DZ Bank
VTMX icon

DZ Bank’s Vesta Real Estate VTMX Stock Holding History

DZ Bank’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 		$325K Buy
9,480
+5,065
+115% +$176K ﹤0.01% 873
2026
Q1 		$147K Buy
4,415
+700
+19% +$23K ﹤0.01% 922
2025
Q4 		$113K Hold
3,715
– – ﹤0.01% 914
2025
Q3 		$105K Sell
3,715
-350
-9% -$9.62K ﹤0.01% 890
2025
Q2 		$111K Buy
4,065
+275
+7% +$7.38K ﹤0.01% 868
2025
Q1 		$86.4K Hold
3,790
– – ﹤0.01% 908
2024
Q4 		$97K Sell
3,790
-1,395
-27% -$35.7K ﹤0.01% 869
2024
Q3 		$140K Buy
5,185
+2,645
+104% +$76.4K ﹤0.01% 871
2024
Q2 		$76.2K Hold
2,540
– – ﹤0.01% 941
2024
Q1 		$99.7K Sell
2,540
-230
-8% -$8.59K ﹤0.01% 934
2023
Q4 		$110K Buy
2,770
+245
+10% +$8.58K ﹤0.01% 894
2023
Q3 		$83K Buy
+2,525
New +$89.5K ﹤0.01% 904

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

DZ Bank's VTMX Position: Q2 2026 in Review

DZ Bank increased its Vesta Real Estate (VTMX) stake by 115% in Q2 2026, buying an estimated $176K and bringing the position to 9,480 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

DZ Bank first reported a position in VTMX in Q3 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • DZ Bank held 9,480 shares of Vesta Real Estate worth $325K as of Q2 2026.
  • DZ Bank bought 5,065 Vesta Real Estate shares in Q2 2026, an estimated $176K.
  • Vesta Real Estate made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #873 holding.
  • DZ Bank first reported a position in Vesta Real Estate in Q3 2023 and has held it in 12 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.