Evergreen Capital Management’s Vivmark Residential VMRK Stock Holding History

Evergreen Capital 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 Q2	$607K	Buy	+8,878	New	+$575K	0.01%	793
2023 Q3	–	Sell	-3,153	Closed	-$210K	–	813
2023 Q2	$210K	Buy	+3,153	New	+$197K	0.01%	709
2023 Q1	–	Sell	-51,159	Closed	-$3.05M	–	732
2022 Q4	$3.05M	Buy	51,159 +915	+2%	+$57.3K	0.14%	170
2022 Q3	$3.38M	Sell	50,244 -3,288	-6%	-$243K	0.18%	146
2022 Q2	$3.9M	Buy	53,532 +6,714	+14%	+$533K	0.2%	135
2022 Q1	$4.21M	Buy	46,818 +4,720	+11%	+$417K	0.17%	156
2021 Q4	$3.81M	Buy	42,098 +2,953	+8%	+$254K	0.15%	164
2021 Q3	$3.17M	Buy	39,145 +6,502	+20%	+$537K	0.14%	165
2021 Q2	$2.51M	Buy	32,643 +1,150	+4%	+$86.9K	0.12%	181
2021 Q1	$2.26M	Buy	+31,493	New	+$2.08M	0.12%	184

Other funds holding VMRK

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

Norges Bank Oslo, Norway $1T AUM

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

Evergreen Capital Management's VMRK Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Vivmark Residential (VMRK) in Q2 2026: 8,878 shares worth $607K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in VMRK as recently as Q2 2023.

Evergreen Capital Management first reported a position in VMRK in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.21M in Q1 2022. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Evergreen Capital Management held 8,878 shares of Vivmark Residential worth $607K as of Q2 2026.
Vivmark Residential was a new Evergreen Capital Management position in Q2 2026.
Vivmark Residential made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #793 holding.
Evergreen Capital Management first reported a position in Vivmark Residential in Q1 2021 and has held it in 10 quarters since.
Evergreen Capital Management's Vivmark Residential position peaked at $4.21M in Q1 2022.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.