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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
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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arax Advisory Partners's VTMX Position: Q1 2026 in Review

Arax Advisory Partners sold out of Vesta Real Estate (VTMX) in Q1 2026, closing a stake of 118 shares — an estimated $3.6K sold.

Arax Advisory Partners first reported a position in VTMX in Q3 2025 and held it in 2 quarters. The position peaked at $3.6K in Q4 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Arax Advisory Partners reported no remaining Vesta Real Estate position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 118 Vesta Real Estate shares in Q1 2026, an estimated $3.6K.
  • Arax Advisory Partners first reported a position in Vesta Real Estate in Q3 2025 and held it in 2 quarters.
  • Arax Advisory Partners's Vesta Real Estate position peaked at $3.6K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.