NW
VMRK

Naviter Wealth’s Vivmark Residential VMRK Stock Holding History

Naviter Wealth’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 		$2.36M Buy
34,367
+6,914
+25% +$448K 0.21% 108
2026
Q1 		$1.64M Buy
27,453
+3,131
+13% +$193K 0.21% 114
2025
Q4 		$1.53M Sell
24,322
-4,354
-15% -$267K 0.2% 123
2025
Q3 		$1.88M Buy
28,676
+1,304
+5% +$85.3K 0.22% 119
2025
Q2 		$1.86M Buy
27,372
+2,408
+10% +$165K 0.23% 116
2025
Q1 		$1.78M Buy
24,964
+548
+2% +$38.7K 0.22% 132
2024
Q4 		$1.75M Buy
24,416
+2,205
+10% +$162K 0.21% 129
2024
Q3 		$1.67M Sell
22,211
-1,310
-6% -$94.6K 0.23% 124
2024
Q2 		$1.63M Buy
23,521
+1,048
+5% +$68.2K 0.24% 118
2024
Q1 		$1.43M Buy
22,473
+4,601
+26% +$280K 0.23% 120
2023
Q4 		$1.1M Sell
17,872
-1,203
-6% -$69.6K 0.22% 121
2023
Q3 		$1.13M Buy
19,075
+2,069
+12% +$134K 0.27% 90
2023
Q2 		$1.13M Buy
17,006
+2,190
+15% +$137K 0.29% 91
2023
Q1 		$898K Buy
14,816
+3,152
+27% +$194K 0.31% 93
2022
Q4 		$730K Buy
11,664
+3,003
+35% +$188K 0.2% 115
2022
Q3 		$588K Buy
+8,661
New +$640K 0.24% 106

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

Naviter Wealth's VMRK Position: Q2 2026 in Review

Naviter Wealth increased its Vivmark Residential (VMRK) stake by 25% in Q2 2026, buying an estimated $448K and bringing the position to 34,367 shares worth $2.36M. The position accounts for 0.21% of the portfolio, ranked #108.

Naviter Wealth first reported a position in VMRK in Q3 2022 and has held it in 16 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Naviter Wealth held 34,367 shares of Vivmark Residential worth $2.36M as of Q2 2026.
  • Naviter Wealth bought 6,914 Vivmark Residential shares in Q2 2026, an estimated $448K.
  • Vivmark Residential made up 0.21% of Naviter Wealth's portfolio in Q2 2026, its #108 holding.
  • Naviter Wealth first reported a position in Vivmark Residential in Q3 2022 and has held it in 16 quarters since.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.