KA
VMRK

Klingman & Associates’s Vivmark Residential VMRK Stock Holding History

Klingman & Associates’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 		$290K Buy
4,273
+31
+0.7% +$2.01K 0.01% 274
2026
Q1 		$251K Buy
4,242
+60
+1% +$3.7K 0.01% 287
2025
Q4 		$264K Sell
4,182
-79
-2% -$4.85K 0.01% 275
2025
Q3 		$276K Buy
4,261
+33
+0.8% +$2.16K 0.01% 268
2025
Q2 		$285K Buy
4,228
+44
+1% +$3.02K 0.02% 252
2025
Q1 		$299K Sell
4,184
-72
-2% -$5.08K 0.02% 222
2024
Q4 		$305K Buy
4,256
+88
+2% +$6.46K 0.02% 205
2024
Q3 		$310K Hold
4,168
– – 0.02% 209
2024
Q2 		$289K Sell
4,168
-911
-18% -$59.3K 0.02% 198
2024
Q1 		$321K Hold
5,079
– – 0.02% 188
2023
Q4 		$311K Sell
5,079
-150
-3% -$8.68K 0.02% 181
2023
Q3 		$307K Buy
5,229
+110
+2% +$7.11K 0.02% 175
2023
Q2 		$338K Hold
5,119
– – 0.03% 161
2023
Q1 		$307K Sell
5,119
-446
-8% -$27.4K 0.03% 154
2022
Q4 		$328K Buy
5,565
+413
+8% +$25.8K 0.03% 148
2022
Q3 		$346K Buy
5,152
+54
+1% +$3.99K 0.03% 136
2022
Q2 		$368K Sell
5,098
-8
-0.2% -$635 0.04% 134
2022
Q1 		$459K Buy
5,106
+6
+0.1% +$530 0.04% 126
2021
Q4 		$462K Buy
5,100
+21
+0.4% +$1.81K 0.04% 113
2021
Q3 		$411K Hold
5,079
– – 0.04% 113
2021
Q2 		$391K Hold
5,079
– – 0.04% 112
2021
Q1 		$364K Hold
5,079
– – 0.04% 116
2020
Q4 		$301K Sell
5,079
-26
-0.5% -$1.47K 0.03% 121
2020
Q3 		$262K Buy
+5,105
New +$282K 0.04% 120
2016
Q4 		– Sell
-460
Closed -$30K – 169
2016
Q3 		$30K Hold
460
– – 0.01% 226
2016
Q2 		$32K Buy
+460
New +$31.6K 0.01% 223

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Klingman & Associates's VMRK Position: Q2 2026 in Review

Klingman & Associates increased its Vivmark Residential (VMRK) stake by 0.73% in Q2 2026, buying an estimated $2.01K and bringing the position to 4,273 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #274.

Klingman & Associates first reported a position in VMRK in Q2 2016 and has held it in 26 quarters since. The position peaked at $462K in Q4 2021. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Klingman & Associates held 4,273 shares of Vivmark Residential worth $290K as of Q2 2026.
  • Klingman & Associates bought 31 Vivmark Residential shares in Q2 2026, an estimated $2.01K.
  • Vivmark Residential made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #274 holding.
  • Klingman & Associates first reported a position in Vivmark Residential in Q2 2016 and has held it in 26 quarters since.
  • Klingman & Associates's Vivmark Residential position peaked at $462K in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.