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 Q2	$44.2M	Buy	1,291,724 +600,554	+87%	+$20.9M	0.84%	29
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 $580B AUM 38.23% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Itau Unibanco Holding S.A.'s VTMX Position: Q2 2026 in Review

Itau Unibanco Holding S.A. increased its Vesta Real Estate (VTMX) stake by 87% in Q2 2026, buying an estimated $20.9M and bringing the position to 1,291,724 shares worth $44.2M. The position accounts for 0.84% of the portfolio, ranked #29.

Itau Unibanco Holding S.A. first reported a position in VTMX in Q2 2023 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

Itau Unibanco Holding S.A. held 1,291,724 shares of Vesta Real Estate worth $44.2M as of Q2 2026.
Itau Unibanco Holding S.A. bought 600,554 Vesta Real Estate shares in Q2 2026, an estimated $20.9M.
Vesta Real Estate made up 0.84% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #29 holding.
Itau Unibanco Holding S.A. first reported a position in Vesta Real Estate in Q2 2023 and has held it in 6 quarters since.
68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.