Rise Advisors’s Vivmark Residential VMRK Stock Holding History

Rise Advisors’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	-164	Closed	-$10.6K	–	533
2025 Q3	$10.6K	Buy	164 +15	+10%	+$981	﹤0.01%	957
2025 Q2	$10.1K	Hold	149	–	–	﹤0.01%	995
2025 Q1	$10.7K	Buy	+149	New	+$10.5K	﹤0.01%	925

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Rise Advisors's VMRK Position: Q4 2025 in Review

Rise Advisors sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 164 shares — an estimated $10.6K sold.

Rise Advisors first reported a position in VMRK in Q1 2025 and held it in 3 quarters. The position peaked at $10.7K in Q1 2025. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

Rise Advisors reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 164 Vivmark Residential shares in Q4 2025, an estimated $10.6K.
Rise Advisors first reported a position in Vivmark Residential in Q1 2025 and held it in 3 quarters.
Rise Advisors's Vivmark Residential position peaked at $10.7K in Q1 2025.
691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.