IWM
VMRK

IHT Wealth Management’s Vivmark Residential VMRK Stock Holding History

IHT 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
Q4 		– Sell
-4,009
Closed -$260K – 1208
2025
Q3 		$260K Buy
+4,009
New +$262K 0.01% 999
2025
Q2 		– Sell
-3,021
Closed -$216K – 1167
2025
Q1 		$216K Buy
+3,021
New +$213K 0.01% 996
2024
Q4 		– Sell
-6,973
Closed -$518K – 1114
2024
Q3 		$518K Buy
6,973
+2,144
+44% +$155K 0.01% 712
2024
Q2 		$335K Sell
4,829
-617
-11% -$40.2K 0.01% 761
2024
Q1 		$344K Buy
+5,446
New +$331K 0.01% 755
2018
Q2 		– Sell
-287
Closed -$18K – 698
2018
Q1 		$18K Hold
287
– – ﹤0.01% 1013
2017
Q4 		$18K Hold
287
– – ﹤0.01% 1016
2017
Q3 		$19K Sell
287
-1,182
-80% -$79.1K 0.01% 790
2017
Q2 		$5 Hold
1,469
– – ﹤0.01% 1097
2017
Q1 		$93K Sell
1,469
-103
-7% -$6.44K 0.06% 289
2016
Q4 		$100K Buy
+1,572
New +$96.6K 0.08% 266

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

IHT Wealth Management's VMRK Position: Q4 2025 in Review

IHT Wealth Management sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 4,009 shares — an estimated $260K sold.

IHT Wealth Management first reported a position in VMRK in Q4 2016 and held it in 11 quarters. The position peaked at $518K in Q3 2024. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • IHT Wealth Management reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 4,009 Vivmark Residential shares in Q4 2025, an estimated $260K.
  • IHT Wealth Management first reported a position in Vivmark Residential in Q4 2016 and held it in 11 quarters.
  • IHT Wealth Management's Vivmark Residential position peaked at $518K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.