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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 2,993 | $222.9K | 0.00% | +2,993 | New |
| Signaturefd, LLC | 2,980 | $221.9K | 0.00% | +619+26.2% | Added |
| Buckingham Strategic Partners | 2,966 | $220.8K | 0.00% | +2,966 | New |
| Optiver Holding B.V. | 2,928 | $218.0K | 0.01% | +2,928 | New |
| Envestnet Portfolio Solutions, Inc. | 2,917 | $217.2K | 0.00% | −643−18.1% | Reduced |
| OneAscent Wealth Management LLC | 2,892 | $217.0K | 0.08% | +2,892 | New |
| Meeder Asset Management Inc | 2,901 | $216.0K | 0.01% | +2,687+1,255.6% | Added |
| Colony Group, LLC | 2,895 | $215.6K | 0.00% | −2,203−43.2% | Reduced |
| Ellis Investment Partners, LLC | 2,842 | $211.6K | 0.04% | +2,842 | New |
| Kingsview Wealth Management, LLC | 2,819 | $209.9K | 0.00% | +2,819 | New |
| CWM, LLC | 2,753 | $205.0K | 0.00% | +57+2.1% | Added |
| Huntington National Bank | 2,717 | $202.3K | 0.00% | −153−5.3% | Reduced |
| Sequoia Financial Advisors, LLC | 2,687 | $200.1K | 0.00% | +2,687 | New |
| Citadel Advisors LLC | 2,650 | $197.3K | 0.00% | −9,564−78.3% | Reduced |
| Rothschild Investment LLC | 2,602 | $193.7K | 0.01% | +10+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,301 | $185.2K | 0.00% | −1,265−35.5% | Reduced |
| Farther Finance Advisors, LLC | 2,463 | $183.4K | 0.01% | +984+66.5% | Added |
| Clear Street Markets LLC | 2,300 | $171.0K | 0.11% | +2,300 | New |
| Motco | 2,257 | $168.1K | 0.02% | −250−10.0% | Reduced |
| North Star Investment Management Corp. | 2,187 | $162.9K | 0.01% | +7+0.3% | Added |
| Coppell Advisory Solutions LLC | 2,105 | $155.7K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,008 | $149.5K | 0.00% | −194−8.8% | Reduced |
| 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 |
| Tobam | 1,927 | $143.0K | 0.03% | +152+8.6% | Added |
| Principal Securities, Inc. | 1,906 | $141.9K | 0.00% | +406+27.1% | Added |
| Whittier Trust Co | 1,826 | $135.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,689 | $125.8K | 0.05% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,624 | $120.9K | 0.06% | +1,624 | New |
| Federated Hermes, Inc. | 1,610 | $119.9K | 0.00% | +301+23.0% | Added |
| Sentry Investment Management LLC | 1,588 | $118.0K | 0.05% | +1,588 | New |
| Quent Capital, LLC | 1,568 | $116.4K | 0.01% | −310−16.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,559 | $116.1K | 0.01% | +347+28.6% | Added |
| Glen Eagle Advisors, LLC | 1,557 | $115.9K | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,533 | $114.1K | 0.06% | +1,533 | New |
| Covestor Ltd | 1,349 | $100.0K | 0.06% | +136+11.2% | Added |
| Manchester Capital Management LLC | 1,298 | $96.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,280 | $95.3K | 0.03% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,256 | $93.5K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,300 | $93.5K | 0.06% | +650+100.0% | Added |
| Delta Asset Management LLC | 1,230 | $91.6K | 0.01% | −50−3.9% | Reduced |
| Montag A & Associates Inc | 1,214 | $91.2K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $89.4K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,209 | $89.0K | 0.00% | +209+20.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,156 | $86.1K | 0.00% | +345+42.5% | Added |
| Quadrant Capital Group LLC | 1,122 | $83.5K | 0.01% | −59−5.0% | Reduced |
