CWM
VTMX icon

Congress Wealth Management’s Vesta Real Estate VTMX Stock Holding History

Congress Wealth Management’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
2024
Q4 		– Sell
-9,950
Closed -$268K – 934
2024
Q3 		$268K Sell
9,950
-6,035
-38% -$174K ﹤0.01% 759
2024
Q2 		$479K Sell
15,985
-162
-1% -$5.66K 0.01% 540
2024
Q1 		$634K Sell
16,147
-3,228
-17% -$121K 0.01% 427
2023
Q4 		$768K Buy
19,375
+10,414
+116% +$365K 0.01% 412
2023
Q3 		$295K Buy
+8,961
New +$317K 0.01% 526

Other funds holding VTMX

LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Congress Wealth Management's VTMX Position: Q4 2024 in Review

Congress Wealth Management sold out of Vesta Real Estate (VTMX) in Q4 2024, closing a stake of 9,950 shares — an estimated $268K sold.

Congress Wealth Management first reported a position in VTMX in Q3 2023 and held it in 5 quarters. The position peaked at $768K in Q4 2023. 74 funds tracked by Wall St. Rank hold VTMX as of Q4 2024.

  • Congress Wealth Management reported no remaining Vesta Real Estate position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 9,950 Vesta Real Estate shares in Q4 2024, an estimated $268K.
  • Congress Wealth Management first reported a position in Vesta Real Estate in Q3 2023 and held it in 5 quarters.
  • Congress Wealth Management's Vesta Real Estate position peaked at $768K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.