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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 336 | $22.7K | 0.00% | −121−26.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 331 | $22.3K | 0.00% | −499,966−99.9% | Reduced |
| Spire Wealth Management | 331 | $22.3K | 0.00% | +4+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 329 | $22.2K | 0.00% | +329 | New |
| TD Waterhouse Canada Inc. | 326 | $21.9K | 0.00% | +312+2,228.6% | Added |
| Lazard Asset Management LLC | 323 | $21.0K | 0.00% | −10−3.0% | Reduced |
| Cohen & Steers, Inc. | 317 | $21.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 311 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 304 | $20.5K | 0.00% | −64−17.4% | Reduced |
| First Horizon Advisors, Inc. | 270 | $18.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 261 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 260 | $17.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 257 | $17.3K | 0.00% | −276−51.8% | Reduced |
| Dynamic Wealth Strategies, LLC | 253 | $17.1K | 0.01% | −266−51.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 253 | $17.1K | 0.00% | +41+19.3% | Added |
| Gold Investment Management Ltd. | 252 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 250 | $16.9K | 0.00% | +250 | New |
| Clear Street Markets LLC | 231 | $15.6K | 0.01% | +231 | New |
| Farmers & Merchants Investments Inc | 228 | $15.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 219 | $14.0K | 0.00% | −11−4.8% | Reduced |
| West Branch Capital LLC | 200 | $13.5K | 0.00% | −400−66.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 194 | $13.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 185 | $12.5K | 0.00% | −33−15.1% | Reduced |
| MV Capital Management, Inc. | 177 | $11.9K | 0.00% | −13−6.8% | Reduced |
| Beacon Capital Management, LLC | 172 | $11.6K | 0.00% | +2+1.2% | Added |
| Private Wealth Management Group, LLC | 170 | $11.5K | 0.00% | +36+26.9% | Added |
| Rise Advisors, LLC | 149 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 140 | $9.45K | 0.00% | +140 | New |
| Semmax Financial Advisors Inc. | 126 | $7.99K | 0.00% | +1+0.8% | Added |
| Activest Wealth Management | 117 | $7.90K | 0.00% | +71+154.3% | Added |
| South State Corp. | 116 | $7.83K | 0.00% | +51+78.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 113 | $7.63K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 112 | $7.56K | 0.00% | +112 | New |
| Moisand Fitzgerald Tamayo, LLC | 111 | $7.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $7.25K | 0.00% | +1+0.9% | Added |
| Key Financial Inc | 106 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 106 | $7.15K | 0.00% | +106 | New |
| Concord Wealth Partners | 105 | $7.09K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 107 | $7.00K | 0.00% | −1−0.9% | Reduced |
| GW&K Investment Management, LLC | 100 | $7.00K | 0.00% | +33+49.3% | Added |
| Hantz Financial Services, Inc. | 101 | $7.00K | 0.00% | +75+288.5% | Added |
| Anchor Investment Management, LLC | 100 | $6.75K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 106 | $6.65K | 0.00% | +106 | New |
| Ogorek Anthony Joseph | 91 | $6.00K | 0.00% | −27−22.9% | Reduced |
| Princeton Global Asset Management LLC | 88 | $5.94K | 0.00% | +88 | New |
| Dogwood Wealth Management LLC | 85 | $5.66K | 0.00% | +67+372.2% | Added |
| Iron Horse Wealth Management, LLC | 83 | $5.60K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 73 | $4.93K | 0.00% | +73 | New |
| Addison Advisors LLC | 66 | $4.46K | 0.00% | +38+135.7% | Added |
| Roxbury Financial LLC | 66 | $4.44K | 0.00% | +1+1.5% | Added |
| Red Tortoise LLC | 60 | $4.05K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 58 | $3.91K | 0.00% | +58 | New |
| Tradewinds Capital Management, LLC | 55 | $3.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 54 | $3.64K | 0.00% | +1+1.9% | Added |
| Park Place Capital Corp | 54 | $3.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $3.45K | 0.00% | +33+183.3% | Added |
| Adirondack Trust Co | 50 | $3.37K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 49 | $3.31K | 0.00% | +49 | New |
| Sierra Ocean, LLC | 47 | $3.20K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 46 | $3.10K | 0.00% | −5−9.8% | Reduced |
| Medallion Wealth Advisors, LLC | 46 | $3.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 43 | $2.90K | 0.00% | +43 | New |
| Point72 Hong Kong Ltd | 42 | $2.85K | 0.00% | +42 | New |
| Abound Wealth Management | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $2.70K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 38 | $2.56K | 0.00% | −5−11.6% | Reduced |
| Financial Management Professionals, Inc. | 37 | $2.54K | 0.00% | +12+48.0% | Added |
| Cape Investment Advisory, Inc. | 37 | $2.50K | 0.00% | −1−2.6% | Reduced |
| St Germain D J Co Inc | 34 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $2.16K | 0.00% | −20−38.5% | Reduced |
| Raffa Wealth Management, LLC | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $2.16K | 0.00% | +20+142.9% | Added |
| Bell Investment Advisors, Inc | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $1.89K | 0.00% | −35−55.6% | Reduced |
| Dunhill Financial, LLC | 27 | $1.83K | 0.00% | −22−44.9% | Reduced |
| Private Trust Co NA | 27 | $1.82K | 0.00% | +6+28.6% | Added |
| Pacific Center for Financial Services | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $1.69K | 0.00% | −10−28.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $1.63K | 0.00% | +4+20.0% | Added |
| Albion Financial Group | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.35K | 0.00% | +7+53.8% | Added |
| Clark Wealth Partners | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 16 | $1.08K | 0.00% | +16 | New |
| Aspect Partners, LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $1.01K | 0.00% | −92−86.0% | Reduced |
| Core Alternative Capital | 14 | $945 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $877 | 0.00% | −5−27.8% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $810 | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $742 | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 10 | $675 | 0.00% | +10 | New |
| ORG Partners LLC | 10 | $671 | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $608 | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 0 | $554 | 0.00% | 0 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $540 | 0.00% | −30−78.9% | Reduced |
| Colonial Trust Co | 8 | $540 | 0.00% | −4−33.3% | Reduced |
| Stephens Consulting, LLC | 7 | $473 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $444 | 0.00% | −21−75.0% | Reduced |