemens Fonds Invest GmbH3,997$244.5K0.02%+3,997New
Frank, Rimerman Advisors LLC4,018$245.7K0.05%00.0%Unchanged
Ellevest, Inc.4,056$248.1K0.02%−1,671−29.2%Reduced
MAI Capital Management4,069$248.8K0.00%+32+0.8%Added
Mesirow Financial Investment Management, Inc.4,180$255.7K0.01%+4,180New
Roger Wittlin Investment Advisory, LLC4,226$258.6K0.19%−1,716−28.9%Reduced