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Pinnacle Wealth Planning Services’s Vesta Real Estate VTMX Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.9K Hold
57
– – ﹤0.01% 2453
2025
Q4 		$1.74K Buy
+57
New +$1.69K ﹤0.01% 2506

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

Pinnacle Wealth Planning Services's VTMX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Vesta Real Estate (VTMX) position steady in Q1 2026 at 57 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Pinnacle Wealth Planning Services first reported a position in VTMX in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 57 shares of Vesta Real Estate worth $1.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Vesta Real Estate share count unchanged in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2453 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vesta Real Estate in Q4 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.