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Blue Trust Inc’s Vesta Real Estate VTMX Stock Holding History

Blue Trust 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
Q2 		$149K Sell
4,355
-32
-0.7% -$1.11K ﹤0.01% 887
2026
Q1 		$146K Buy
4,387
+12
+0.3% +$394 ﹤0.01% 867
2025
Q4 		$133K Sell
4,375
-674
-13% -$20K ﹤0.01% 936
2025
Q3 		$143K Buy
5,049
+257
+5% +$7.06K ﹤0.01% 933
2025
Q2 		$131K Buy
4,792
+256
+6% +$6.87K ﹤0.01% 929
2025
Q1 		$103K Buy
4,536
+1,653
+57% +$40.8K ﹤0.01% 972
2024
Q4 		$73.8K Sell
2,883
-1,376
-32% -$35.2K ﹤0.01% 1066
2024
Q3 		$128K Sell
4,259
-149
-3% -$4.3K ﹤0.01% 1089
2024
Q2 		$173K Buy
4,408
+679
+18% +$23.7K ﹤0.01% 765
2024
Q1 		$146K Buy
3,729
+1,748
+88% +$65.3K ﹤0.01% 604
2023
Q4 		$66K Buy
+1,981
New +$69.4K ﹤0.01% 836

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Blue Trust Inc's VTMX Position: Q2 2026 in Review

Blue Trust Inc reduced its Vesta Real Estate (VTMX) stake by 0.73% in Q2 2026, selling an estimated $1.11K and leaving 4,355 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Blue Trust Inc first reported a position in VTMX in Q4 2023 and has held it in 11 quarters since. The position peaked at $173K in Q2 2024. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Blue Trust Inc held 4,355 shares of Vesta Real Estate worth $149K as of Q2 2026.
  • Blue Trust Inc sold 32 Vesta Real Estate shares in Q2 2026, an estimated $1.11K.
  • Vesta Real Estate made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #887 holding.
  • Blue Trust Inc first reported a position in Vesta Real Estate in Q4 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's Vesta Real Estate position peaked at $173K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.