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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 1,689 | $117.1K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,678 | $116.4K | 0.01% | +1,678 | New |
| Raffa Wealth Management, LLC | 1,577 | $109.3K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,557 | $107.9K | 0.02% | −325−17.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,677 | $105.8K | 0.00% | +1,520+968.2% | Added |
| Principal Securities, Inc. | 1,500 | $104.0K | 0.00% | +806+116.1% | Added |
| Farther Finance Advisors, LLC | 1,479 | $100.8K | 0.00% | +297+25.1% | Added |
| State of Wyoming | 1,434 | $99.4K | 0.02% | −190−11.7% | Reduced |
| Lazard Asset Management LLC | 1,377 | $95.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,309 | $90.8K | 0.00% | −708−35.1% | Reduced |
| Manchester Capital Management LLC | 1,298 | $90.0K | 0.01% | +1+0.1% | Added |
| Delta Asset Management LLC | 1,280 | $88.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,280 | $88.8K | 0.03% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,256 | $87.1K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,212 | $84.4K | 0.01% | +615+103.0% | Added |
| Montag A & Associates Inc | 1,214 | $84.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,213 | $84.0K | 0.05% | −509−29.6% | Reduced |
| Alta Advisers Ltd | 1,200 | $83.2K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,181 | $81.9K | 0.01% | +192+19.4% | Added |
| Cromwell Holdings LLC | 1,101 | $76.3K | 0.05% | +1,101 | New |
| Whittier Trust Co of Nevada Inc | 1,036 | $71.8K | 0.00% | −378−26.7% | Reduced |
| Family Firm, Inc. | 1,023 | $70.9K | 0.02% | +1,023 | New |
| Bartlett & Co. Wealth Management LLC | 1,006 | $69.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,000 | $69.0K | 0.00% | −240−19.4% | Reduced |
| CIBC Private Wealth Group, LLC | 958 | $65.1K | 0.00% | −30−3.0% | Reduced |
| First Command Advisory Services, Inc. | 900 | $62.4K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 874 | $60.6K | 0.01% | −109−11.1% | Reduced |
| Bear Mountain Capital, Inc. | 890 | $59.8K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 817 | $56.7K | 0.01% | +817 | New |
| Northwestern Mutual Wealth Management Co | 811 | $56.2K | 0.00% | +200+32.7% | Added |
| EntryPoint Capital, LLC | 799 | $55.4K | 0.03% | +799 | New |
| Legacy Bridge, LLC | 738 | $51.2K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 731 | $51.0K | 0.00% | +15+2.1% | Added |
| Cullen/Frost Bankers, Inc. | 720 | $49.9K | 0.00% | +720 | New |
| Mather Group, LLC. | 781 | $49.3K | 0.00% | +621+388.1% | Added |
| Richardson Financial Services Inc. | 650 | $45.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 620 | $43.0K | 0.00% | +106+20.6% | Added |
| TD Private Client Wealth LLC | 612 | $42.4K | 0.00% | +132+27.5% | Added |
| Boyd Watterson Asset Management LLC | 600 | $41.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $41.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 559 | $38.8K | 0.01% | −568−50.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 555 | $38.5K | 0.00% | −600−51.9% | Reduced |
| HHM Wealth Advisors, LLC | 550 | $38.1K | 0.01% | +327+146.6% | Added |
| AdvisorNet Financial, Inc | 547 | $37.9K | 0.00% | −20−3.5% | Reduced |
| Allworth Financial LP | 539 | $37.8K | 0.00% | −16−2.9% | Reduced |
| Voisard Asset Management Group, Inc. | 535 | $37.1K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 526 | $36.5K | 0.02% | +6+1.2% | Added |
| Massmutual Trust Co FSB | 525 | $36.4K | 0.00% | +155+41.9% | Added |
| FNY Investment Advisers, LLC | 530 | $36.0K | 0.02% | −170−24.3% | Reduced |
| Salem Investment Counselors Inc | 500 | $34.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 488 | $33.8K | 0.02% | +82+20.2% | Added |
| Paralel Advisors LLC | 487 | $33.8K | 0.00% | −18,000−97.4% | Reduced |
| Bruce G. Allen Investments, LLC | 454 | $31.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 453 | $31.4K | 0.00% | +4+0.9% | Added |
| Clearstead Advisors, LLC | 442 | $30.6K | 0.00% | +351+385.7% | Added |
| Central Trust Co | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 399 | $27.7K | 0.00% | +21+5.6% | Added |
| Spire Wealth Management | 394 | $27.3K | 0.00% | +17+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 357 | $24.8K | 0.00% | +80+28.9% | Added |
| Duncker Streett & Co Inc | 350 | $24.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 340 | $23.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 328 | $22.7K | 0.00% | +61+22.8% | Added |
| Carolinas Wealth Consulting LLC | 323 | $22.4K | 0.00% | +5+1.6% | Added |
| NBC Securities, Inc. | 328 | $22.0K | 0.00% | +27+9.0% | Added |
| Silvant Capital Management LLC | 311 | $21.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 307 | $21.3K | 0.01% | +4+1.3% | Added |
| Umb Bank N A | 280 | $19.4K | 0.00% | +66+30.8% | Added |
| First Horizon Advisors, Inc. | 270 | $18.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 268 | $18.6K | 0.00% | +18+7.2% | Added |
| Crewe Advisors LLC | 262 | $18.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 266 | $18.0K | 0.02% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 252 | $17.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $17.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $16.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $15.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 220 | $15.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 214 | $14.8K | 0.00% | +162+311.5% | Added |
| Meeder Asset Management Inc | 214 | $14.8K | 0.00% | +214 | New |
| Venturi Wealth Management, LLC | 208 | $14.4K | 0.00% | +161+342.6% | Added |
| Harbor Investment Advisory, LLC | 204 | $14.1K | 0.00% | +4+2.0% | 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 |
| MV Capital Management, Inc. | 197 | $13.7K | 0.00% | +22+12.6% | Added |
| Operose Advisors LLC | 195 | $13.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 194 | $13.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 196 | $13.4K | 0.00% | −2−1.0% | Reduced |
| GW&K Investment Management, LLC | 189 | $13.0K | 0.00% | +54+40.0% | Added |
| Beacon Capital Management, LLC | 165 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 160 | $10.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 157 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 143 | $9.94K | 0.00% | +1+0.7% | Added |
| West Paces Advisors Inc. | 140 | $9.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 133 | $9.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 125 | $8.67K | 0.00% | −51−29.0% | Reduced |
| Semmax Financial Advisors Inc. | 121 | $8.64K | 0.00% | +1+0.8% | Added |
| Concord Wealth Partners | 120 | $8.32K | 0.00% | +15+14.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $7.70K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 107 | $7.42K | 0.00% | +97+970.0% | Added |
| Key Financial Inc | 106 | $7.35K | 0.00% | 00.0% | Unchanged |