CAL
VMRK

Capital Advisors Ltd’s Vivmark Residential VMRK Stock Holding History

Capital Advisors Ltd’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
-2
Closed – – 1412
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1412
2025
Q2 		$0 Sell
2
-12
-86% -$825 ﹤0.01% 1415
2025
Q1 		$1K Sell
14
-2
-13% -$141 ﹤0.01% 1167
2024
Q4 		$1K Hold
16
– – ﹤0.01% 1190
2024
Q3 		$1K Hold
16
– – ﹤0.01% 1186
2024
Q2 		$1K Buy
16
+6
+60% +$390 ﹤0.01% 1172
2024
Q1 		$1K Buy
10
+8
+400% +$487 ﹤0.01% 1172
2023
Q4 		$0 Sell
2
-3
-60% -$174 ﹤0.01% 1341
2023
Q3 		$0 Sell
5
-50
-91% -$3.23K ﹤0.01% 1332
2023
Q2 		$4K Sell
55
-32
-37% -$2K ﹤0.01% 878
2023
Q1 		$5K Buy
87
+71
+444% +$4.36K ﹤0.01% 676
2022
Q4 		$1K Sell
16
-40
-71% -$2.5K ﹤0.01% 984
2022
Q3 		$4K Buy
+56
New +$4.14K ﹤0.01% 673
2022
Q2 		– Sell
-8
Closed -$1K – 1080
2022
Q1 		$1K Hold
8
– – ﹤0.01% 706
2021
Q4 		$1K Buy
+8
New +$688 ﹤0.01% 657

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital Advisors Ltd's VMRK Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 2 shares.

Capital Advisors Ltd first reported a position in VMRK in Q4 2021 and held it in 15 quarters. The position peaked at $5K in Q1 2023. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 2 Vivmark Residential shares in Q4 2025.
  • Capital Advisors Ltd first reported a position in Vivmark Residential in Q4 2021 and held it in 15 quarters.
  • Capital Advisors Ltd's Vivmark Residential position peaked at $5K in Q1 2023.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.