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 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	Sell	70,558 -38,380	-35%	-$1.43M	﹤0.01%	4361
2023 Q4	$4.32M	Buy	108,938 +103,673	+1,969%	+$3.63M	﹤0.01%	4457
2023 Q3	$173K	Buy	+5,265	New	+$187K	﹤0.01%	5647

Other funds holding VTMX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's VTMX Position: Q1 2026 in Review

Morgan Stanley reduced its Vesta Real Estate (VTMX) stake by 41% in Q1 2026, selling an estimated $1.55M and leaving 66,878 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #4697.

Morgan Stanley first reported a position in VTMX in Q3 2023 and has held it in 11 quarters since. The position peaked at $43M in Q1 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

Morgan Stanley held 66,878 shares of Vesta Real Estate worth $2.23M as of Q1 2026.
Morgan Stanley sold 47,275 Vesta Real Estate shares in Q1 2026, an estimated $1.55M.
Vesta Real Estate made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4697 holding.
Morgan Stanley first reported a position in Vesta Real Estate in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's Vesta Real Estate position peaked at $43M in Q1 2025.
65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.