WANY
VMRK

Wealthspire Advisors (New York)’s Vivmark Residential VMRK Stock Holding History

Wealthspire Advisors (New York)’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
-743
Closed -$48.1K – 1590
2025
Q3 		$48.1K Buy
+743
New +$48.6K ﹤0.01% 1260
2020
Q2 		– Sell
-3,483
Closed -$215K – 349
2020
Q1 		$215K Buy
+3,483
New +$269K 0.01% 467
2019
Q1 		– Sell
-94
Closed -$6K – 276
2018
Q4 		$6K Buy
+94
New +$6.31K ﹤0.01% 608

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

Wealthspire Advisors (New York)'s VMRK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vivmark Residential (VMRK) in Q4 2025, closing a stake of 743 shares — an estimated $48.1K sold.

Wealthspire Advisors (New York) first reported a position in VMRK in Q4 2018 and held it in 3 quarters. The position peaked at $215K in Q1 2020. 691 funds tracked by Wall St. Rank hold VMRK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vivmark Residential position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 743 Vivmark Residential shares in Q4 2025, an estimated $48.1K.
  • Wealthspire Advisors (New York) first reported a position in Vivmark Residential in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Vivmark Residential position peaked at $215K in Q1 2020.
  • 691 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.