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
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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 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
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DZ Bank's VTMX Position: Q1 2026 in Review

DZ Bank increased its Vesta Real Estate (VTMX) stake by 19% in Q1 2026, buying an estimated $23K and bringing the position to 4,415 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

DZ Bank first reported a position in VTMX in Q3 2023 and has held it in 11 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • DZ Bank held 4,415 shares of Vesta Real Estate worth $147K as of Q1 2026.
  • DZ Bank bought 700 Vesta Real Estate shares in Q1 2026, an estimated $23K.
  • Vesta Real Estate made up ﹤0.01% of DZ Bank's portfolio in Q1 2026, its #922 holding.
  • DZ Bank first reported a position in Vesta Real Estate in Q3 2023 and has held it in 11 quarters since.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.