Summitry LLC’s Vivmark Residential VMRK Stock Holding History

Summitry LLC’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	$260K	Buy	3,826 +256	+7%	+$16.6K	0.01%	275
2026 Q1	$211K	Sell	3,570 -43	-1%	-$2.65K	0.01%	273
2025 Q4	$228K	Buy	3,613 +420	+13%	+$25.8K	0.01%	226
2025 Q3	$207K	Buy	3,193 +189	+6%	+$12.4K	0.01%	212
2025 Q2	$203K	Buy	3,004 +4	+0.1%	+$275	0.01%	169
2025 Q1	$215K	Sell	3,000 -1,044	-26%	-$73.7K	0.01%	132
2024 Q4	$290K	Buy	4,044 +77	+2%	+$5.66K	0.01%	109
2024 Q3	$295K	Buy	3,967 +967	+32%	+$69.8K	0.01%	106
2024 Q2	$208K	Buy	+3,000	New	+$195K	0.01%	110
2022 Q4	–	Sell	-3,000	Closed	-$202K	–	98
2022 Q3	$202K	Hold	3,000	–	–	0.02%	94
2022 Q2	$217K	Hold	3,000	–	–	0.02%	77
2022 Q1	$270K	Hold	3,000	–	–	0.02%	76
2021 Q4	$272K	Buy	+3,000	New	+$258K	0.02%	78
2021 Q2	–	Sell	-3,000	Closed	-$215K	–	66
2021 Q1	$215K	Buy	+3,000	New	+$199K	0.01%	86
2020 Q1	–	Sell	-3,000	Closed	-$243K	–	88
2019 Q4	$243K	Hold	3,000	–	–	0.02%	72
2019 Q3	$259K	Hold	3,000	–	–	0.02%	75
2019 Q2	$228K	Hold	3,000	–	–	0.02%	77
2019 Q1	$226K	Buy	+3,000	New	+$216K	0.02%	78
2015 Q1	–	Sell	-3,000	Closed	-$216K	–	68
2014 Q4	$216K	Buy	+3,000	New	+$208K	0.02%	67

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

Summitry LLC's VMRK Position: Q2 2026 in Review

Summitry LLC increased its Vivmark Residential (VMRK) stake by 7.2% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,826 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #275.

Summitry LLC first reported a position in VMRK in Q4 2014 and has held it in 19 quarters since. The position peaked at $295K in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Summitry LLC held 3,826 shares of Vivmark Residential worth $260K as of Q2 2026.
Summitry LLC bought 256 Vivmark Residential shares in Q2 2026, an estimated $16.6K.
Vivmark Residential made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #275 holding.
Summitry LLC first reported a position in Vivmark Residential in Q4 2014 and has held it in 19 quarters since.
Summitry LLC's Vivmark Residential position peaked at $295K in Q3 2024.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.