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, Q3 2024
Institutional positions in Vivmark Residential as of Sep 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
- 680
- +32 vs. Q2 2024
- Shares held
- 350.5M
- +38.1M (+12.2%) vs. Q2 2024
- Total value
- $26.1B
- +$4.47B (+20.6%) vs. Q2 2024
- New holders
- 86
- 258 more added
- Sold out
- 54
- 229 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $75 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $149 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $149 | 0.00% | +2 | New |
| Proequities, Inc. | 6 | $450 | 0.00% | −57−90.5% | Reduced |
| Colonial Trust Co | 7 | $518 | 0.00% | +7 | New |
| Quest Partners LLC | 7 | $521 | 0.00% | −17,120−100.0% | Reduced |
| Cornerstone Planning Group LLC | 9 | $668 | 0.00% | +5+125.0% | Added |
| Aspire Private Capital, LLC | 11 | $842 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 13 | $901 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $968 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 23 | $1.71K | 0.00% | −18−43.9% | Reduced |
| Johnson Financial Group, Inc. | 23 | $1.73K | 0.00% | +23 | New |
| Pacific Center for Financial Services | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 29 | $2.16K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $2.38K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 34 | $2.53K | 0.00% | +34 | New |
| Cape Investment Advisory, Inc. | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 37 | $2.75K | 0.00% | +37 | New |
| Harbour Investments, Inc. | 40 | $2.98K | 0.00% | +19+90.5% | Added |
| Abound Wealth Management | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $3.00K | 0.00% | +10+27.8% | Added |
| Peterson Financial Group, Inc. | 41 | $3.02K | 0.01% | +41 | New |
| Raffa Wealth Management, LLC | 46 | $3.42K | 0.00% | −1,531−97.1% | Reduced |
| Creative Financial Designs Inc | 46 | $3.42K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 46 | $3.42K | 0.00% | +15+48.4% | Added |
| Dunhill Financial, LLC | 49 | $3.67K | 0.00% | +22+81.5% | Added |
| Adirondack Trust Co | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $3.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 52 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $4.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 60 | $4.47K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $4.47K | 0.00% | +5+9.1% | Added |
| Highline Wealth Partners LLC | 60 | $4.47K | 0.00% | +15+33.3% | Added |
| Addison Advisors LLC | 63 | $4.69K | 0.00% | +35+125.0% | Added |
| FinTrust Capital Advisors, LLC | 73 | $5.44K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 76 | $5.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 77 | $5.73K | 0.00% | −48−38.4% | Reduced |
| Larson Financial Group LLC | 78 | $5.81K | 0.00% | +78 | New |
| Anchor Investment Management, LLC | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $7.77K | 0.00% | −39−27.3% | Reduced |
| Concord Wealth Partners | 105 | $7.82K | 0.00% | −15−12.5% | Reduced |
| Key Financial Inc | 106 | $7.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 117 | $8.00K | 0.00% | +117 | New |
| Moisand Fitzgerald Tamayo, LLC | 111 | $8.27K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 123 | $8.96K | 0.00% | +2+1.7% | Added |
| Private Wealth Management Group, LLC | 134 | $9.98K | 0.00% | +1+0.8% | Added |
| West Paces Advisors Inc. | 140 | $10.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 142 | $10.6K | 0.00% | +142 | New |
| CoreCap Advisors, LLC | 156 | $11.6K | 0.00% | +56+56.0% | Added |
| Rosenberg Matthew Hamilton | 160 | $11.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 167 | $12.4K | 0.00% | +2+1.2% | Added |
| GW&K Investment Management, LLC | 194 | $14.0K | 0.00% | +5+2.6% | Added |
| REAP Financial Group, LLC | 194 | $14.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 195 | $14.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 198 | $14.7K | 0.00% | +41+26.1% | Added |
| MV Capital Management, Inc. | 199 | $14.8K | 0.00% | +2+1.0% | Added |
| Harbor Investment Advisory, LLC | 200 | $14.9K | 0.00% | −4−2.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 203 | $15.1K | 0.00% | +96+89.7% | Added |
| Northwest Financial Advisors | 205 | $15.3K | 0.01% | +205 | New |
| Venturi Wealth Management, LLC | 208 | $15.5K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 210 | $15.6K | 0.01% | +210 | New |
| Catalyst Capital Advisors LLC | 217 | $16.2K | 0.00% | +217 | New |
| Baldwin Brothers Inc | 224 | $16.7K | 0.00% | +4+1.8% | Added |
| Farmers & Merchants Investments Inc | 228 | $17.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $17.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 244 | $18.0K | 0.00% | −84−25.6% | Reduced |
| Ashton Thomas Securities, LLC | 249 | $18.5K | 0.00% | +249 | New |
| Sandy Spring Bank | 250 | $18.6K | 0.00% | −18−6.7% | Reduced |
| Gold Investment Management Ltd. | 252 | $18.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 261 | $19.4K | 0.00% | +261 | New |
| Crewe Advisors LLC | 262 | $19.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 263 | $19.5K | 0.00% | −94−26.3% | Reduced |
| Versant Capital Management, Inc | 263 | $19.6K | 0.00% | +49+22.9% | Added |
| First Horizon Advisors, Inc. | 270 | $20.1K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 310 | $23.1K | 0.01% | +3+1.0% | Added |
| Silvant Capital Management LLC | 311 | $23.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 330 | $24.6K | 0.01% | +330 | New |
| Carolinas Wealth Consulting LLC | 328 | $24.6K | 0.00% | +5+1.5% | Added |
| Chilton Capital Management LLC | 337 | $25.1K | 0.00% | −99,015−99.7% | Reduced |
| Leonteq Securities AG | 340 | $25.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 360 | $26.0K | 0.00% | −1,017−73.9% | Reduced |
| Duncker Streett & Co Inc | 350 | $26.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 363 | $27.0K | 0.00% | −418−53.5% | Reduced |
| Bryn Mawr Trust Co | 383 | $28.5K | 0.00% | +383 | New |
| Smartleaf Asset Management LLC | 402 | $29.7K | 0.00% | +206+105.1% | Added |
| HHM Wealth Advisors, LLC | 400 | $29.8K | 0.00% | −150−27.3% | Reduced |
| Ancora Advisors, LLC | 400 | $29.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 401 | $29.9K | 0.00% | +1+0.3% | Added |
| Spire Wealth Management | 407 | $30.3K | 0.00% | +13+3.3% | Added |
| Skopos Labs, Inc. | 438 | $32.6K | 0.01% | +438 | New |