Evercore Wealth Management’s Vivmark Residential VMRK Stock Holding History

Evercore 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
2026 Q1	–	Sell	-3,421	Closed	-$216K	–	427
2025 Q4	$216K	Buy	3,421 +15	+0.4%	+$920	﹤0.01%	385
2025 Q3	$220K	Buy	+3,406	New	+$223K	﹤0.01%	385
2017 Q1	–	Sell	-25	Closed	-$2K	–	997
2016 Q4	$2K	Buy	+25	New	+$1.54K	﹤0.01%	945
2015 Q3	–	Sell	-100	Closed	-$7K	–	976
2015 Q2	$7K	Buy	+100	New	+$7.42K	﹤0.01%	957
2014 Q2	–	Sell	-950	Closed	-$55K	–	1012
2014 Q1	$55K	Buy	+950	New	+$53.6K	﹤0.01%	581
2013 Q4	–	Sell	-102	Closed	-$5K	–	880
2013 Q3	$5K	Buy	+102	New	+$5.62K	﹤0.01%	840

Other funds holding VMRK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Evercore Wealth Management's VMRK Position: Q1 2026 in Review

Evercore Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 3,421 shares — an estimated $216K sold.

Evercore Wealth Management first reported a position in VMRK in Q3 2013 and held it in 6 quarters. The position peaked at $220K in Q3 2025. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

Evercore Wealth Management reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
Evercore Wealth Management sold 3,421 Vivmark Residential shares in Q1 2026, an estimated $216K.
Evercore Wealth Management first reported a position in Vivmark Residential in Q3 2013 and held it in 6 quarters.
Evercore Wealth Management's Vivmark Residential position peaked at $220K in Q3 2025.
705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.