| Cromwell Holdings LLC | 1,101 | $82.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,036 | $77.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,006 | $75.6K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,000 | $74.5K | 0.03% | +1,000 | New |
| Intact Investment Management Inc. | 980 | $73.0K | 0.00% | +980 | New |
| First Command Advisory Services, Inc. | 900 | $67.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 910 | $67.0K | 0.03% | +380+71.7% | Added |
| Bear Mountain Capital, Inc. | 890 | $65.8K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 745 | $55.0K | 0.00% | +14+1.9% | Added |
| Legacy Bridge, LLC | 738 | $55.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 720 | $53.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 638 | $47.5K | 0.01% | −179−21.9% | Reduced |
| Independence Bank of Kentucky | 633 | $47.1K | 0.01% | +433+216.5% | Added |
| Lindbrook Capital, LLC | 616 | $45.9K | 0.00% | −4−0.6% | Reduced |
| TD Private Client Wealth LLC | 603 | $44.9K | 0.00% | −9−1.5% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 576 | $42.9K | 0.00% | +29+5.3% | Added |
| Continuum Advisory, LLC | 551 | $40.3K | 0.01% | +551 | New |
| Global Retirement Partners, LLC | 538 | $40.1K | 0.00% | +139+34.8% | Added |
| Parkside Financial Bank & Trust | 536 | $39.9K | 0.01% | −23−4.1% | Reduced |
| Voisard Asset Management Group, Inc. | 535 | $39.8K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 531 | $39.5K | 0.02% | +5+1.0% | Added |
| Dynamic Wealth Strategies, LLC | 519 | $39.0K | 0.03% | +253+95.1% | Added |
| Salem Investment Counselors Inc | 500 | $37.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 504 | $37.5K | 0.00% | −35−6.5% | Reduced |
| Massmutual Trust Co FSB | 502 | $37.4K | 0.00% | −23−4.4% | Reduced |
| Deseret Mutual Benefit Administrators | 488 | $36.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 475 | $35.4K | 0.00% | +195+69.6% | Added |
| Hollencrest Capital Management | 458 | $34.1K | 0.00% | +5+1.1% | Added |
| Bruce G. Allen Investments, LLC | 454 | $33.8K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 453 | $33.7K | 0.00% | +11+2.5% | Added |
| Assetmark, Inc | 447 | $33.3K | 0.00% | +430+2,529.4% | Added |
| Avion Wealth | 455 | $33.0K | 0.01% | +429+1,650.0% | Added |
| Skopos Labs, Inc. | 438 | $32.6K | 0.01% | +438 | New |
| Spire Wealth Management | 407 | $30.3K | 0.00% | +13+3.3% | Added |
| Central Trust Co | 401 | $29.9K | 0.00% | +1+0.3% | 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 |
| Smartleaf Asset Management LLC | 402 | $29.7K | 0.00% | +206+105.1% | Added |
| Bryn Mawr Trust Co | 383 | $28.5K | 0.00% | +383 | New |
| Mather Group, LLC. | 363 | $27.0K | 0.00% | −418−53.5% | Reduced |
| Duncker Streett & Co Inc | 350 | $26.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 360 | $26.0K | 0.00% | −1,017−73.9% | Reduced |
| Leonteq Securities AG | 340 | $25.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 337 | $25.1K | 0.00% | −99,015−99.7% | Reduced |
| Carolinas Wealth Consulting LLC | 328 | $24.6K | 0.00% | +5+1.5% | Added |
| Maryland Capital Advisors Inc. | 330 | $24.6K | 0.01% | +330 | New |
| Silvant Capital Management LLC | 311 | $23.4K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 310 | $23.1K | 0.01% | +3+1.0% | Added |
| First Horizon Advisors, Inc. | 270 | $20.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 263 | $19.6K | 0.00% | +49+22.9% | Added |
| Steward Partners Investment Advisory, LLC | 263 | $19.5K | 0.00% | −94−26.3% | Reduced |
| Crewe Advisors LLC | 262 | $19.5K | 0.00% | 00.0% | Unchanged |