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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, Q4 2024

Institutional positions in Vivmark Residential as of Dec 31, 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
683
+14 vs. Q3 2024
Shares held
355.5M
+5.34M (+1.5%) vs. Q3 2024
Total value
$25.5B
−$578.7M (−2.2%) vs. Q3 2024
New holders
84
259 more added
Sold out
70
232 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 683 institutions
Q1 2021: 562 institutionsQ2 2021: 597 institutionsQ3 2021: 599 institutionsQ4 2021: 655 institutionsQ1 2022: 660 institutionsQ2 2022: 618 institutionsQ3 2022: 618 institutionsQ4 2022: 597 institutionsQ1 2023: 581 institutionsQ2 2023: 611 institutionsQ3 2023: 592 institutionsQ4 2023: 636 institutionsQ1 2024: 622 institutionsQ2 2024: 654 institutionsQ3 2024: 680 institutionsQ4 2024: 683 institutionsQ1 2025: 702 institutionsQ2 2025: 710 institutionsQ3 2025: 690 institutionsQ4 2025: 691 institutionsQ1 2026: 707 institutionsQ2 2026: 717 institutions
Value heldQ4 2024: $25.5B
Q1 2021: $24.8BQ2 2021: $26.5BQ3 2021: $27.7BQ4 2021: $31.2BQ1 2022: $31.2BQ2 2022: $24.9BQ3 2022: $23.1BQ4 2022: $20.5BQ1 2023: $20.7BQ2 2023: $23.4BQ3 2023: $20.7BQ4 2023: $21.6BQ1 2024: $22.5BQ2 2024: $24.3BQ3 2024: $26.1BQ4 2024: $25.5BQ1 2025: $25.3BQ2 2025: $23.8BQ3 2025: $20.9BQ4 2025: $22.3BQ1 2026: $19.3BQ2 2026: $24.9B
Institutions holding VMRK and their total value by quarter
QuarterHoldersValue
Q2 2026717$24.9B
Q1 2026707$19.3B
Q4 2025691$22.3B
Q3 2025690$20.9B
Q2 2025710$23.8B
Q1 2025702$25.3B
Q4 2024683$25.5B
Q3 2024680$26.1B
Q2 2024654$24.3B
Q1 2024622$22.5B
Q4 2023636$21.6B
Q3 2023592$20.7B
Q2 2023611$23.4B
Q1 2023581$20.7B
Q4 2022597$20.5B
Q3 2022618$23.1B
Q2 2022618$24.9B
Q1 2022660$31.2B
Q4 2021655$31.2B
Q3 2021599$27.7B
Q2 2021597$26.5B
Q1 2021562$24.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q3 2024.

Institutions holding VMRK in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
DHJJ Financial Advisors, Ltd.1$720.00%00.0%Unchanged
TFC Financial Management2$1440.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC3$2150.00%+3New
Van Hulzen Asset Management, LLC4$2880.00%+4New
Chesapeake Asset Management LLC5$3580.00%+5New
Crewe Advisors LLC5$3590.00%−257−98.1%Reduced
Sugar Maple Asset Management, LLC5$3590.00%+5New
Winnow Wealth LLC6$4000.00%+6New
Proequities, Inc.6$4100.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$4310.00%+6New
Annis Gardner Whiting Capital Advisors, LLC8$5750.00%+8New
Cornerstone Planning Group LLC9$6310.00%00.0%Unchanged
MPWM Advisory Solutions, LLC9$6460.00%+9New
Transce3nd, LLC9$6760.00%+9New
Decker Retirement Planning Inc.10$7180.00%+10New
WealthTrak Capital Management LLC10$7180.00%+10New
NewSquare Capital LLC11$7890.00%+11New
NVWM, LLC13$9330.00%00.0%Unchanged
Lee Danner & Bass Inc13$9330.00%+13New
WPG Advisers, LLC13$9330.00%+13New
Mattson Financial Services, LLC13$9680.00%00.0%Unchanged
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
Core Alternative Capital14$1.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.14$1.00K0.00%00.0%Unchanged
Colonial Trust Co14$1.05K0.00%+7+100.0%Added
Aspect Partners, LLC15$1.08K0.00%00.0%Unchanged
Creekmur Asset Management LLC15$1.08K0.00%00.0%Unchanged
Clark Wealth Partners15$1.08K0.00%+15New
Riverview Trust Co16$1.15K0.00%+16New
Capital A Wealth Management, LLC20$1.44K0.00%+20New
Albion Financial Group20$1.44K0.00%+20New
Cullen/Frost Bankers, Inc.21$1.51K0.00%−699−97.1%Reduced
Private Trust Co NA23$1.65K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC24$1.72K0.00%−304−92.7%Reduced
