Summit Trail Advisors’s Vivmark Residential VMRK Stock Holding History

Summit Trail 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
2026 Q2	$1.57M	Sell	23,149 -6,618	-22%	-$429K	0.02%	762
2026 Q1	$1.76M	Buy	29,767 +10,635	+56%	+$656K	0.03%	622
2025 Q4	$1.21M	Buy	19,132 +837	+5%	+$51.3K	0.02%	710
2025 Q3	$1.19M	Buy	18,295 +11,178	+157%	+$731K	0.02%	730
2025 Q2	$477K	Buy	+7,117	New	+$489K	0.01%	747
2018 Q1	–	Sell	-573	Closed	-$35K	–	804
2017 Q4	$35K	Buy	+573	New	+$38.2K	﹤0.01%	904

Other funds holding VMRK

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Summit Trail Advisors's VMRK Position: Q2 2026 in Review

Summit Trail Advisors reduced its Vivmark Residential (VMRK) stake by 22% in Q2 2026, selling an estimated $429K and leaving 23,149 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #762.

Summit Trail Advisors first reported a position in VMRK in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.76M in Q1 2026. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Summit Trail Advisors held 23,149 shares of Vivmark Residential worth $1.57M as of Q2 2026.
Summit Trail Advisors sold 6,618 Vivmark Residential shares in Q2 2026, an estimated $429K.
Vivmark Residential made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #762 holding.
Summit Trail Advisors first reported a position in Vivmark Residential in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Vivmark Residential position peaked at $1.76M in Q1 2026.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.