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 – 4555
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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. 11 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.
  • 11 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.