Cornerstone Advisors’s Vivmark Residential VMRK Stock Holding History

Cornerstone Advisors’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	-7,100	Closed	-$479K	–	253
2025 Q2	$479K	Sell	7,100 -1,400	-16%	-$96.2K	0.02%	251
2025 Q1	$608K	Hold	8,500	–	–	0.03%	237
2024 Q4	$610K	Hold	8,500	–	–	0.02%	238
2024 Q3	$633K	Hold	8,500	–	–	0.03%	250
2024 Q2	$589K	Sell	8,500 -3,600	-30%	-$234K	0.02%	272
2024 Q1	$764K	Hold	12,100	–	–	0.03%	283
2023 Q4	$740K	Sell	12,100 -3,000	-20%	-$174K	0.03%	274
2023 Q3	$887K	Hold	15,100	–	–	0.04%	263
2023 Q2	$996K	Buy	+15,100	New	+$944K	0.05%	210
2020 Q3	–	Sell	-18,000	Closed	-$1.06M	–	187
2020 Q2	$1.06M	Buy	18,000 +6,000	+50%	+$372K	0.1%	161
2020 Q1	$741K	Hold	12,000	–	–	0.08%	145
2019 Q4	$971K	Buy	+12,000	New	+$1.02M	0.08%	167

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

Cornerstone Advisors's VMRK Position: Q3 2025 in Review

Cornerstone Advisors sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 7,100 shares — an estimated $479K sold.

Cornerstone Advisors first reported a position in VMRK in Q4 2019 and held it in 12 quarters. The position peaked at $1.06M in Q2 2020. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

Cornerstone Advisors reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 7,100 Vivmark Residential shares in Q3 2025, an estimated $479K.
Cornerstone Advisors first reported a position in Vivmark Residential in Q4 2019 and held it in 12 quarters.
Cornerstone Advisors's Vivmark Residential position peaked at $1.06M in Q2 2020.
689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.