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 Q3	$7.63K	Sell	237 -40	-14%	-$1.36K	﹤0.01%	4786
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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's VTMX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Vesta Real Estate (VTMX) stake by 14% in Q3 2026, selling an estimated $1.36K and leaving 237 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4786.

Farther Finance Advisors first reported a position in VTMX in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q4 2025. 2 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

Farther Finance Advisors held 237 shares of Vesta Real Estate worth $7.63K as of Q3 2026.
Farther Finance Advisors sold 40 Vesta Real Estate shares in Q3 2026, an estimated $1.36K.
Vesta Real Estate made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4786 holding.
Farther Finance Advisors first reported a position in Vesta Real Estate in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Vesta Real Estate position peaked at $15.4K in Q4 2025.
2 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.