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NBC Securities’s Vesta Real Estate VTMX Stock Holding History

NBC Securities’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 		$1.17K Hold
34
– – ﹤0.01% 2307
2026
Q1 		$1.13K Hold
34
– – ﹤0.01% 2396
2025
Q4 		$1.04K Buy
34
+6
+21% +$178 ﹤0.01% 2535
2025
Q3 		$792 Buy
+28
New +$769 ﹤0.01% 2584

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

NBC Securities's VTMX Position: Q2 2026 in Review

NBC Securities held its Vesta Real Estate (VTMX) position steady in Q2 2026 at 34 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

NBC Securities first reported a position in VTMX in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • NBC Securities held 34 shares of Vesta Real Estate worth $1.17K as of Q2 2026.
  • NBC Securities left its Vesta Real Estate share count unchanged in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2307 holding.
  • NBC Securities first reported a position in Vesta Real Estate in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.