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Vivmark Residential 13F holders

720 funds reported a position in Vivmark Residential in their 13F for the quarter ended 30 June 2026, together 375.5 million shares worth $25.52 billion. Against the quarter before, 69 opened a position, 253 added, 246 trimmed and 64 sold out; together they bought a net 4.8 million shares. The largest holders: BlackRock, Inc., Norges Bank and Vanguard Portfolio Management LLC.

Funds holding720+10 on Q1 2026
Shares they held375.5Mworth $25.52 billion
Net bought on the quarter4.8M sharesabout $328.9 million at the funds' values
Funds buying to selling322 to 310opened or added, to cut or sold
Opened 69Added 253Held 148Trimmed 246Sold out 64
Opened: 69 fundsAdded: 253 fundsHeld: 148 fundsTrimmed: 246 fundsSold out: 64 funds

What each fund did in VMRK against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 679 funds, 354.5 million shares679Q3 2024Q4 2024: 684 funds, 355.8 million shares684Q4 2024Q1 2025: 704 funds, 353.6 million shares704Q1 2025Q2 2025: 710 funds, 352.2 million shares710Q2 2025Q3 2025: 692 funds, 326.6 million shares692Q3 2025Q4 2025: 694 funds, 355.8 million shares694Q4 2025Q1 2026: 710 funds, 326.3 million shares710Q1 2026Q2 2026: 720 funds, 375.5 million shares720Q2 2026

Funds reporting a position in VMRK in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 454 reported a position in Vivmark Residential: 129 opened one, 236 added, 40 trimmed and 22 sold out, a net 56.6 million shares bought.

