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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
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
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
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

IMA Advisory Services's VTMX Position: Q1 2026 in Review

IMA Advisory Services reduced its Vesta Real Estate (VTMX) stake by 25% in Q1 2026, selling an estimated $33 and leaving 3 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

IMA Advisory Services first reported a position in VTMX in Q4 2025 and has held it in 2 quarters since. The position peaked at $121 in Q4 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • IMA Advisory Services held 3 shares of Vesta Real Estate worth $100 as of Q1 2026.
  • IMA Advisory Services sold 1 Vesta Real Estate share in Q1 2026, an estimated $33.
  • Vesta Real Estate made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #1008 holding.
  • IMA Advisory Services first reported a position in Vesta Real Estate in Q4 2025 and has held it in 2 quarters since.
  • IMA Advisory Services's Vesta Real Estate position peaked at $121 in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.