IMA Advisory Services’s Vesta Real Estate VTMX Stock Holding History

IMA Advisory Services’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	–	Sell	-3	Closed	-$100	–	1440
2026 Q1	$100	Sell	3 -1	-25%	-$33	﹤0.01%	1008
2025 Q4	$121	Buy	+4	New	+$118	﹤0.01%	989

Other funds holding VTMX

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

IMA Advisory Services's VTMX Position: Q2 2026 in Review

IMA Advisory Services sold out of Vesta Real Estate (VTMX) in Q2 2026, closing a stake of 3 shares — an estimated $100 sold.

IMA Advisory Services first reported a position in VTMX in Q4 2025 and held it in 2 quarters. The position peaked at $121 in Q4 2025. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

IMA Advisory Services reported no remaining Vesta Real Estate position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 3 Vesta Real Estate shares in Q2 2026, an estimated $100.
IMA Advisory Services first reported a position in Vesta Real Estate in Q4 2025 and held it in 2 quarters.
IMA Advisory Services's Vesta Real Estate position peaked at $121 in Q4 2025.
69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.