Carson Wealth (CWM LLC)
VTMX icon

Carson Wealth (CWM LLC)’s Vesta Real Estate VTMX Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-10
Closed – – 5571
2025
Q2 		$0 Hold
10
– – ﹤0.01% 5326
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5224
2024
Q4 		$0 Hold
10
– – ﹤0.01% 5190
2024
Q3 		$0 Buy
+10
New +$289 ﹤0.01% 5187

Other funds holding VTMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VTMX Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Vesta Real Estate (VTMX) in Q3 2025, closing a stake of 10 shares.

Carson Wealth (CWM LLC) first reported a position in VTMX in Q3 2024 and held it in 4 quarters. The position peaked at $0 in Q2 2025. 63 funds tracked by Wall St. Rank hold VTMX as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Vesta Real Estate position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Vesta Real Estate shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Vesta Real Estate in Q3 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Vesta Real Estate position peaked at $0 in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.