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Advisory Services Network’s Vesta Real Estate VTMX Stock Holding History

Advisory Services Network’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
Q2 		– Sell
-190
Closed -$6.34K – 4569
2026
Q1 		$6.34K Buy
+190
New +$6.23K ﹤0.01% 3756

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Services Network's VTMX Position: Q2 2026 in Review

Advisory Services Network sold out of Vesta Real Estate (VTMX) in Q2 2026, closing a stake of 190 shares — an estimated $6.34K sold.

Advisory Services Network first reported a position in VTMX in Q1 2026 and held it in 1 quarter. The position peaked at $6.34K in Q1 2026. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Advisory Services Network reported no remaining Vesta Real Estate position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 190 Vesta Real Estate shares in Q2 2026, an estimated $6.34K.
  • Advisory Services Network first reported a position in Vesta Real Estate in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's Vesta Real Estate position peaked at $6.34K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.