First Foundation Advisors’s Vivmark Residential VMRK Stock Holding History

First Foundation 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
2023 Q1	–	Sell	-3,448	Closed	-$203K	–	401
2022 Q4	$203K	Sell	3,448 -712	-17%	-$44.6K	0.01%	368
2022 Q3	$280K	Buy	4,160 +123	+3%	+$9.1K	0.01%	301
2022 Q2	$292K	Sell	4,037 -900	-18%	-$71.4K	0.01%	316
2022 Q1	$444K	Sell	4,937 -233	-5%	-$20.6K	0.02%	275
2021 Q4	$468K	Sell	5,170 -300	-5%	-$25.8K	0.02%	276
2021 Q3	$443K	Sell	5,470 -78	-1%	-$6.44K	0.02%	291
2021 Q2	$427K	Buy	5,548 +73	+1%	+$5.52K	0.02%	308
2021 Q1	$392K	Sell	5,475 -1,096	-17%	-$72.6K	0.02%	304
2020 Q4	$390K	Sell	6,571 -1,238	-16%	-$69.9K	0.02%	292
2020 Q3	$401K	Buy	+7,809	New	+$432K	0.02%	256

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

Norges Bank Oslo, Norway $1T AUM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

First Foundation Advisors's VMRK Position: Q1 2023 in Review

First Foundation Advisors sold out of Vivmark Residential (VMRK) in Q1 2023, closing a stake of 3,448 shares — an estimated $203K sold.

First Foundation Advisors first reported a position in VMRK in Q3 2020 and held it in 10 quarters. The position peaked at $468K in Q4 2021. 580 funds tracked by Wall St. Rank hold VMRK as of Q1 2023.

First Foundation Advisors reported no remaining Vivmark Residential position as of Q1 2023 after selling out during the quarter.
First Foundation Advisors sold 3,448 Vivmark Residential shares in Q1 2023, an estimated $203K.
First Foundation Advisors first reported a position in Vivmark Residential in Q3 2020 and held it in 10 quarters.
First Foundation Advisors's Vivmark Residential position peaked at $468K in Q4 2021.
580 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.