LPL Financial
VTMX icon

LPL Financial’s Vesta Real Estate VTMX Stock Holding History

LPL 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
2025
Q1 		– Sell
-27,529
Closed -$705K – 5532
2024
Q4 		$705K Buy
+27,529
New +$704K ﹤0.01% 3790

Other funds holding VTMX

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial's VTMX Position: Q1 2025 in Review

LPL Financial sold out of Vesta Real Estate (VTMX) in Q1 2025, closing a stake of 27,529 shares — an estimated $705K sold.

LPL Financial first reported a position in VTMX in Q4 2024 and held it in 1 quarter. The position peaked at $705K in Q4 2024. 69 funds tracked by Wall St. Rank hold VTMX as of Q1 2025.

  • LPL Financial reported no remaining Vesta Real Estate position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 27,529 Vesta Real Estate shares in Q1 2025, an estimated $705K.
  • LPL Financial first reported a position in Vesta Real Estate in Q4 2024 and held it in 1 quarter.
  • LPL Financial's Vesta Real Estate position peaked at $705K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.