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Brookwood Investment Group’s Vesta Real Estate VTMX Stock Holding History

Brookwood Investment 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
2026
Q2 		$213K Buy
6,211
+99
+2% +$3.44K 0.02% 489
2026
Q1 		$204K Buy
+6,112
New +$200K 0.03% 483

Other funds holding VTMX

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Brookwood Investment Group's VTMX Position: Q2 2026 in Review

Brookwood Investment Group increased its Vesta Real Estate (VTMX) stake by 1.6% in Q2 2026, buying an estimated $3.44K and bringing the position to 6,211 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #489.

Brookwood Investment Group first reported a position in VTMX in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Brookwood Investment Group held 6,211 shares of Vesta Real Estate worth $213K as of Q2 2026.
  • Brookwood Investment Group bought 99 Vesta Real Estate shares in Q2 2026, an estimated $3.44K.
  • Vesta Real Estate made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #489 holding.
  • Brookwood Investment Group first reported a position in Vesta Real Estate in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.