Fidelity Investments
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Fidelity Investments’s Vesta Real Estate VTMX Stock Holding History

Fidelity Investments’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 		$27.6M Sell
805,255
-732,704
-48% -$25.5M ﹤0.01% 1753
2026
Q1 		$51.3M Sell
1,537,959
-86,143
-5% -$2.83M ﹤0.01% 1432
2025
Q4 		$49.5M Sell
1,624,102
-724,621
-31% -$21.5M ﹤0.01% 1448
2025
Q3 		$66.4M Sell
2,348,723
-492,207
-17% -$13.5M ﹤0.01% 1337
2025
Q2 		$77.8M Buy
2,840,930
+970,537
+52% +$26M ﹤0.01% 1219
2025
Q1 		$42.7M Buy
1,870,393
+251,273
+16% +$6.21M ﹤0.01% 1410
2024
Q4 		$41.4M Sell
1,619,120
-254,500
-14% -$6.51M ﹤0.01% 1453
2024
Q3 		$50.5M Sell
1,873,620
-205,733
-10% -$5.94M ﹤0.01% 1364
2024
Q2 		$62.4M Sell
2,079,353
-531,854
-20% -$18.6M ﹤0.01% 1229
2024
Q1 		$102M Buy
2,611,207
+512,448
+24% +$19.1M 0.01% 1049
2023
Q4 		$83.2M Buy
2,098,759
+89,331
+4% +$3.13M 0.01% 1086
2023
Q3 		$66M Buy
2,009,428
+759,428
+61% +$26.9M 0.01% 1145
2023
Q2 		$40.6M Buy
+1,250,000
New +$40.3M ﹤0.01% 1351

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments's VTMX Position: Q2 2026 in Review

Fidelity Investments reduced its Vesta Real Estate (VTMX) stake by 48% in Q2 2026, selling an estimated $25.5M and leaving 805,255 shares worth $27.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Fidelity Investments first reported a position in VTMX in Q2 2023 and has held it in 13 quarters since. The position peaked at $102M in Q1 2024. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Fidelity Investments held 805,255 shares of Vesta Real Estate worth $27.6M as of Q2 2026.
  • Fidelity Investments sold 732,704 Vesta Real Estate shares in Q2 2026, an estimated $25.5M.
  • Vesta Real Estate made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1753 holding.
  • Fidelity Investments first reported a position in Vesta Real Estate in Q2 2023 and has held it in 13 quarters since.
  • Fidelity Investments's Vesta Real Estate position peaked at $102M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.