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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
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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
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
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBC Securities's VTMX Position: Q1 2026 in Review

NBC Securities held its Vesta Real Estate (VTMX) position steady in Q1 2026 at 34 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

NBC Securities first reported a position in VTMX in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • NBC Securities held 34 shares of Vesta Real Estate worth $1.13K as of Q1 2026.
  • NBC Securities left its Vesta Real Estate share count unchanged in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #2396 holding.
  • NBC Securities first reported a position in Vesta Real Estate in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.