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, Q1 2024
Institutional positions in Vivmark Residential as of Mar 31, 2024. 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
- 622
- −7 vs. Q4 2023
- Shares held
- 356.9M
- +4.63M (+1.3%) vs. Q4 2023
- Total value
- $22.5B
- +$959.5M (+4.4%) vs. Q4 2023
- New holders
- 72
- 227 more added
- Sold out
- 79
- 207 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $126 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $127 | 0.00% | +2 | New |
| Colonial Trust Advisors | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $245 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $442 | 0.00% | −12,933−99.9% | Reduced |
| NVWM, LLC | 8 | $510 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $511 | 0.00% | +8 | New |
| CVA Family Office, LLC | 10 | $631 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $699 | 0.00% | +1+10.0% | Added |
| RFP Financial Group LLC | 13 | $820 | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $884 | 0.00% | −121−89.6% | Reduced |
| Aspect Partners, LLC | 15 | $947 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +8+400.0% | Added |
| Harbour Investments, Inc. | 19 | $1.20K | 0.00% | +10+111.1% | Added |
| Tidemark, LLC | 21 | $1.32K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 23 | $1.45K | 0.00% | +1+4.5% | Added |
| Dunhill Financial, LLC | 26 | $1.66K | 0.00% | +4+18.2% | Added |
| Park Place Capital Corp | 28 | $1.77K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $2.02K | 0.00% | −19−37.3% | Reduced |
| Planning Capital Management Corp | 32 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $2.02K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 34 | $2.15K | 0.00% | +34 | New |
| Cape Investment Advisory, Inc. | 37 | $2.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $2.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $2.71K | 0.00% | +1+2.4% | Added |
| Abound Wealth Management | 43 | $2.72K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 46 | $2.90K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47 | $2.97K | 0.00% | +11+30.6% | Added |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | +15+42.9% | Added |
| Adirondack Trust Co | 50 | $3.15K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $3.16K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 52 | $3.28K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $3.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 60 | $3.79K | 0.00% | +60 | New |
| Geneos Wealth Management Inc. | 69 | $4.36K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 73 | $4.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 82 | $5.17K | 0.00% | +82 | New |
| IFP Advisors, Inc | 83 | $5.23K | 0.00% | −19−18.6% | Reduced |
| Proequities, Inc. | 89 | $5.68K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $6.08K | 0.00% | −71−43.8% | Reduced |
| Washington Trust Co | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $6.31K | 0.00% | +100 | New |
| Concord Wealth Partners | 105 | $6.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $6.69K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $7.01K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 120 | $8.03K | 0.00% | +1+0.8% | Added |
| Private Wealth Management Group, LLC | 133 | $8.39K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 140 | $8.84K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 142 | $8.97K | 0.00% | +41+40.6% | Added |
| GW&K Investment Management, LLC | 135 | $9.00K | 0.00% | +8+6.3% | Added |
| Mather Group, LLC. | 160 | $9.79K | 0.00% | +160 | New |
| Rosenberg Matthew Hamilton | 160 | $9.83K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 157 | $9.91K | 0.00% | −724−82.2% | Reduced |
| Grove Bank & Trust | 157 | $9.91K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 165 | $10.4K | 0.00% | +165 | New |
| MV Capital Management, Inc. | 175 | $11.0K | 0.00% | +5+2.9% | Added |
| Zions Bancorporation, N.A. | 176 | $11.1K | 0.00% | −6−3.3% | Reduced |
| REAP Financial Group, LLC | 194 | $12.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 195 | $12.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 198 | $12.4K | 0.00% | +198 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $12.6K | 0.00% | +200 | New |
| Umb Bank N A | 214 | $13.5K | 0.00% | +5+2.4% | Added |
| Baldwin Brothers Inc | 220 | $13.9K | 0.00% | −925−80.8% | Reduced |
| HHM Wealth Advisors, LLC | 223 | $14.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $14.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 252 | $15.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 262 | $16.5K | 0.00% | +262 | New |
| JJJ Advisors Inc. | 267 | $16.9K | 0.00% | +19+7.7% | Added |
| Dynamic Wealth Strategies, LLC | 266 | $17.0K | 0.01% | −89−25.1% | Reduced |
| First Horizon Advisors, Inc. | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 270 | $17.0K | 0.00% | +270 | New |
| Sofos Investments, Inc. | 275 | $17.4K | 0.00% | +188+216.1% | Added |
| Steward Partners Investment Advisory, LLC | 277 | $17.5K | 0.00% | +38+15.9% | Added |
| NBC Securities, Inc. | 301 | $18.0K | 0.00% | +105+53.6% | Added |
| Perritt Capital Management Inc | 303 | $19.1K | 0.01% | +3+1.0% | Added |
| Silvant Capital Management LLC | 311 | $19.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 318 | $20.3K | 0.00% | +318 | New |
| Leonteq Securities AG | 340 | $21.5K | 0.00% | −311−47.8% | Reduced |
| Duncker Streett & Co Inc | 350 | $22.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $22.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 370 | $23.4K | 0.00% | −69−15.7% | Reduced |
| Spire Wealth Management | 377 | $23.8K | 0.00% | +17+4.7% | Added |
| Global Retirement Partners, LLC | 378 | $23.9K | 0.00% | +45+13.5% | Added |
| Central Trust Co | 400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 406 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 449 | $28.3K | 0.00% | +5+1.1% | Added |
| Bruce G. Allen Investments, LLC | 454 | $28.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 480 | $30.3K | 0.00% | −20−4.0% | Reduced |