Carmignac Gestion’s Vesta Real Estate VTMX Stock Holding History

Carmignac Gestion’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	$27.4M	Buy	822,445 +26,230	+3%	+$860K	0.42%	38
2025 Q4	$24.3M	Buy	796,215 +27,700	+4%	+$820K	0.33%	44
2025 Q3	$21.7M	Hold	768,515	–	–	0.32%	47
2025 Q2	$21M	Buy	768,515 +31,085	+4%	+$834K	0.32%	44
2025 Q1	$16.8M	Hold	737,430	–	–	0.28%	53
2024 Q4	$18.9M	Sell	737,430 -20,000	-3%	-$512K	0.3%	47
2024 Q3	$20.4M	Hold	757,430	–	–	0.34%	45
2024 Q2	$22.7M	Buy	757,430 +37,700	+5%	+$1.32M	0.39%	46
2024 Q1	$28.2M	Hold	719,730	–	–	0.45%	41
2023 Q4	$28.5M	Sell	719,730 -59,423	-8%	-$2.08M	0.48%	41
2023 Q3	$25.6M	Buy	+779,153	New	+$27.6M	0.47%	41

Other funds holding VTMX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Carmignac Gestion's VTMX Position: Q1 2026 in Review

Carmignac Gestion increased its Vesta Real Estate (VTMX) stake by 3.3% in Q1 2026, buying an estimated $860K and bringing the position to 822,445 shares worth $27.4M. The position accounts for 0.42% of the portfolio, ranked #38.

Carmignac Gestion first reported a position in VTMX in Q3 2023 and has held it in 11 quarters since. The position peaked at $28.5M in Q4 2023. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

Carmignac Gestion held 822,445 shares of Vesta Real Estate worth $27.4M as of Q1 2026.
Carmignac Gestion bought 26,230 Vesta Real Estate shares in Q1 2026, an estimated $860K.
Vesta Real Estate made up 0.42% of Carmignac Gestion's portfolio in Q1 2026, its #38 holding.
Carmignac Gestion first reported a position in Vesta Real Estate in Q3 2023 and has held it in 11 quarters since.
Carmignac Gestion's Vesta Real Estate position peaked at $28.5M in Q4 2023.
65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.