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Global Retirement Partners’s Vesta Real Estate VTMX Stock Holding History

Global Retirement Partners’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
Q4 		$74.8K Buy
+2,453
New +$72.6K ﹤0.01% 2095

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Global Retirement Partners's VTMX Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Vesta Real Estate (VTMX) in Q4 2025: 2,453 shares worth $74.8K. The stake represents ﹤0.01% of the portfolio and ranks #2095 among its holdings.

62 funds tracked by Wall St. Rank hold VTMX as of Q4 2025.

  • Global Retirement Partners held 2,453 shares of Vesta Real Estate worth $74.8K as of Q4 2025.
  • Vesta Real Estate was a new Global Retirement Partners position in Q4 2025.
  • Vesta Real Estate made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2095 holding.
  • 62 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.