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MAI Capital Management’s Vesta Real Estate VTMX Stock Holding History

MAI Capital 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 		– Sell
-8
Closed -$267 – 4662
2026
Q1 		$267 Hold
8
– – ﹤0.01% 4553
2025
Q4 		$244 Hold
8
– – ﹤0.01% 4002
2025
Q3 		$227 Sell
8
-1
-11% -$27 ﹤0.01% 3699
2025
Q2 		$247 Hold
9
– – ﹤0.01% 3849
2025
Q1 		$206 Hold
9
– – ﹤0.01% 3311
2024
Q4 		$231 Buy
+9
New +$230 ﹤0.01% 3367

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

MAI Capital Management's VTMX Position: Q2 2026 in Review

MAI Capital Management sold out of Vesta Real Estate (VTMX) in Q2 2026, closing a stake of 8 shares — an estimated $267 sold.

MAI Capital Management first reported a position in VTMX in Q4 2024 and held it in 6 quarters. The position peaked at $267 in Q1 2026. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • MAI Capital Management reported no remaining Vesta Real Estate position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 8 Vesta Real Estate shares in Q2 2026, an estimated $267.
  • MAI Capital Management first reported a position in Vesta Real Estate in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Vesta Real Estate position peaked at $267 in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

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