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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
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 $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

NewEdge Advisors's VTMX Position: Q1 2026 in Review

NewEdge Advisors held its Vesta Real Estate (VTMX) position steady in Q1 2026 at 58 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

NewEdge Advisors first reported a position in VTMX in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.1K in Q4 2023. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • NewEdge Advisors held 58 shares of Vesta Real Estate worth $1.93K as of Q1 2026.
  • NewEdge Advisors left its Vesta Real Estate share count unchanged in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3818 holding.
  • NewEdge Advisors first reported a position in Vesta Real Estate in Q4 2023 and has held it in 10 quarters since.
  • NewEdge Advisors's Vesta Real Estate position peaked at $10.1K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.