DWM
VMRK

Dakota Wealth Management’s Vivmark Residential VMRK Stock Holding History

Dakota Wealth Management’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
-4,207
Closed -$286K – 697
2025
Q2 		$286K Sell
4,207
-759
-15% -$52.2K 0.01% 629
2025
Q1 		$358K Sell
4,966
-1,644
-25% -$116K 0.01% 577
2024
Q4 		$474K Sell
6,610
-49,503
-88% -$3.64M 0.01% 517
2024
Q3 		$4.18M Buy
56,113
+9,333
+20% +$674K 0.09% 188
2024
Q2 		$3.24M Buy
46,780
+5,860
+14% +$381K 0.08% 212
2024
Q1 		$2.59M Buy
40,920
+13,848
+51% +$843K 0.06% 232
2023
Q4 		$1.66M Buy
27,072
+7,421
+38% +$429K 0.06% 242
2023
Q3 		$1.15M Buy
+19,651
New +$1.27M 0.05% 268

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dakota Wealth Management's VMRK Position: Q3 2025 in Review

Dakota Wealth Management sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 4,207 shares — an estimated $286K sold.

Dakota Wealth Management first reported a position in VMRK in Q3 2023 and held it in 8 quarters. The position peaked at $4.18M in Q3 2024. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • Dakota Wealth Management reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 4,207 Vivmark Residential shares in Q3 2025, an estimated $286K.
  • Dakota Wealth Management first reported a position in Vivmark Residential in Q3 2023 and held it in 8 quarters.
  • Dakota Wealth Management's Vivmark Residential position peaked at $4.18M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.