Itau Unibanco Holding S.A.’s Vesta Real Estate VTMX Stock Holding History

Itau Unibanco Holding S.A.’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	$23.1M	Buy	691,170 +500,804	+263%	+$16.4M	0.54%	38
2025 Q4	$5.8M	Buy	+190,366	New	+$5.64M	0.14%	78
2024 Q1	–	Sell	-40,408	Closed	-$1.6M	–	358
2023 Q4	$1.6M	Sell	40,408 -220,000	-84%	-$7.71M	0.05%	101
2023 Q3	$8.56M	Sell	260,408 -189,592	-42%	-$6.72M	0.38%	43
2023 Q2	$14.5M	Buy	+450,000	New	+$14.5M	0.67%	29

Other funds holding VTMX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Itau Unibanco Holding S.A.'s VTMX Position: Q1 2026 in Review

Itau Unibanco Holding S.A. increased its Vesta Real Estate (VTMX) stake by 263% in Q1 2026, buying an estimated $16.4M and bringing the position to 691,170 shares worth $23.1M. The position accounts for 0.54% of the portfolio, ranked #38.

Itau Unibanco Holding S.A. first reported a position in VTMX in Q2 2023 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

Itau Unibanco Holding S.A. held 691,170 shares of Vesta Real Estate worth $23.1M as of Q1 2026.
Itau Unibanco Holding S.A. bought 500,804 Vesta Real Estate shares in Q1 2026, an estimated $16.4M.
Vesta Real Estate made up 0.54% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #38 holding.
Itau Unibanco Holding S.A. first reported a position in Vesta Real Estate in Q2 2023 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.