SW
VMRK

SteelPeak Wealth’s Vivmark Residential VMRK Stock Holding History

SteelPeak 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
2025
Q2 		– Sell
-35,698
Closed -$2.58M – 603
2025
Q1 		$2.58M Buy
+35,698
New +$2.52M 0.11% 152
2020
Q3 		– Sell
-6,658
Closed -$392K – 307
2020
Q2 		$392K Buy
+6,658
New +$412K 0.05% 181

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SteelPeak Wealth's VMRK Position: Q2 2025 in Review

SteelPeak Wealth sold out of Vivmark Residential (VMRK) in Q2 2025, closing a stake of 35,698 shares — an estimated $2.58M sold.

SteelPeak Wealth first reported a position in VMRK in Q2 2020 and held it in 2 quarters. The position peaked at $2.58M in Q1 2025. 708 funds tracked by Wall St. Rank hold VMRK as of Q2 2025.

  • SteelPeak Wealth reported no remaining Vivmark Residential position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 35,698 Vivmark Residential shares in Q2 2025, an estimated $2.58M.
  • SteelPeak Wealth first reported a position in Vivmark Residential in Q2 2020 and held it in 2 quarters.
  • SteelPeak Wealth's Vivmark Residential position peaked at $2.58M in Q1 2025.
  • 708 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.