Advisors Preferred
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Advisors Preferred’s Vesta Real Estate VTMX Stock Holding History

Advisors Preferred’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.67M Buy
+51,280
New +$1.75M 0.18% 86
2024
Q3 		– Sell
-5,735
Closed -$173K – 258
2024
Q2 		$173K Buy
+5,735
New +$201K 0.03% 131

Other funds holding VTMX

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Silver Grove Financial Group
Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return

Advisors Preferred's VTMX Position: Q3 2026 in Review

Advisors Preferred opened a new position in Vesta Real Estate (VTMX) in Q3 2026: 51,280 shares worth $1.67M. The stake represents 0.18% of the portfolio and ranks #86 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in VTMX as recently as Q2 2024.

Advisors Preferred first reported a position in VTMX in Q2 2024 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

  • Advisors Preferred held 51,280 shares of Vesta Real Estate worth $1.67M as of Q3 2026.
  • Vesta Real Estate was a new Advisors Preferred position in Q3 2026.
  • Vesta Real Estate made up 0.18% of Advisors Preferred's portfolio in Q3 2026, its #86 holding.
  • Advisors Preferred first reported a position in Vesta Real Estate in Q2 2024 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.