JF
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Jump Financial’s Vesta Real Estate VTMX Stock Holding History

Jump Financial’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 		$228K Buy
6,826
+126
+2% +$4.13K ﹤0.01% 1607
2025
Q4 		$204K Sell
6,700
-21,299
-76% -$631K ﹤0.01% 1741
2025
Q3 		$792K Buy
+27,999
New +$769K 0.01% 1107
2024
Q4 		– Sell
-27,000
Closed -$727K – 2052
2024
Q3 		$727K Buy
27,000
+10,356
+62% +$299K 0.01% 951
2024
Q2 		$499K Buy
16,644
+10,280
+162% +$359K 0.01% 1133
2024
Q1 		$250K Sell
6,364
-9,986
-61% -$373K 0.01% 1544
2023
Q4 		$648K Buy
+16,350
New +$573K 0.02% 921

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jump Financial's VTMX Position: Q1 2026 in Review

Jump Financial increased its Vesta Real Estate (VTMX) stake by 1.9% in Q1 2026, buying an estimated $4.13K and bringing the position to 6,826 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Jump Financial first reported a position in VTMX in Q4 2023 and has held it in 7 quarters since. The position peaked at $792K in Q3 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Jump Financial held 6,826 shares of Vesta Real Estate worth $228K as of Q1 2026.
  • Jump Financial bought 126 Vesta Real Estate shares in Q1 2026, an estimated $4.13K.
  • Vesta Real Estate made up ﹤0.01% of Jump Financial's portfolio in Q1 2026, its #1607 holding.
  • Jump Financial first reported a position in Vesta Real Estate in Q4 2023 and has held it in 7 quarters since.
  • Jump Financial's Vesta Real Estate position peaked at $792K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.