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 |
|---|---|---|---|---|---|
| Avion Wealth | 455 | $33.0K | 0.01% | +429+1,650.0% | Added |
| Assetmark, Inc | 447 | $33.3K | 0.00% | +430+2,529.4% | Added |
| Clearstead Advisors, LLC | 453 | $33.7K | 0.00% | +11+2.5% | Added |
| Bruce G. Allen Investments, LLC | 454 | $33.8K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 458 | $34.1K | 0.00% | +5+1.1% | Added |
| Umb Bank N A | 475 | $35.4K | 0.00% | +195+69.6% | Added |
| Deseret Mutual Benefit Administrators | 488 | $36.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 502 | $37.4K | 0.00% | −23−4.4% | Reduced |
| Allworth Financial LP | 504 | $37.5K | 0.00% | −35−6.5% | Reduced |
| Salem Investment Counselors Inc | 500 | $37.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 519 | $39.0K | 0.03% | +253+95.1% | Added |
| Financial Avengers, Inc. | 531 | $39.5K | 0.02% | +5+1.0% | Added |
| Voisard Asset Management Group, Inc. | 535 | $39.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 536 | $39.9K | 0.01% | −23−4.1% | Reduced |
| Global Retirement Partners, LLC | 538 | $40.1K | 0.00% | +139+34.8% | Added |
| Continuum Advisory, LLC | 551 | $40.3K | 0.01% | +551 | New |
| AdvisorNet Financial, Inc | 576 | $42.9K | 0.00% | +29+5.3% | Added |
| Boyd Watterson Asset Management LLC | 600 | $44.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $44.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 603 | $44.9K | 0.00% | −9−1.5% | Reduced |
| Lindbrook Capital, LLC | 616 | $45.9K | 0.00% | −4−0.6% | Reduced |
| Independence Bank of Kentucky | 633 | $47.1K | 0.01% | +433+216.5% | Added |
| Global X Japan Co., Ltd. | 638 | $47.5K | 0.01% | −179−21.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 720 | $53.6K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 738 | $55.0K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 745 | $55.0K | 0.00% | +14+1.9% | Added |
| Bear Mountain Capital, Inc. | 890 | $65.8K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 910 | $67.0K | 0.03% | +380+71.7% | Added |
| First Command Advisory Services, Inc. | 900 | $67.0K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 980 | $73.0K | 0.00% | +980 | New |
| Planned Solutions, Inc. | 1,000 | $74.5K | 0.03% | +1,000 | New |
| Bartlett & Co. Wealth Management LLC | 1,006 | $75.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,036 | $77.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,101 | $82.7K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,122 | $83.5K | 0.01% | −59−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,156 | $86.1K | 0.00% | +345+42.5% | Added |
| Smithfield Trust Co | 1,209 | $89.0K | 0.00% | +209+20.9% | Added |
| Alta Advisers Ltd | 1,200 | $89.4K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,214 | $91.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,230 | $91.6K | 0.01% | −50−3.9% | Reduced |
| Richardson Financial Services Inc. | 1,300 | $93.5K | 0.06% | +650+100.0% | Added |
| Muzinich & Co., Inc. | 1,256 | $93.5K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,280 | $95.3K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,298 | $96.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,349 | $100.0K | 0.06% | +136+11.2% | Added |
| Values First Advisors, Inc. | 1,533 | $114.1K | 0.06% | +1,533 | New |
| Glen Eagle Advisors, LLC | 1,557 | $115.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,559 | $116.1K | 0.01% | +347+28.6% | Added |
| Quent Capital, LLC | 1,568 | $116.4K | 0.01% | −310−16.5% | Reduced |
| Sentry Investment Management LLC | 1,588 | $118.0K | 0.05% | +1,588 | New |
