Morgan Stanley’s Vesta Real Estate VTMX Stock Holding History

Morgan Stanley’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	$3.63M	Buy	105,889 +39,011	+58%	+$1.36M	﹤0.01%	4450
2026 Q1	$2.23M	Sell	66,878 -47,275	-41%	-$1.55M	﹤0.01%	4697
2025 Q4	$3.48M	Sell	114,153 -57,770	-34%	-$1.71M	﹤0.01%	4440
2025 Q3	$4.86M	Sell	171,923 -313,009	-65%	-$8.6M	﹤0.01%	4173
2025 Q2	$13.3M	Sell	484,932 -1,400,330	-74%	-$37.6M	﹤0.01%	3177
2025 Q1	$43M	Buy	1,885,262 +1,625,674	+626%	+$40.1M	﹤0.01%	1943
2024 Q4	$6.65M	Sell	259,588 -92,013	-26%	-$2.35M	﹤0.01%	3750
2024 Q3	$9.47M	Buy	351,601 +141,053	+67%	+$4.07M	﹤0.01%	3466
2024 Q2	$6.31M	Buy	210,548 +139,990	+198%	+$4.89M	﹤0.01%	3698
2024 Q1	$2.77M	Buy	70,558 +16,089	+30%	+$601K	﹤0.01%	4361
2023 Q4	$2.16M	Buy	54,469 +49,204	+935%	+$1.72M	﹤0.01%	4457
2023 Q3	$173K	Buy	+5,265	New	+$187K	﹤0.01%	5647

Other funds holding VTMX

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's VTMX Position: Q2 2026 in Review

Morgan Stanley increased its Vesta Real Estate (VTMX) stake by 58% in Q2 2026, buying an estimated $1.36M and bringing the position to 105,889 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Morgan Stanley first reported a position in VTMX in Q3 2023 and has held it in 12 quarters since. The position peaked at $43M in Q1 2025. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

Morgan Stanley held 105,889 shares of Vesta Real Estate worth $3.63M as of Q2 2026.
Morgan Stanley bought 39,011 Vesta Real Estate shares in Q2 2026, an estimated $1.36M.
Vesta Real Estate made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4450 holding.
Morgan Stanley first reported a position in Vesta Real Estate in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's Vesta Real Estate position peaked at $43M in Q1 2025.
68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.