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Bell Investment Advisors’s Vesta Real Estate VTMX Stock Holding History

Bell Investment Advisors’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 		$501 Buy
+15
New +$492 ﹤0.01% 1750

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

Bell Investment Advisors's VTMX Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in Vesta Real Estate (VTMX) in Q1 2026: 15 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings.

65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Bell Investment Advisors held 15 shares of Vesta Real Estate worth $501 as of Q1 2026.
  • Vesta Real Estate was a new Bell Investment Advisors position in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1750 holding.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.