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Pasadena Private Wealth’s Vesta Real Estate VTMX Stock Holding History

Pasadena Private Wealth’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 		$274K Buy
+8,000
New +$278K 0.03% 193

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

Pasadena Private Wealth's VTMX Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Vesta Real Estate (VTMX) in Q2 2026: 8,000 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Pasadena Private Wealth held 8,000 shares of Vesta Real Estate worth $274K as of Q2 2026.
  • Vesta Real Estate was a new Pasadena Private Wealth position in Q2 2026.
  • Vesta Real Estate made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #193 holding.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.