LI
VMRK

LRI Investments’s Vivmark Residential VMRK Stock Holding History

LRI Investments’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 		$17.5K Hold
258
– – ﹤0.01% 798
2026
Q1 		$15.3K Buy
258
+163
+172% +$10.1K ﹤0.01% 763
2025
Q4 		$5.99K Sell
95
-62
-39% -$3.8K ﹤0.01% 1006
2025
Q3 		$10.2K Buy
+157
New +$10.3K ﹤0.01% 873

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

LRI Investments's VMRK Position: Q2 2026 in Review

LRI Investments held its Vivmark Residential (VMRK) position steady in Q2 2026 at 258 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

LRI Investments first reported a position in VMRK in Q3 2025 and has held it in 4 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • LRI Investments held 258 shares of Vivmark Residential worth $17.5K as of Q2 2026.
  • LRI Investments left its Vivmark Residential share count unchanged in Q2 2026.
  • Vivmark Residential made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #798 holding.
  • LRI Investments first reported a position in Vivmark Residential in Q3 2025 and has held it in 4 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.