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Continuum Advisory’s Vesta Real Estate VTMX Stock Holding History

Continuum Advisory’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 		$1.13K Buy
+33
New +$1.15K ﹤0.01% 1836
2025
Q1 		– Sell
-12
Closed -$307 – 1945
2024
Q4 		$307 Hold
12
– – ﹤0.01% 1795
2024
Q3 		$302 Hold
12
– – ﹤0.01% 1858
2024
Q2 		$360 Hold
12
– – ﹤0.01% 1646
2024
Q1 		$440 Buy
+12
New +$448 ﹤0.01% 1620

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

Continuum Advisory's VTMX Position: Q2 2026 in Review

Continuum Advisory opened a new position in Vesta Real Estate (VTMX) in Q2 2026: 33 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #1836 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in VTMX as recently as Q4 2024.

Continuum Advisory first reported a position in VTMX in Q1 2024 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Continuum Advisory held 33 shares of Vesta Real Estate worth $1.13K as of Q2 2026.
  • Vesta Real Estate was a new Continuum Advisory position in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1836 holding.
  • Continuum Advisory first reported a position in Vesta Real Estate in Q1 2024 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.