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Glass Jacobson Investment Advisors’s Vesta Real Estate VTMX Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-118
Closed -$3.02K – 853
2025
Q1 		$3.02K Hold
118
– – ﹤0.01% 714
2024
Q4 		$3.02K Buy
+118
New +$3.02K ﹤0.01% 714

Other funds holding VTMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Glass Jacobson Investment Advisors's VTMX Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Vesta Real Estate (VTMX) in Q2 2025, closing a stake of 118 shares — an estimated $3.02K sold.

Glass Jacobson Investment Advisors first reported a position in VTMX in Q4 2024 and held it in 2 quarters. The position peaked at $3.02K in Q1 2025. 66 funds tracked by Wall St. Rank hold VTMX as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Vesta Real Estate position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 118 Vesta Real Estate shares in Q2 2025, an estimated $3.02K.
  • Glass Jacobson Investment Advisors first reported a position in Vesta Real Estate in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Vesta Real Estate position peaked at $3.02K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.