FFA
VTMX icon

Farther Finance Advisors’s Vesta Real Estate VTMX Stock Holding History

Farther Finance 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 		$9.5K Sell
277
-62
-18% -$2.15K ﹤0.01% 4452
2026
Q1 		$11.6K Sell
339
-167
-33% -$5.48K ﹤0.01% 4003
2025
Q4 		$15.4K Buy
506
+341
+207% +$10.1K ﹤0.01% 3611
2025
Q3 		$4.67K Buy
+165
New +$4.53K ﹤0.01% 3801

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Farther Finance Advisors's VTMX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Vesta Real Estate (VTMX) stake by 18% in Q2 2026, selling an estimated $2.15K and leaving 277 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4452.

Farther Finance Advisors first reported a position in VTMX in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q4 2025. 5 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Farther Finance Advisors held 277 shares of Vesta Real Estate worth $9.5K as of Q2 2026.
  • Farther Finance Advisors sold 62 Vesta Real Estate shares in Q2 2026, an estimated $2.15K.
  • Vesta Real Estate made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4452 holding.
  • Farther Finance Advisors first reported a position in Vesta Real Estate in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Vesta Real Estate position peaked at $15.4K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.