Bank of America
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Bank of America’s Vesta Real Estate VTMX Stock Holding History

Bank of America’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 		$25.8M Buy
752,038
+533,855
+245% +$18.5M ﹤0.01% 2258
2026
Q1 		$7.27M Sell
218,183
-64,814
-23% -$2.13M ﹤0.01% 3187
2025
Q4 		$8.63M Buy
282,997
+135,275
+92% +$4.01M ﹤0.01% 2966
2025
Q3 		$4.18M Buy
147,722
+32,421
+28% +$891K ﹤0.01% 4188
2025
Q2 		$3.16M Sell
115,301
-450,771
-80% -$12.1M ﹤0.01% 4340
2025
Q1 		$12.9M Buy
566,072
+483,912
+589% +$11.9M ﹤0.01% 2886
2024
Q4 		$2.1M Sell
82,160
-7,528
-8% -$193K ﹤0.01% 4397
2024
Q3 		$2.42M Sell
89,688
-212,738
-70% -$6.14M ﹤0.01% 4417
2024
Q2 		$9.07M Buy
302,426
+200,159
+196% +$7M ﹤0.01% 3039
2024
Q1 		$4.01M Sell
102,267
-147,929
-59% -$5.53M ﹤0.01% 3825
2023
Q4 		$9.91M Buy
250,196
+152,931
+157% +$5.36M ﹤0.01% 2901
2023
Q3 		$3.2M Buy
97,265
+90,665
+1,374% +$3.21M ﹤0.01% 3816
2023
Q2 		$213K Buy
+6,600
New +$213K ﹤0.01% 5788

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America's VTMX Position: Q2 2026 in Review

Bank of America increased its Vesta Real Estate (VTMX) stake by 245% in Q2 2026, buying an estimated $18.5M and bringing the position to 752,038 shares worth $25.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Bank of America first reported a position in VTMX in Q2 2023 and has held it in 13 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Bank of America held 752,038 shares of Vesta Real Estate worth $25.8M as of Q2 2026.
  • Bank of America bought 533,855 Vesta Real Estate shares in Q2 2026, an estimated $18.5M.
  • Vesta Real Estate made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2258 holding.
  • Bank of America first reported a position in Vesta Real Estate in Q2 2023 and has held it in 13 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.