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
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 $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
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Lazard Asset Management's VTMX Position: Q1 2026 in Review

Lazard Asset Management increased its Vesta Real Estate (VTMX) stake by 21% in Q1 2026, buying an estimated $2.02M and bringing the position to 362,154 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #396.

Lazard Asset Management first reported a position in VTMX in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.2M in Q1 2024. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Lazard Asset Management held 362,154 shares of Vesta Real Estate worth $12.1M as of Q1 2026.
  • Lazard Asset Management bought 61,626 Vesta Real Estate shares in Q1 2026, an estimated $2.02M.
  • Vesta Real Estate made up 0.02% of Lazard Asset Management's portfolio in Q1 2026, its #396 holding.
  • Lazard Asset Management first reported a position in Vesta Real Estate in Q4 2023 and has held it in 10 quarters since.
  • Lazard Asset Management's Vesta Real Estate position peaked at $13.2M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.