Skip to main content
Livermore
Livermore
ZHEN

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 2025

Institutional positions in Vivmark Residential as of Dec 31, 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
691
+11 vs. Q3 2025
Shares held
354.2M
+30.7M (+9.5%) vs. Q3 2025
Total value
$22.3B
+$1.39B (+6.6%) vs. Q3 2025
New holders
86
246 more added
Sold out
75
256 more reduced

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 691 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 2025: $22.3B
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 2025

Shares, value and share of portfolio for each institution holding Vivmark Residential; share changes are against Q3 2025.

Institutions holding VMRK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hazlett, Burt & Watson, Inc.5$00.00%00.0%Unchanged
Davis Capital Management1$630.00%−3−75.0%Reduced
Murphy & Mullick Capital Management Corp1$630.00%+1New
DHJJ Financial Advisors, Ltd.1$640.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$950.00%00.0%Unchanged
Turning Point Benefit Group, Inc.4$2520.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.4$2520.00%+4New
Luken Investment Analytics, LLC5$3150.00%+5New
Quattro Advisors LLC5$3150.00%+5New
Hughes Financial Services, LLC6$3780.00%−23−79.3%Reduced
Signature Resources Capital Management, LLC6$3780.00%+6New
Principia Wealth Advisory, LLC7$4410.00%−7−50.0%Reduced
True Wealth Design, LLC7$4420.00%−204−96.7%Reduced
Rialto Wealth Management, LLC8$5050.00%+8New
Activest Wealth Management9$5670.00%−14−60.9%Reduced
Ameriflex Group, Inc.9$5670.00%−9−50.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC9$5680.00%−3−25.0%Reduced
American Capital Advisory, LLC9$5680.00%+1+12.5%Added
TFC Financial Management9$5680.00%+7+350.0%Added
Caitong International Asset Management Co., Ltd10$6300.00%−1,945−99.5%Reduced
CBIZ Investment Advisory Services, LLC10$6300.00%+10New
Sachetta, LLC10$6310.00%00.0%Unchanged
Quaker Wealth Management, LLC10$6310.00%+10New
Richardson Financial Services Inc.650$6770.00%00.0%Unchanged
Crewe Advisors LLC11$6940.00%+11New
Manning & Napier Advisors LLC11$6990.00%+11New
Johnson Financial Group, Inc.12$7570.00%−7−36.8%Reduced
Financial Network Wealth Advisors LLC15$9460.00%00.0%Unchanged
Valley National Advisers Inc23$1.00K0.00%+23New
Optima Capital LLC16$1.01K0.00%+16New
Clark Wealth Partners17$1.07K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac17$1.12K0.00%+17New
NVWM, LLC18$1.14K0.00%+5+38.5%Added
Kilter Group LLC20$1.26K0.00%−10−33.3%Reduced
Albion Financial Group20$1.26K0.00%00.0%Unchanged
Aspect Partners, LLC20$1.26K0.00%+5+33.3%Added
Financial Management Professionals, Inc.20$1.28K0.00%−14−41.2%Reduced
Prestige Wealth Management Group LLC22$1.39K0.00%−4,826−99.5%Reduced
Pacific Center for Financial Services26$1.68K0.00%00.0%Unchanged
Park Place Capital Corp28$1.76K0.00%−26−48.1%Reduced
Bogart Wealth, LLC28$1.76K0.00%+25+833.3%Added
YANKCOM Partnership29$1.83K0.00%+29New
Raffa Wealth Management, LLC32$2.02K0.00%00.0%Unchanged
