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VTMX icon

NewEdge Advisors’s Vesta Real Estate VTMX Stock Holding History

NewEdge Advisors’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 		$374K Buy
10,905
+10,847
+18,702% +$377K ﹤0.01% 2327
2026
Q1 		$1.93K Hold
58
– – ﹤0.01% 3818
2025
Q4 		$1.77K Hold
58
– – ﹤0.01% 3906
2025
Q3 		$1.64K Hold
58
– – ﹤0.01% 3815
2025
Q2 		$1.59K Hold
58
– – ﹤0.01% 3660
2025
Q1 		$1.32K Sell
58
-2
-3% -$49 ﹤0.01% 3587
2024
Q4 		$1.54K Hold
60
– – ﹤0.01% 3496
2024
Q3 		$1.62K Hold
60
– – ﹤0.01% 3424
2024
Q2 		$1.8K Sell
60
-121
-67% -$4.23K ﹤0.01% 3360
2024
Q1 		$7.1K Sell
181
-75
-29% -$2.8K ﹤0.01% 3015
2023
Q4 		$10.1K Buy
+256
New +$8.97K ﹤0.01% 2838

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

NewEdge Advisors's VTMX Position: Q2 2026 in Review

NewEdge Advisors increased its Vesta Real Estate (VTMX) stake by 18,702% in Q2 2026, buying an estimated $377K and bringing the position to 10,905 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

NewEdge Advisors first reported a position in VTMX in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • NewEdge Advisors held 10,905 shares of Vesta Real Estate worth $374K as of Q2 2026.
  • NewEdge Advisors bought 10,847 Vesta Real Estate shares in Q2 2026, an estimated $377K.
  • Vesta Real Estate made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2327 holding.
  • NewEdge Advisors first reported a position in Vesta Real Estate in Q4 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.