Valley National Advisers’s Vivmark Residential VMRK Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-23	Closed	-$1K	–	889
2025 Q4	$1K	Buy	+23	New	+$1.41K	﹤0.01%	847
2024 Q3	–	Sell	-35	Closed	-$2K	–	870
2024 Q2	$2K	Sell	35 -15	-30%	-$976	﹤0.01%	896
2024 Q1	$3K	Buy	50 +15	+43%	+$913	﹤0.01%	863
2023 Q4	$2K	Buy	35 +5	+17%	+$289	﹤0.01%	933
2023 Q3	$2K	Buy	+30	New	+$1.94K	﹤0.01%	817
2019 Q1	–	Sell	-130	Closed	-$9K	–	764
2018 Q4	$9K	Buy	+130	New	+$8.73K	﹤0.01%	456

Other funds holding VMRK

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

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

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

Valley National Advisers's VMRK Position: Q1 2026 in Review

Valley National Advisers sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 23 shares — an estimated $1K sold.

Valley National Advisers first reported a position in VMRK in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q4 2018. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

Valley National Advisers reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 23 Vivmark Residential shares in Q1 2026, an estimated $1K.
Valley National Advisers first reported a position in Vivmark Residential in Q4 2018 and held it in 6 quarters.
Valley National Advisers's Vivmark Residential position peaked at $9K in Q4 2018.
705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.