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 |
|---|---|---|---|---|---|
| Mirova | 971 | $61.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 988 | $60.7K | 0.00% | +988 | New |
| First Command Advisory Services, Inc. | 900 | $56.8K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 890 | $53.8K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 738 | $46.6K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 716 | $45.0K | 0.00% | +139+24.1% | Added |
| FNY Investment Advisers, LLC | 700 | $44.0K | 0.03% | −350−33.3% | Reduced |
| Principal Securities, Inc. | 694 | $43.8K | 0.00% | −108−13.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 675 | $42.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 650 | $41.0K | 0.03% | +650 | New |
| Northwestern Mutual Wealth Management Co | 611 | $38.6K | 0.00% | +128+26.5% | Added |
| EverSource Wealth Advisors, LLC | 597 | $38.4K | 0.00% | −83−12.2% | Reduced |
| Boyd Watterson Asset Management LLC | 600 | $37.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $37.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $37.9K | 0.01% | +600 | New |
| AdvisorNet Financial, Inc | 567 | $35.8K | 0.00% | +10+1.8% | Added |
| Allworth Financial LP | 555 | $35.0K | 0.00% | +67+13.7% | Added |
| Quarry LP | 543 | $34.3K | 0.01% | +429+376.3% | Added |
| Voisard Asset Management Group, Inc. | 535 | $33.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 514 | $32.4K | 0.00% | −202−28.2% | Reduced |
| Financial Avengers, Inc. | 520 | $32.0K | 0.02% | +5+1.0% | Added |
| Salem Investment Counselors Inc | 500 | $31.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 480 | $30.3K | 0.00% | −20−4.0% | Reduced |
| Bruce G. Allen Investments, LLC | 454 | $28.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 449 | $28.3K | 0.00% | +5+1.1% | Added |
| Deseret Mutual Benefit Administrators | 406 | $25.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 378 | $23.9K | 0.00% | +45+13.5% | Added |
| Spire Wealth Management | 377 | $23.8K | 0.00% | +17+4.7% | Added |
| Massmutual Trust Co FSB | 370 | $23.4K | 0.00% | −69−15.7% | Reduced |
| Duncker Streett & Co Inc | 350 | $22.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 350 | $22.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 340 | $21.5K | 0.00% | −311−47.8% | Reduced |
| Carolinas Wealth Consulting LLC | 318 | $20.3K | 0.00% | +318 | New |
| Silvant Capital Management LLC | 311 | $19.8K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 303 | $19.1K | 0.01% | +3+1.0% | Added |
| NBC Securities, Inc. | 301 | $18.0K | 0.00% | +105+53.6% | Added |
| Steward Partners Investment Advisory, LLC | 277 | $17.5K | 0.00% | +38+15.9% | Added |
| Sofos Investments, Inc. | 275 | $17.4K | 0.00% | +188+216.1% | Added |
| First Horizon Advisors, Inc. | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 270 | $17.0K | 0.00% | +270 | New |
| Dynamic Wealth Strategies, LLC | 266 | $17.0K | 0.01% | −89−25.1% | Reduced |
| JJJ Advisors Inc. | 267 | $16.9K | 0.00% | +19+7.7% | Added |
| Crewe Advisors LLC | 262 | $16.5K | 0.00% | +262 | New |
| Gold Investment Management Ltd. | 252 | $15.9K | 0.01% | 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 |
| Annapolis Financial Services, LLC | 233 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $14.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 223 | $14.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 220 | $13.9K | 0.00% | −925−80.8% | Reduced |
| Umb Bank N A | 214 | $13.5K | 0.00% | +5+2.4% | Added |
| 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 |
| Smartleaf Asset Management LLC | 198 | $12.4K | 0.00% | +198 | New |
| Operose Advisors LLC | 195 | $12.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 194 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 176 | $11.1K | 0.00% | −6−3.3% | Reduced |
| MV Capital Management, Inc. | 175 | $11.0K | 0.00% | +5+2.9% | Added |
| Beacon Capital Management, LLC | 165 | $10.4K | 0.00% | +165 | New |
| Ronald Blue Trust, Inc. | 157 | $9.91K | 0.00% | −724−82.2% | Reduced |
| Grove Bank & Trust | 157 | $9.91K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 160 | $9.83K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 160 | $9.79K | 0.00% | +160 | New |
| GW&K Investment Management, LLC | 135 | $9.00K | 0.00% | +8+6.3% | Added |
| Sound Income Strategies, LLC | 142 | $8.97K | 0.00% | +41+40.6% | Added |
| West Paces Advisors Inc. | 140 | $8.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 133 | $8.39K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 120 | $8.03K | 0.00% | +1+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $7.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $6.69K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 105 | $6.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clearstead Advisors, LLC | 91 | $6.08K | 0.00% | −71−43.8% | Reduced |
| Proequities, Inc. | 89 | $5.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 83 | $5.23K | 0.00% | −19−18.6% | Reduced |
| Optiver Holding B.V. | 82 | $5.17K | 0.00% | +82 | New |
| FinTrust Capital Advisors, LLC | 73 | $4.61K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 69 | $4.36K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 60 | $3.79K | 0.00% | +60 | New |
| Tradewinds Capital Management, LLC | 55 | $3.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $3.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $3.16K | 0.00% | +50 | New |
| Adirondack Trust Co | 50 | $3.15K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | +15+42.9% | Added |
| Venturi Wealth Management, LLC | 47 | $2.97K | 0.00% | +11+30.6% | Added |
| Creative Financial Designs Inc | 46 | $2.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $2.72K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $2.71K | 0.00% | +1+2.4% | Added |
| Private Trust Co NA | 41 | $2.59K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $2.33K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 34 | $2.15K | 0.00% | +34 | New |
| 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 |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |