Carmel Capital Partners’s Vivmark Residential VMRK Stock Holding History

Carmel Capital Partners’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 Q3	–	Sell	-3,289	Closed	-$222K	–	124
2025 Q2	$222K	Sell	3,289 -3,287	-50%	-$226K	0.08%	139
2025 Q1	$471K	Sell	6,576 -51	-0.8%	-$3.6K	0.19%	91
2024 Q4	$476K	Buy	6,627 +298	+5%	+$21.9K	0.19%	85
2024 Q3	$471K	Buy	6,329 +205	+3%	+$14.8K	0.18%	91
2024 Q2	$425K	Buy	6,124 +238	+4%	+$15.5K	0.18%	82
2024 Q1	$371K	Buy	5,886 +619	+12%	+$37.7K	0.15%	95
2023 Q4	$322K	Buy	5,267 +1,142	+28%	+$66.1K	0.16%	106
2023 Q3	$242K	Buy	4,125 +2,057	+99%	+$133K	0.11%	130
2023 Q2	$136K	Buy	2,068 +251	+14%	+$15.7K	0.07%	147
2023 Q1	$109K	Buy	+1,817	New	+$112K	0.06%	180

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carmel Capital Partners's VMRK Position: Q3 2025 in Review

Carmel Capital Partners sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 3,289 shares — an estimated $222K sold.

Carmel Capital Partners first reported a position in VMRK in Q1 2023 and held it in 10 quarters. The position peaked at $476K in Q4 2024. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

Carmel Capital Partners reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 3,289 Vivmark Residential shares in Q3 2025, an estimated $222K.
Carmel Capital Partners first reported a position in Vivmark Residential in Q1 2023 and held it in 10 quarters.
Carmel Capital Partners's Vivmark Residential position peaked at $476K in Q4 2024.
689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.