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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, Q2 2025

Institutional positions in Vivmark Residential as of Jun 30, 2025. 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
710
+16 vs. Q1 2025
Shares held
351.8M
−1.31M (−0.4%) vs. Q1 2025
Total value
$23.8B
−$1.53B (−6.1%) vs. Q1 2025
New holders
82
279 more added
Sold out
66
237 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 710 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 heldQ2 2025: $23.8B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q1 2025.

Institutions holding VMRK in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%−12−85.7%Reduced
Hazlett, Burt & Watson, Inc.5$00.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$680.00%00.0%Unchanged
TFC Financial Management2$1350.00%00.0%Unchanged
LGT Financial Advisors LLC2$1350.00%+2New
American Capital Advisory, LLC4$2700.00%−3−42.9%Reduced
Strengthening Families & Communities, LLC4$2700.00%+4New
Parkworth Wealth Management, Inc.4$2700.00%+4New
Crewe Advisors LLC5$3380.00%00.0%Unchanged
Bare Financial Services, Inc6$4050.00%00.0%Unchanged
Hughes Financial Services, LLC7$4440.00%−21−75.0%Reduced
Stephens Consulting, LLC7$4730.00%+7New
CBIZ Investment Advisory Services, LLC8$5400.00%−30−78.9%Reduced
Colonial Trust Co8$5400.00%−4−33.3%Reduced
BOK Financial Private Wealth, Inc.0$5540.00%0New
True Wealth Design, LLC9$6080.00%+9New
ORG Partners LLC10$6710.00%+10New
Wolff Wiese Magana LLC10$6750.00%+10New
Kayne Anderson Rudnick Investment Management LLC11$7420.00%+11New
Trifecta Capital Advisors, LLC12$8100.00%+12New
NVWM, LLC13$8770.00%−5−27.8%Reduced
Core Alternative Capital14$9450.00%00.0%Unchanged
Aspect Partners, LLC15$1.01K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC15$1.01K0.00%00.0%Unchanged
Whipplewood Advisors, LLC15$1.01K0.00%−92−86.0%Reduced
Tortoise Investment Management, LLC16$1.08K0.00%+16New
Clark Wealth Partners17$1.15K0.00%00.0%Unchanged
Albion Financial Group20$1.35K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC20$1.35K0.00%+7+53.8%Added
Annis Gardner Whiting Capital Advisors, LLC24$1.63K0.00%+4+20.0%Added
WealthTrak Capital Management LLC25$1.69K0.00%−10−28.6%Reduced
Pacific Center for Financial Services26$1.75K0.00%00.0%Unchanged
Private Trust Co NA27$1.82K0.00%+6+28.6%Added
Dunhill Financial, LLC27$1.83K0.00%−22−44.9%Reduced
High Note Wealth, LLC28$1.89K0.00%−35−55.6%Reduced
Bell Investment Advisors, Inc30$2.02K0.00%00.0%Unchanged
Cornerstone Planning Group LLC34$2.16K0.00%+20+142.9%Added
Sachetta, LLC32$2.16K0.00%−20−38.5%Reduced
Raffa Wealth Management, LLC32$2.16K0.00%00.0%Unchanged
St Germain D J Co Inc34$2.29K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.37$2.50K0.00%−1−2.6%Reduced
Financial Management Professionals, Inc.37$2.54K0.00%+12+48.0%Added
Highline Wealth Partners LLC38$2.56K0.00%−5−11.6%Reduced
Kilter Group LLC40$2.70K0.00%+40New
