KIM
VMRK

Kestra Investment Management’s Vivmark Residential VMRK Stock Holding History

Kestra Investment 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
-820
Closed -$56.9K – 608
2025
Q2 		$56.9K Buy
820
+448
+120% +$30.8K ﹤0.01% 549
2025
Q1 		$26.6K Buy
+372
New +$26.3K ﹤0.01% 531

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

Kestra Investment Management's VMRK Position: Q3 2025 in Review

Kestra Investment Management sold out of Vivmark Residential (VMRK) in Q3 2025, closing a stake of 820 shares — an estimated $56.9K sold.

Kestra Investment Management first reported a position in VMRK in Q1 2025 and held it in 2 quarters. The position peaked at $56.9K in Q2 2025. 689 funds tracked by Wall St. Rank hold VMRK as of Q3 2025.

  • Kestra Investment Management reported no remaining Vivmark Residential position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 820 Vivmark Residential shares in Q3 2025, an estimated $56.9K.
  • Kestra Investment Management first reported a position in Vivmark Residential in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Vivmark Residential position peaked at $56.9K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.