Massachusetts Financial Services
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Massachusetts Financial Services’s Vesta Real Estate VTMX Stock Holding History

Massachusetts Financial Services’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
2024
Q4 		– Sell
-340,283
Closed -$9.17M – 929
2024
Q3 		$9.17M Sell
340,283
-311,438
-48% -$8.99M ﹤0.01% 644
2024
Q2 		$19.5M Buy
651,721
+96,548
+17% +$3.38M 0.01% 583
2024
Q1 		$21.8M Sell
555,173
-109,124
-16% -$4.08M 0.01% 569
2023
Q4 		$26.3M Buy
664,297
+536
+0.1% +$18.8K 0.01% 545
2023
Q3 		$21.8M Buy
663,761
+114,624
+21% +$4.06M 0.01% 552
2023
Q2 		$17.7M Buy
+549,137
New +$17.7M 0.01% 572

Other funds holding VTMX

LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Massachusetts Financial Services's VTMX Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Vesta Real Estate (VTMX) in Q4 2024, closing a stake of 340,283 shares — an estimated $9.17M sold.

Massachusetts Financial Services first reported a position in VTMX in Q2 2023 and held it in 6 quarters. The position peaked at $26.3M in Q4 2023. 74 funds tracked by Wall St. Rank hold VTMX as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Vesta Real Estate position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 340,283 Vesta Real Estate shares in Q4 2024, an estimated $9.17M.
  • Massachusetts Financial Services first reported a position in Vesta Real Estate in Q2 2023 and held it in 6 quarters.
  • Massachusetts Financial Services's Vesta Real Estate position peaked at $26.3M in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.