JFS Wealth Advisors
VTMX icon

JFS Wealth Advisors’s Vesta Real Estate VTMX Stock Holding History

JFS Wealth Advisors’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
Q3 		$2.7K Hold
84
– – ﹤0.01% 1489
2026
Q2 		$2.88K Hold
84
– – ﹤0.01% 1484
2026
Q1 		$2.8K Hold
84
– – ﹤0.01% 1408
2025
Q4 		$2.56K Hold
84
– – ﹤0.01% 1470
2025
Q3 		$2.38K Hold
84
– – ﹤0.01% 1401
2025
Q2 		$2.3K Buy
84
+38
+83% +$1.02K ﹤0.01% 1357
2025
Q1 		$1.05K Buy
46
+26
+130% +$642 ﹤0.01% 1634
2024
Q4 		$512 Buy
+20
New +$512 ﹤0.01% 1773

Other funds holding VTMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Militia Capital Management
Militia Capital Management Austin, Texas $4B AUM
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

JFS Wealth Advisors's VTMX Position: Q3 2026 in Review

JFS Wealth Advisors held its Vesta Real Estate (VTMX) position steady in Q3 2026 at 84 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

JFS Wealth Advisors first reported a position in VTMX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.88K in Q2 2026. 41 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

  • JFS Wealth Advisors held 84 shares of Vesta Real Estate worth $2.7K as of Q3 2026.
  • JFS Wealth Advisors left its Vesta Real Estate share count unchanged in Q3 2026.
  • Vesta Real Estate made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1489 holding.
  • JFS Wealth Advisors first reported a position in Vesta Real Estate in Q4 2024 and has held it in 8 quarters since.
  • JFS Wealth Advisors's Vesta Real Estate position peaked at $2.88K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.