Lazard Asset Management
VTMX icon

Lazard Asset Management’s Vesta Real Estate VTMX Stock Holding History

Lazard Asset Management’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 		$12.2M Sell
357,025
-5,129
-1% -$178K 0.02% 414
2026
Q1 		$12.1M Buy
362,154
+61,626
+21% +$2.02M 0.02% 396
2025
Q4 		$9.16M Sell
300,528
-18,416
-6% -$545K 0.02% 429
2025
Q3 		$9.02M Sell
318,944
-2,498
-0.8% -$68.6K 0.01% 449
2025
Q2 		$8.8M Buy
321,442
+19,967
+7% +$536K 0.01% 576
2025
Q1 		$6.88M Buy
301,475
+58,849
+24% +$1.45M 0.01% 588
2024
Q4 		$6.21M Sell
242,626
-131,728
-35% -$3.37M 0.01% 581
2024
Q3 		$10.1M Buy
374,354
+132,552
+55% +$3.83M 0.01% 465
2024
Q2 		$7.25M Sell
241,802
-94,798
-28% -$3.31M 0.01% 587
2024
Q1 		$13.2M Buy
336,600
+326,679
+3,293% +$12.2M 0.02% 466
2023
Q4 		$393K Buy
+9,921
New +$347K ﹤0.01% 1176

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

Lazard Asset Management's VTMX Position: Q2 2026 in Review

Lazard Asset Management reduced its Vesta Real Estate (VTMX) stake by 1.4% in Q2 2026, selling an estimated $178K and leaving 357,025 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #414.

Lazard Asset Management first reported a position in VTMX in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q1 2024. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Lazard Asset Management held 357,025 shares of Vesta Real Estate worth $12.2M as of Q2 2026.
  • Lazard Asset Management sold 5,129 Vesta Real Estate shares in Q2 2026, an estimated $178K.
  • Vesta Real Estate made up 0.02% of Lazard Asset Management's portfolio in Q2 2026, its #414 holding.
  • Lazard Asset Management first reported a position in Vesta Real Estate in Q4 2023 and has held it in 11 quarters since.
  • Lazard Asset Management's Vesta Real Estate position peaked at $13.2M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.