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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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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. 11 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.
  • 11 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.