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
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 $535B AUM 26.23% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Fidelity Investments's VTMX Position: Q1 2026 in Review

Fidelity Investments reduced its Vesta Real Estate (VTMX) stake by 5.3% in Q1 2026, selling an estimated $2.83M and leaving 1,537,959 shares worth $51.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Fidelity Investments first reported a position in VTMX in Q2 2023 and has held it in 12 quarters since. The position peaked at $102M in Q1 2024. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Fidelity Investments held 1,537,959 shares of Vesta Real Estate worth $51.3M as of Q1 2026.
  • Fidelity Investments sold 86,143 Vesta Real Estate shares in Q1 2026, an estimated $2.83M.
  • Vesta Real Estate made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1432 holding.
  • Fidelity Investments first reported a position in Vesta Real Estate in Q2 2023 and has held it in 12 quarters since.
  • Fidelity Investments's Vesta Real Estate position peaked at $102M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.