JWA
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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
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

Wellington Management Group
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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's VTMX Position: Q2 2026 in Review

JFS Wealth Advisors held its Vesta Real Estate (VTMX) position steady in Q2 2026 at 84 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

JFS Wealth Advisors first reported a position in VTMX in Q4 2024 and has held it in 7 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • JFS Wealth Advisors held 84 shares of Vesta Real Estate worth $2.88K as of Q2 2026.
  • JFS Wealth Advisors left its Vesta Real Estate share count unchanged in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1484 holding.
  • JFS Wealth Advisors first reported a position in Vesta Real Estate in Q4 2024 and has held it in 7 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.