GRP
VTMX icon

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
2026
Q2 		$81.8K Buy
+2,384
New +$82.8K ﹤0.01% 2203
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Global Retirement Partners's VTMX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vesta Real Estate (VTMX) in Q2 2026: 2,384 shares worth $81.8K. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTMX as recently as Q4 2025.

Global Retirement Partners first reported a position in VTMX in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Global Retirement Partners held 2,384 shares of Vesta Real Estate worth $81.8K as of Q2 2026.
  • Vesta Real Estate was a new Global Retirement Partners position in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2203 holding.
  • Global Retirement Partners first reported a position in Vesta Real Estate in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.