Orion Portfolio Solutions’s Vesta Real Estate VTMX Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$390K	Buy	17,084 +2,072	+14%	+$51.2K	﹤0.01%	1514
2024 Q4	$384K	Sell	15,012 -2,115	-12%	-$54.1K	﹤0.01%	1442
2024 Q3	$461K	Buy	17,127 +526	+3%	+$15.2K	﹤0.01%	1363
2024 Q2	$498K	Sell	16,601 -225	-1%	-$7.87K	0.01%	1277
2024 Q1	$660K	Buy	16,826 +510	+3%	+$19.1K	0.01%	1163
2023 Q4	$635K	Buy	16,316 +3,596	+28%	+$126K	0.01%	1125
2023 Q3	$418K	Buy	+12,720	New	+$451K	0.01%	1269

Other funds holding VTMX

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Orion Portfolio Solutions's VTMX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vesta Real Estate (VTMX) stake by 14% in Q1 2025, buying an estimated $51.2K and bringing the position to 17,084 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Orion Portfolio Solutions first reported a position in VTMX in Q3 2023 and has held it in 7 quarters since. The position peaked at $660K in Q1 2024. 69 funds tracked by Wall St. Rank hold VTMX as of Q1 2025.

Orion Portfolio Solutions held 17,084 shares of Vesta Real Estate worth $390K as of Q1 2025.
Orion Portfolio Solutions bought 2,072 Vesta Real Estate shares in Q1 2025, an estimated $51.2K.
Vesta Real Estate made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1514 holding.
Orion Portfolio Solutions first reported a position in Vesta Real Estate in Q3 2023 and has held it in 7 quarters since.
Orion Portfolio Solutions's Vesta Real Estate position peaked at $660K in Q1 2024.
69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.