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Bleakley Financial Group’s Vesta Real Estate VTMX Stock Holding History

Bleakley Financial Group’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
2025
Q4 		– Sell
-13,165
Closed -$372K – 705
2025
Q3 		$372K Buy
13,165
+1,617
+14% +$44.4K 0.01% 535
2025
Q2 		$316K Buy
+11,548
New +$310K 0.01% 535
2025
Q1 		– Sell
-9,040
Closed -$231K – 1006
2024
Q4 		$231K Sell
9,040
-327
-3% -$8.37K 0.01% 901
2024
Q3 		$252K Buy
9,367
+537
+6% +$15.5K 0.01% 852
2024
Q2 		$265K Buy
8,830
+1,194
+16% +$41.7K 0.01% 795
2024
Q1 		$300K Buy
+7,636
New +$285K 0.01% 760

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Bleakley Financial Group's VTMX Position: Q4 2025 in Review

Bleakley Financial Group sold out of Vesta Real Estate (VTMX) in Q4 2025, closing a stake of 13,165 shares — an estimated $372K sold.

Bleakley Financial Group first reported a position in VTMX in Q1 2024 and held it in 6 quarters. The position peaked at $372K in Q3 2025. 62 funds tracked by Wall St. Rank hold VTMX as of Q4 2025.

  • Bleakley Financial Group reported no remaining Vesta Real Estate position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 13,165 Vesta Real Estate shares in Q4 2025, an estimated $372K.
  • Bleakley Financial Group first reported a position in Vesta Real Estate in Q1 2024 and held it in 6 quarters.
  • Bleakley Financial Group's Vesta Real Estate position peaked at $372K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.