RWIA
VMRK

Roger Wittlin Investment Advisory’s Vivmark Residential VMRK Stock Holding History

Roger Wittlin Investment Advisory’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
-4,085
Closed -$264K – 40
2025
Q3 		$264K Sell
4,085
-407
-9% -$26.6K 0.15% 36
2025
Q2 		$303K Buy
4,492
+46
+1% +$3.16K 0.17% 39
2025
Q1 		$318K Buy
4,446
+42
+1% +$2.97K 0.19% 37
2024
Q4 		$316K Buy
4,404
+41
+0.9% +$3.01K 0.18% 37
2024
Q3 		$325K Buy
4,363
+43
+1% +$3.1K 0.19% 41
2024
Q2 		$300K Buy
4,320
+47
+1% +$3.06K 0.19% 39
2024
Q1 		$270K Buy
4,273
+47
+1% +$2.86K 0.19% 38
2023
Q4 		$259K Sell
4,226
-1,716
-29% -$99.3K 0.19% 36
2023
Q3 		$349K Sell
5,942
-1,602
-21% -$104K 0.3% 34
2023
Q2 		$498K Buy
7,544
+158
+2% +$9.88K 0.4% 33
2023
Q1 		$443K Sell
7,386
-446
-6% -$27.4K 0.4% 35
2022
Q4 		$462K Buy
+7,832
New +$490K 0.46% 34

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Roger Wittlin Investment Advisory's VMRK Position: Q4 2025 in Review

Roger Wittlin Investment Advisory sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 4,085 shares — an estimated $264K sold.

Roger Wittlin Investment Advisory first reported a position in VMRK in Q4 2022 and held it in 12 quarters. The position peaked at $498K in Q2 2023. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Roger Wittlin Investment Advisory reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 4,085 Vivmark Residential shares in Q4 2025, an estimated $264K.
  • Roger Wittlin Investment Advisory first reported a position in Vivmark Residential in Q4 2022 and held it in 12 quarters.
  • Roger Wittlin Investment Advisory's Vivmark Residential position peaked at $498K in Q2 2023.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.