IMA Wealth, Inc.32$2.02K0.00%+32New
Mowery & Schoenfeld Wealth Management, LLC32$2.02K0.00%+32New
St Germain D J Co Inc34$2.14K0.00%00.0%Unchanged
ORG Partners LLC36$2.27K0.00%−5−12.2%Reduced
Dunhill Financial, LLC37$2.35K0.00%+11+42.3%Added
Bell Investment Advisors, Inc38$2.40K0.00%00.0%Unchanged
South State Corp.40$2.52K0.00%−32−44.4%Reduced
Abound Wealth Management40$2.52K0.00%00.0%Unchanged
Marquette Asset Management, LLC42$2.65K0.00%+42New
Root Financial Partners, LLC44$2.77K0.00%+4+10.0%Added
IMG Wealth Management, Inc.44$2.77K0.00%+44New
Dogwood Wealth Management LLC46$2.90K0.00%−52−53.1%Reduced
Creative Financial Designs Inc46$2.90K0.00%−5−9.8%Reduced
Medallion Wealth Advisors, LLC46$2.90K0.00%00.0%Unchanged
Winnow Wealth LLC47$3.01K0.00%+47New
POM Investment Strategies, LLC48$3.03K0.00%+48New
CNB Bank49$3.09K0.00%00.0%Unchanged
Cornerstone Financial Management LLC49$3.09K0.00%+49New
Adirondack Trust Co50$3.15K0.00%00.0%Unchanged
Ares Financial Consulting, LLC55$3.47K0.00%+55New
Tradewinds Capital Management, LLC55$3.47K0.00%00.0%Unchanged
SHP Wealth Management55$3.47K0.00%+55New
Signature Equity Partners, LLC58$3.66K0.00%+58New
Red Tortoise LLC60$3.78K0.00%00.0%Unchanged
Quarry LP62$3.91K0.00%+6+10.7%Added
Roxbury Financial LLC67$4.22K0.00%+1+1.5%Added
High Note Wealth, LLC72$4.54K0.00%+44+157.1%Added
Howard Hughes Medical Institute74$4.67K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.81$5.11K0.00%+81New
Cornerstone Planning Group LLC84$5.11K0.00%+16+23.5%Added
Harbour Investments, Inc.81$5.12K0.00%+14+20.9%Added
Salomon & Ludwin, LLC89$5.42K0.00%−20−18.3%Reduced
Princeton Global Asset Management LLC88$5.55K0.00%00.0%Unchanged
Private Trust Co NA88$5.55K0.00%+50+131.6%Added
LRI Investments, LLC95$5.99K0.00%−62−39.5%Reduced
Anchor Investment Management, LLC100$6.30K0.00%00.0%Unchanged
Sfam, LLC100$6.30K0.01%+100New
Pacifica Partners Inc.103$6.39K0.00%+34+49.3%Added
Concord Wealth Partners105$6.62K0.00%00.0%Unchanged
Key Financial Inc106$6.68K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC111$7.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC120$7.57K0.00%+66+122.2%Added
GW&K Investment Management, LLC125$8.00K0.00%−26−17.2%Reduced
NBC Securities, Inc.140$8.82K0.00%−56−28.6%Reduced
Strategic Wealth Partners, Ltd.140$8.83K0.00%00.0%Unchanged
Quent Capital, LLC144$9.08K0.00%−1,550−91.5%Reduced
MCF Advisors LLC153$9.65K0.00%+84+121.7%Added
MJT & Associates Financial Advisory Group, Inc.155$9.77K0.01%+42+37.2%Added
Ogorek Anthony Joseph159$10.0K0.00%+68+74.7%Added
Versant Capital Management, Inc168$10.6K0.00%−179−51.6%Reduced
MV Capital Management, Inc.172$10.8K0.00%−4−2.3%Reduced
REAP Financial Group, LLC194$12.2K0.00%00.0%Unchanged
Gold Investment Management Ltd.197$12.4K0.00%−55−21.8%Reduced
Brown, Lisle/Cummings, Inc.200$12.6K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC200$12.6K0.00%00.0%Unchanged
West Branch Capital LLC200$12.6K0.00%00.0%Unchanged
IFP Advisors, Inc217$13.7K0.00%−62−22.2%Reduced