Burney Company’s Vivmark Residential VMRK Stock Holding History

Burney Company’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,181	Closed	-$206K	–	619
2025 Q3	$206K	Buy	+3,181	New	+$208K	0.01%	567

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Burney Company's VMRK Position: Q4 2025 in Review

Burney Company sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 3,181 shares — an estimated $206K sold.

Burney Company first reported a position in VMRK in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

Burney Company reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
Burney Company sold 3,181 Vivmark Residential shares in Q4 2025, an estimated $206K.
Burney Company first reported a position in Vivmark Residential in Q3 2025 and held it in 1 quarter.
Burney Company's Vivmark Residential position peaked at $206K in Q3 2025.
691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.