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, Q2 2024
Institutional positions in Vivmark Residential as of Jun 30, 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
- 654
- +36 vs. Q1 2024
- Shares held
- 351.3M
- −4.78M (−1.3%) vs. Q1 2024
- Total value
- $24.3B
- +$1.86B (+8.3%) vs. Q1 2024
- New holders
- 86
- 264 more added
- Sold out
- 50
- 196 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Selected Advisers | 103,015 | $0 | 0.00% | −36,690−26.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2 | $162 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 4 | $277 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 6 | $417 | 0.00% | −4,160−99.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 11 | $694 | 0.00% | +11 | New |
| Aspire Private Capital, LLC | 11 | $777 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 13 | $901 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $901 | 0.00% | +5+62.5% | Added |
| Mattson Financial Services, LLC | 13 | $901 | 0.00% | +13 | New |
| TD Waterhouse Canada Inc. | 14 | $959 | 0.00% | +14 | New |
| Core Alternative Capital | 14 | $971 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $1.00K | 0.00% | +8+44.4% | Added |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | +6+60.0% | Added |
| Aspect Partners, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $1.04K | 0.00% | +15 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.11K | 0.00% | +8+100.0% | Added |
| Assetmark, Inc | 17 | $1.18K | 0.00% | +17 | New |
| Ashton Thomas Private Wealth, LLC | 20 | $1.39K | 0.00% | +20 | New |
| Unique Wealth Strategies, LLC | 22 | $1.39K | 0.00% | +22 | New |
| Harbour Investments, Inc. | 21 | $1.46K | 0.00% | +2+10.5% | Added |
| Castleview Partners, LLC | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $1.80K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 27 | $1.87K | 0.00% | +1+3.8% | Added |
| Park Place Capital Corp | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $1.94K | 0.00% | +28 | New |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | −15−30.0% | Reduced |
| Bell Investment Advisors, Inc | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 31 | $2.15K | 0.00% | +29+1,450.0% | Added |
| Fortitude Family Office, LLC | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 32 | $2.22K | 0.00% | +32 | New |
| Cape Investment Advisory, Inc. | 37 | $2.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $2.78K | 0.00% | −3−7.0% | Reduced |
| Private Trust Co NA | 41 | $2.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $3.00K | 0.00% | +8+28.6% | Added |
| McIlrath & Eck, LLC | 43 | $3.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $3.12K | 0.00% | +45 | New |
| Creative Financial Designs Inc | 46 | $3.19K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $3.54K | 0.00% | +51 | New |
| Sachetta, LLC | 52 | $3.62K | 0.00% | +48+1,200.0% | Added |
| Tradewinds Capital Management, LLC | 55 | $3.81K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $3.81K | 0.00% | +5+10.0% | Added |
| Red Tortoise LLC | 60 | $4.16K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 63 | $4.37K | 0.00% | −26−29.2% | Reduced |
| Geneos Wealth Management Inc. | 69 | $4.78K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 73 | $5.06K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 76 | $5.27K | 0.00% | −7−8.4% | Reduced |
| Anchor Investment Management, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $6.93K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 102 | $7.07K | 0.00% | +70+218.8% | Added |
| Key Financial Inc | 106 | $7.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 107 | $7.42K | 0.00% | +97+970.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $7.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 120 | $8.32K | 0.00% | +15+14.3% | Added |
| Semmax Financial Advisors Inc. | 121 | $8.64K | 0.00% | +1+0.8% | Added |
| Zions Bancorporation, N.A. | 125 | $8.67K | 0.00% | −51−29.0% | Reduced |
| Private Wealth Management Group, LLC | 133 | $9.22K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 140 | $9.71K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 143 | $9.94K | 0.00% | +1+0.7% | Added |
| Grove Bank & Trust | 157 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 160 | $10.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 165 | $11.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 189 | $13.0K | 0.00% | +54+40.0% | Added |
| Smartleaf Asset Management LLC | 196 | $13.4K | 0.00% | −2−1.0% | Reduced |
| REAP Financial Group, LLC | 194 | $13.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 195 | $13.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 197 | $13.7K | 0.00% | +22+12.6% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 204 | $14.1K | 0.00% | +4+2.0% | Added |
| Venturi Wealth Management, LLC | 208 | $14.4K | 0.00% | +161+342.6% | Added |
| Versant Capital Management, Inc | 214 | $14.8K | 0.00% | +162+311.5% | Added |
| Meeder Asset Management Inc | 214 | $14.8K | 0.00% | +214 | New |
| Baldwin Brothers Inc | 220 | $15.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $15.8K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $16.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $17.3K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 252 | $17.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 266 | $18.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 262 | $18.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 268 | $18.6K | 0.00% | +18+7.2% | Added |
| First Horizon Advisors, Inc. | 270 | $18.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 280 | $19.4K | 0.00% | +66+30.8% | Added |
| Perritt Capital Management Inc | 307 | $21.3K | 0.01% | +4+1.3% | Added |
| Silvant Capital Management LLC | 311 | $21.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 328 | $22.0K | 0.00% | +27+9.0% | Added |
| Carolinas Wealth Consulting LLC | 323 | $22.4K | 0.00% | +5+1.6% | Added |
| JJJ Advisors Inc. | 328 | $22.7K | 0.00% | +61+22.8% | Added |
| Leonteq Securities AG | 340 | $23.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 350 | $24.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 357 | $24.8K | 0.00% | +80+28.9% | Added |
| Spire Wealth Management | 394 | $27.3K | 0.00% | +17+4.5% | Added |
| Global Retirement Partners, LLC | 399 | $27.7K | 0.00% | +21+5.6% | Added |
| Central Trust Co | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 442 | $30.6K | 0.00% | +351+385.7% | Added |