Marshall Wace
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Marshall Wace’s Vesta Real Estate VTMX Stock Holding History

Marshall Wace’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 		$1.18M Sell
34,515
-38,641
-53% -$1.34M ﹤0.01% 2112
2026
Q1 		$2.44M Sell
73,156
-627
-0.8% -$20.6K ﹤0.01% 1670
2025
Q4 		$2.25M Sell
73,783
-25,566
-26% -$757K ﹤0.01% 1523
2025
Q3 		$2.81M Buy
99,349
+22,848
+30% +$628K ﹤0.01% 1453
2025
Q2 		$2.1M Buy
76,501
+15,103
+25% +$405K ﹤0.01% 1542
2025
Q1 		$1.4M Sell
61,398
-106,796
-63% -$2.64M ﹤0.01% 1627
2024
Q4 		$4.31M Buy
168,194
+18,682
+12% +$478K 0.01% 1126
2024
Q3 		$4.03M Buy
149,512
+5,345
+4% +$154K ﹤0.01% 1083
2024
Q2 		$4.32M Buy
144,167
+112,699
+358% +$3.94M 0.01% 1060
2024
Q1 		$1.23M Buy
+31,468
New +$1.18M ﹤0.01% 1569
2023
Q3 		– Sell
-150,000
Closed -$4.83M – 2739
2023
Q2 		$4.83M Buy
+150,000
New +$4.83M 0.01% 1033

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

Marshall Wace's VTMX Position: Q2 2026 in Review

Marshall Wace reduced its Vesta Real Estate (VTMX) stake by 53% in Q2 2026, selling an estimated $1.34M and leaving 34,515 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Marshall Wace first reported a position in VTMX in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.83M in Q2 2023. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Marshall Wace held 34,515 shares of Vesta Real Estate worth $1.18M as of Q2 2026.
  • Marshall Wace sold 38,641 Vesta Real Estate shares in Q2 2026, an estimated $1.34M.
  • Vesta Real Estate made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2112 holding.
  • Marshall Wace first reported a position in Vesta Real Estate in Q2 2023 and has held it in 11 quarters since.
  • Marshall Wace's Vesta Real Estate position peaked at $4.83M in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.