AssetMark Inc’s Vesta Real Estate VTMX Stock Holding History

AssetMark Inc’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	$740	Buy	+23	New	+$783	﹤0.01%	3304

Other funds holding VTMX

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc's VTMX Position: Q3 2026 in Review

AssetMark Inc opened a new position in Vesta Real Estate (VTMX) in Q3 2026: 23 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #3304 among its holdings.

6 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

AssetMark Inc held 23 shares of Vesta Real Estate worth $740 as of Q3 2026.
Vesta Real Estate was a new AssetMark Inc position in Q3 2026.
Vesta Real Estate made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3304 holding.
6 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.