FundChange in sharesShares nowStatusFiling
Geode Capital Management, LLC+10,821,00721,428,492added13F
Principal Financial Group Inc.+10,103,48610,707,669added13F
Dimensional Fund Advisors LP+5,887,25011,271,426added13F
Duff & Phelps Investment Management Co.+3,611,2623,612,462added13F
Aberdeen Group plc-546,53060,039trimmed13F
Bank of New York Mellon Corp+2,046,1024,111,981added13F
Sumitomo Mitsui Trust Group, Inc.+1,804,5843,646,026added13F
Bahl & Gaynor LLC+1,610,0651,610,065new13F
Aew Capital Management L P+1,559,6011,738,985added13F
Daiwa Securities Group Inc.+1,557,4371,923,177added13F
Mitsubishi UFJ Asset Management Co., Ltd.+1,407,3102,527,879added13F
Amundi+1,384,5952,670,554added13F
Thrivent Financial for Lutherans+1,363,6851,442,505added13F
Asset Management One Co., Ltd.+735,4231,414,702added13F
Ferguson Wellman Capital Management, Inc.+692,560692,560new13F
Citigroup Inc.+646,9001,538,601added13F
Fort Washington Investment Advisors Inc.+638,739638,739new13F
Barclays PLC+553,1691,096,398added13F
Pacific Heights Asset Management LLC+500,000500,000new13F
Robeco Institutional Asset Management B.V.+483,355685,256added13F
Perpetual Ltd+438,628438,628new13F
Strs Ohio+437,653612,669added13F
Natixis+421,169492,469added13F
DekaBank Deutsche Girozentrale+387,656539,631added13F
Commonwealth of Pennsylvania Public School Empls Retrmt Sys+370,430724,169added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Vivmark Residential in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Norges Bank, 34.8 million shares worth $2.37 billion, 0.2% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Soros Fund Management, Bridgewater Associates, Alyeska. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 10.8 million shares, about $655.1 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Norges Bank34,837,220$2.37 billion0.2%held30 June 2026, an earlier quarter13F
Geode Capital Management21,428,492$1.30 billion0.1%+10,821,007added30 September 202613F
FMR LLC6,955,754$472.5 million0.0%+223,513added30 June 2026, an earlier quarter13F
Citadel Advisors994,638$67.6 million0.0%+503,134added30 June 2026, an earlier quarter13F
Renaissance Technologies461,400$31.3 million0.0%-134,000trimmed30 June 2026, an earlier quarter13F
Baillie Gifford90,141$6.1 million0.0%-22,263trimmed30 June 2026, an earlier quarter13F
Millennium Management21,114$1.4 million0.0%-693trimmed30 June 2026, an earlier quarter13F
Soros Fund Management0$00.0%-161,288exited30 June 2026, an earlier quarter13F
Bridgewater Associates0$00.0%-8,441exited30 June 2026, an earlier quarter13F
Alyeska0$00.0%-934,511exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.45,712,84712.18%$3.11 billion0.05%+2,346,82113F
Norges Bank34,837,2209.28%$2.37 billion0.24%13F
Vanguard Portfolio Management LLC31,091,7658.28%$2.11 billion0.10%-113,09613F
State Street Corp.23,774,8476.33%$1.63 billion0.05%-328,84013F
Vanguard Capital Management LLC23,407,6346.23%$1.59 billion0.03%+562,89913F
First Eagle Investment Management, LLC19,058,2165.08%$1.29 billion1.07%13F
Price T Rowe Associates Inc.17,760,2574.73%$1.21 billion0.12%-509,12313F
APG Asset Management US Inc.10,856,5632.89%$745.1 million5.22%no change13F
Geode Capital Management, LLC10,607,4852.83%$718.1 million0.04%+50,58213F
FMR LLC6,955,7541.85%$472.5 million0.02%+223,51313F
Deutsche Bank AG5,762,7361.53%$391.5 million0.11%+1,468,52313F
Dimensional Fund Advisors LP5,384,1761.43%$365.8 million0.07%-49,24713F
Invesco Ltd.5,211,6801.39%$354.0 million0.03%-241,53113F
Northern Trust Corp.5,081,6771.35%$345.2 million0.04%-1,225,04913F
Charles Schwab Investment Management Inc.4,993,4981.33%$339.2 million0.04%+250,15113F
Legal & General Group Plc4,896,0471.30%$332.6 million0.07%-39,98013F
Cohen & Steers, Inc.4,539,3011.21%$308.4 million0.49%-1,912,11613F
Morgan Stanley4,505,3521.20%$306.0 million0.02%+24,22313F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC4,335,1221.15%$294.5 million0.05%+4,262,79213F
Resolution Capital Ltd3,511,7400.94%$238.6 million4.39%+1,467,04513F
American Century Companies Inc.3,390,5420.90%$230.3 million0.10%+559,53313F
Canada Pension Plan Investment Board3,153,6060.84%$214.2 million0.12%+609,20013F
JPMorgan Chase & Co.3,133,0260.83%$214.1 million0.01%-1,851,62113F
Bank of America Corp.3,004,3930.80%$204.1 million0.01%+133,11813F
Nuveen, LLC2,878,0030.77%$195.5 million0.05%-203,09213F
Prudential Financial Inc.2,505,0970.67%$170.2 million0.18%+62,72913F
Goldman Sachs Group Inc.2,453,1010.65%$166.6 million0.02%-85,42713F
Cbre Investment Management Listed Real Assets LLC2,155,3070.57%$146.4 million2.04%+603,78113F
Bank of New York Mellon Corp2,065,8790.55%$140.3 million0.02%+14,25313F
Vanguard Fiduciary Trust Co.1,945,4660.52%$132.2 million0.03%-5,12013F
UBS Group AG1,891,2900.50%$128.5 million0.02%+292,85413F
Sumitomo Mitsui Trust Group, Inc.1,841,4420.49%$125.1 million0.07%-193,03113F
Boston Partners1,832,3790.49%$124.5 million0.11%-461,28113F
Russell Investments Group, Ltd.1,803,7590.48%$122.6 million0.11%+450,06013F
HSBC Holdings PLC1,776,8390.47%$120.7 million0.06%+308,05713F
Lasalle Investment Management Securities LLC1,508,7970.40%$102.5 million3.65%+66,37513F
Teacher Retirement System of Texas1,375,0340.37%$93.4 million0.25%-175,67913F
Amundi1,285,9590.34%$87.4 million0.02%-238,71713F
Massachusetts Financial Services Co.1,184,1240.32%$87.3 million0.03%-75,80713F
Arrowstreet Capital, Limited Partnership1,256,2920.33%$85.3 million0.04%+1,001,40713F
State of Tennessee, Department of Treasury1,231,1630.33%$83.6 million0.25%+37,01113F
Centersquare Investment Management LLC1,221,1000.33%$82.9 million0.71%+66,06713F
S&G Foundation1,200,0000.32%$81.5 million3.80%no change13F
Holocene Advisors, LP1,189,3000.32%$80.8 million0.18%+22,18013F
Mitsubishi UFJ Asset Management Co., Ltd.1,120,5690.30%$76.1 million0.04%+48,25513F
Davis Asset Management, L.P.1,065,0000.28%$72.3 million1.83%-3,00013F
Citadel Advisors LLC994,6380.26%$67.6 million0.04%+503,13413F
Stifel Financial Corp.988,6160.26%$67.2 million0.06%-3,29113F
Rush Island Management, LP976,7650.26%$66.4 million4.40%new13F
Swiss National Bank951,0500.25%$64.6 million0.03%-109,70013F
The 50 largest of the 720 funds that reported a position in VMRK in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on VMRK

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls71,700$4.9 million30 June 202613F
Citadel AdvisorsPuts66,700$4.5 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
15 May 202613G/AT. Rowe Price Associates, Inc. and 1 other18.2 million4.8%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other31.3 million8.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other26.6 million7.0%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613G/AT. Rowe Price Associates, Inc. and 1 other18.9 million5.0%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
27 August 20265,264$66.83SEC
26 August 20268$67.62SEC
25 August 202618$68.14SEC
24 August 20266$66.79SEC
21 August 2026552$65.14SEC
20 August 2026267$64.35SEC
19 August 20264,707$64.03SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 5,264 on 27 August 2026. A fail is an operational fact about settlement, not a position.