Abound Wealth Management40$2.70K0.00%00.0%Unchanged
Point72 Hong Kong Ltd42$2.85K0.00%+42New
Essential Partners LLC43$2.90K0.00%+43New
Medallion Wealth Advisors, LLC46$3.09K0.00%00.0%Unchanged
Creative Financial Designs Inc46$3.10K0.00%−5−9.8%Reduced
Sierra Ocean, LLC47$3.20K0.00%00.0%Unchanged
CNB Bank49$3.31K0.00%+49New
Adirondack Trust Co50$3.37K0.00%00.0%Unchanged
Harbour Investments, Inc.51$3.45K0.00%+33+183.3%Added
Park Place Capital Corp54$3.63K0.00%00.0%Unchanged
CoreCap Advisors, LLC54$3.64K0.00%+1+1.9%Added
Tradewinds Capital Management, LLC55$3.71K0.00%00.0%Unchanged
Solstein Capital, LLC58$3.91K0.00%+58New
Red Tortoise LLC60$4.05K0.00%00.0%Unchanged
Roxbury Financial LLC66$4.44K0.00%+1+1.5%Added
Addison Advisors LLC66$4.46K0.00%+38+135.7%Added
Howard Hughes Medical Institute73$4.93K0.00%+73New
Iron Horse Wealth Management, LLC83$5.60K0.00%00.0%Unchanged
Dogwood Wealth Management LLC85$5.66K0.00%+67+372.2%Added
Princeton Global Asset Management LLC88$5.94K0.00%+88New
Ogorek Anthony Joseph91$6.00K0.00%−27−22.9%Reduced
Twin Peaks Wealth Advisors, LLC106$6.65K0.00%+106New
Anchor Investment Management, LLC100$6.75K0.00%00.0%Unchanged
Hemington Wealth Management107$7.00K0.00%−1−0.9%Reduced
GW&K Investment Management, LLC100$7.00K0.00%+33+49.3%Added
Hantz Financial Services, Inc.101$7.00K0.00%+75+288.5%Added
Concord Wealth Partners105$7.09K0.00%00.0%Unchanged
Key Financial Inc106$7.15K0.00%00.0%Unchanged
Bangor Savings Bank106$7.15K0.00%+106New
Sound Income Strategies, LLC107$7.25K0.00%+1+0.9%Added
Moisand Fitzgerald Tamayo, LLC111$7.49K0.00%00.0%Unchanged
Quarry LP112$7.56K0.00%+112New
MJT & Associates Financial Advisory Group, Inc.113$7.63K0.01%00.0%Unchanged
South State Corp.116$7.83K0.00%+51+78.5%Added
Activest Wealth Management117$7.90K0.00%+71+154.3%Added
Semmax Financial Advisors Inc.126$7.99K0.00%+1+0.8%Added
Strategic Wealth Partners, Ltd.140$9.45K0.00%+140New
Rise Advisors, LLC149$10.1K0.00%00.0%Unchanged
Private Wealth Management Group, LLC170$11.5K0.00%+36+26.9%Added
Beacon Capital Management, LLC172$11.6K0.00%+2+1.2%Added
MV Capital Management, Inc.177$11.9K0.00%−13−6.8%Reduced
NewSquare Capital LLC185$12.5K0.00%−33−15.1%Reduced
REAP Financial Group, LLC194$13.1K0.00%00.0%Unchanged
West Branch Capital LLC200$13.5K0.00%−400−66.7%Reduced
Brown, Lisle/Cummings, Inc.200$13.5K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC200$13.5K0.00%00.0%Unchanged
NBC Securities, Inc.219$14.0K0.00%−11−4.8%Reduced
Farmers & Merchants Investments Inc228$15.4K0.00%00.0%Unchanged
Clear Street Markets LLC231$15.6K0.01%+231New
Atlantic Union Bankshares Corp250$16.9K0.00%+250New
Gold Investment Management Ltd.252$17.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.253$17.1K0.00%+41+19.3%Added
Dynamic Wealth Strategies, LLC253$17.1K0.01%−266−51.3%Reduced
Smartleaf Asset Management LLC257$17.3K0.00%−276−51.8%Reduced
Rosenberg Matthew Hamilton260$17.5K0.00%00.0%Unchanged
Eastern Bank261$17.6K0.00%00.0%Unchanged