EWA
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EverSource Wealth Advisors’s Vesta Real Estate VTMX Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-102
Closed -$3.4K – 4554
2026
Q1 		$3.4K Hold
102
– – ﹤0.01% 3445
2025
Q4 		$3.11K Sell
102
-224
-69% -$6.63K ﹤0.01% 3323
2025
Q3 		$9.22K Sell
326
-128
-28% -$3.52K ﹤0.01% 2869
2025
Q2 		$12.4K Buy
454
+435
+2,289% +$11.7K ﹤0.01% 2662
2025
Q1 		$433 Hold
19
– – ﹤0.01% 3504
2024
Q4 		$486 Sell
19
-11
-37% -$281 ﹤0.01% 3208
2024
Q3 		$808 Sell
30
-101
-77% -$2.92K ﹤0.01% 2767
2024
Q2 		$3.85K Buy
131
+77
+143% +$2.69K ﹤0.01% 2311
2024
Q1 		$1.92K Buy
54
+38
+238% +$1.42K ﹤0.01% 2401
2023
Q4 		$634 Buy
16
+1
+7% +$35 ﹤0.01% 2481
2023
Q3 		$493 Buy
+15
New +$531 ﹤0.01% 2373

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

EverSource Wealth Advisors's VTMX Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Vesta Real Estate (VTMX) in Q2 2026, closing a stake of 102 shares — an estimated $3.4K sold.

EverSource Wealth Advisors first reported a position in VTMX in Q3 2023 and held it in 11 quarters. The position peaked at $12.4K in Q2 2025. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Vesta Real Estate position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 102 Vesta Real Estate shares in Q2 2026, an estimated $3.4K.
  • EverSource Wealth Advisors first reported a position in Vesta Real Estate in Q3 2023 and held it in 11 quarters.
  • EverSource Wealth Advisors's Vesta Real Estate position peaked at $12.4K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.