Pacific Center for Financial Services26$1.87K0.00%00.0%Unchanged
Park Place Capital Corp28$2.01K0.00%00.0%Unchanged
Addison Advisors LLC28$2.01K0.00%−35−55.6%Reduced
Bell Investment Advisors, Inc30$2.15K0.00%00.0%Unchanged
Fortitude Family Office, LLC32$2.30K0.00%00.0%Unchanged
St Germain D J Co Inc34$2.44K0.00%00.0%Unchanged
Financial Management Professionals, Inc.36$2.60K0.00%−10−21.7%Reduced
Cape Investment Advisory, Inc.38$2.73K0.00%+1+2.7%Added
Legacy Investment Solutions, LLC40$2.85K0.00%+40New
Legacy Wealth Managment, LLC40$2.85K0.00%+40New
Harbour Investments, Inc.40$2.87K0.00%00.0%Unchanged
Abound Wealth Management40$2.88K0.00%00.0%Unchanged
Raffa Wealth Management, LLC46$3.30K0.00%00.0%Unchanged
WR Wealth Planners, LLC46$3.30K0.00%00.0%Unchanged
Sierra Ocean, LLC47$3.41K0.00%+47New
CoreCap Advisors, LLC50$3.59K0.00%−106−67.9%Reduced
Raleigh Capital Management Inc.50$3.59K0.00%−10−16.7%Reduced
Adirondack Trust Co50$3.59K0.00%00.0%Unchanged
HGK Asset Management Inc50$3.59K0.00%+50New
Sachetta, LLC52$3.73K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC55$3.95K0.00%00.0%Unchanged
High Note Wealth, LLC55$3.95K0.00%+55New
Zions Bancorporation, N.A.57$4.09K0.00%−20−26.0%Reduced
Red Tortoise LLC60$4.31K0.00%00.0%Unchanged
Highline Wealth Partners LLC60$4.31K0.00%00.0%Unchanged
Dunhill Financial, LLC66$4.75K0.00%+17+34.7%Added
Roxbury Financial LLC64$4.96K0.00%+64New
Brown Brothers Harriman & Co72$5.17K0.00%+72New
TCTC Holdings, LLC81$5.81K0.00%+81New
IFP Advisors, Inc83$5.96K0.00%+7+9.2%Added
GW&K Investment Management, LLC83$6.00K0.00%−111−57.2%Reduced
Creative Financial Designs Inc84$6.03K0.00%+38+82.6%Added
Anchor Investment Management, LLC100$7.18K0.00%00.0%Unchanged
Webster Bank, N. A.100$7.18K0.00%+100New
Aventura Private Wealth, LLC103$7.39K0.00%+103New
Concord Wealth Partners105$7.54K0.00%00.0%Unchanged
Sound Income Strategies, LLC105$7.56K0.00%+1+1.0%Added
Key Financial Inc106$7.61K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC111$7.97K0.00%00.0%Unchanged
Hemington Wealth Management117$8.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.124$8.85K0.00%+1+0.8%Added
Private Wealth Management Group, LLC134$9.62K0.00%00.0%Unchanged
West Paces Advisors Inc.140$10.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd148$10.6K0.01%+148New
Beacon Capital Management, LLC168$12.1K0.00%+1+0.6%Added
Maryland Capital Advisors Inc.174$12.5K0.01%−156−47.3%Reduced
Whipplewood Advisors, LLC182$13.1K0.01%+182New
MV Capital Management, Inc.192$13.8K0.00%−7−3.5%Reduced
REAP Financial Group, LLC194$13.9K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.200$14.4K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC200$14.4K0.00%00.0%Unchanged
Meeder Asset Management Inc208$14.9K0.00%−2,693−92.8%Reduced
CVA Family Office, LLC213$15.3K0.00%+10+4.9%Added
Venturi Wealth Management, LLC214$15.4K0.00%+6+2.9%Added
Farmers & Merchants Investments Inc228$16.4K0.00%00.0%Unchanged
Sandy Spring Bank250$17.9K0.00%00.0%Unchanged
Gold Investment Management Ltd.252$18.1K0.01%00.0%Unchanged
Larson Financial Group LLC259$18.6K0.00%+181+232.1%Added
Rosenberg Matthew Hamilton260$18.7K0.00%+100+62.5%Added
Eastern Bank261$18.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.270$19.4K0.00%00.0%Unchanged
Versant Capital Management, Inc304$21.8K0.00%+41+15.6%Added
Cohen & Steers, Inc.308$22.0K0.00%−40,114−99.2%Reduced
Silvant Capital Management LLC311$22.3K0.00%00.0%Unchanged
Perritt Capital Management Inc312$22.4K0.01%+2+0.6%Added
Richards, Merrill & Peterson, Inc.325$23.3K0.01%+325New