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Arax Advisory Partners’s Vesta Real Estate VTMX Stock Holding History

Arax Advisory Partners’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 		$446 Buy
+13
New +$452 ﹤0.01% 5029
2026
Q1 		– Sell
-118
Closed -$3.6K – 4365
2025
Q4 		$3.6K Buy
118
+100
+556% +$2.96K ﹤0.01% 3018
2025
Q3 		$509 Buy
+18
New +$495 ﹤0.01% 3370

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

Arax Advisory Partners's VTMX Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Vesta Real Estate (VTMX) in Q2 2026: 13 shares worth $446. The stake represents ﹤0.01% of the portfolio and ranks #5029 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in VTMX as recently as Q4 2025.

Arax Advisory Partners first reported a position in VTMX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.6K in Q4 2025. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Arax Advisory Partners held 13 shares of Vesta Real Estate worth $446 as of Q2 2026.
  • Vesta Real Estate was a new Arax Advisory Partners position in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #5029 holding.
  • Arax Advisory Partners first reported a position in Vesta Real Estate in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Vesta Real Estate position peaked at $3.6K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.