| Federated Hermes, Inc. | 1,610 | $119.9K | 0.00% | +301+23.0% | Added |
| New Potomac Partners, LLC | 1,624 | $120.9K | 0.06% | +1,624 | New |
| ZRC Wealth Management, LLC | 1,689 | $125.8K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 1,826 | $135.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,906 | $141.9K | 0.00% | +406+27.1% | Added |
| Tobam | 1,927 | $143.0K | 0.03% | +152+8.6% | Added |
| Optimum Investment Advisors | 2,000 | $148.9K | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $148.9K | 0.05% | +2,000 | New |
| HM Payson & Co | 2,008 | $149.5K | 0.00% | −194−8.8% | Reduced |
| Coppell Advisory Solutions LLC | 2,105 | $155.7K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,187 | $162.9K | 0.01% | +7+0.3% | Added |
| Motco | 2,257 | $168.1K | 0.02% | −250−10.0% | Reduced |
| Clear Street Markets LLC | 2,300 | $171.0K | 0.11% | +2,300 | New |
| Farther Finance Advisors, LLC | 2,463 | $183.4K | 0.01% | +984+66.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,301 | $185.2K | 0.00% | −1,265−35.5% | Reduced |
| Rothschild Investment LLC | 2,602 | $193.7K | 0.01% | +10+0.4% | Added |
| Citadel Advisors LLC | 2,650 | $197.3K | 0.00% | −9,564−78.3% | Reduced |
| Sequoia Financial Advisors, LLC | 2,687 | $200.1K | 0.00% | +2,687 | New |
| Huntington National Bank | 2,717 | $202.3K | 0.00% | −153−5.3% | Reduced |
| CWM, LLC | 2,753 | $205.0K | 0.00% | +57+2.1% | Added |
| Kingsview Wealth Management, LLC | 2,819 | $209.9K | 0.00% | +2,819 | New |
| Ellis Investment Partners, LLC | 2,842 | $211.6K | 0.04% | +2,842 | New |
| Colony Group, LLC | 2,895 | $215.6K | 0.00% | −2,203−43.2% | Reduced |
| Meeder Asset Management Inc | 2,901 | $216.0K | 0.01% | +2,687+1,255.6% | Added |
| OneAscent Wealth Management LLC | 2,892 | $217.0K | 0.08% | +2,892 | New |
| Envestnet Portfolio Solutions, Inc. | 2,917 | $217.2K | 0.00% | −643−18.1% | Reduced |
| Optiver Holding B.V. | 2,928 | $218.0K | 0.01% | +2,928 | New |
| Buckingham Strategic Partners | 2,966 | $220.8K | 0.00% | +2,966 | New |
| Signaturefd, LLC | 2,980 | $221.9K | 0.00% | +619+26.2% | Added |
| HB Wealth Management, LLC | 2,993 | $222.9K | 0.00% | +2,993 | New |
| Doheny Asset Management | 3,000 | $223.0K | 0.15% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,000 | $223.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,027 | $225.0K | 0.04% | −100−3.2% | Reduced |
| Insigneo Advisory Services, LLC | 3,025 | $225.2K | 0.02% | +3,025 | New |
| Evoke Wealth, LLC | 3,007 | $225.9K | 0.01% | +3,007 | New |
| FSM Wealth Advisors, LLC | 3,037 | $226.1K | 0.06% | +3,037 | New |
| Firethorn Wealth Partners, LLC | 3,082 | $229.5K | 0.12% | −825−21.1% | Reduced |
| Nilsine Partners, LLC | 3,135 | $233.4K | 0.03% | −14−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,191 | $237.6K | 0.01% | +292+10.1% | Added |
| Gilman Hill Asset Management, LLC | 3,200 | $238.3K | 0.04% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 3,228 | $240.4K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,241 | $241.3K | 0.16% | −74−2.2% | Reduced |
| Private Advisor Group, LLC | 3,248 | $241.9K | 0.00% | −28−0.9% | Reduced |
| Modera Wealth Management, LLC | 3,278 | $244.1K | 0.00% | +200+6.5% | Added |
| Ellevest, Inc. | 3,298 | $245.6K | 0.01% | −485−12.8% | Reduced |
| Pasadena Private Wealth, LLC | 3,410 | $253.9K | 0.05% | +21+0.6% | Added |
| Driehaus Capital Management LLC | 3,417 | $254.4K | 0.00% | +3,417 | New |
| Atomi Financial Group, Inc. | 3,423 | $254.9K | 0.02% | +466+15.8% | Added |
| Greenleaf Trust | 3,440 | $256.1K | 0.00% | +80+2.4% | Added |
| Ameritas Investment Partners, Inc. | 3,456 | $257.3K | 0.01% | −173−4.8% | Reduced |