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Principal Securities’s Vesta Real Estate VTMX Stock Holding History

Principal Securities’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
Q4 		– Sell
-24
Closed -$679 – 3462
2025
Q3 		$679 Sell
24
-15
-38% -$412 ﹤0.01% 3483
2025
Q2 		$1.07K Buy
39
+12
+44% +$322 ﹤0.01% 3320
2025
Q1 		$691 Hold
27
– – ﹤0.01% 3292
2024
Q4 		$691 Buy
27
+13
+93% +$333 ﹤0.01% 3285
2024
Q3 		$377 Buy
+14
New +$404 ﹤0.01% 3313

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Principal Securities's VTMX Position: Q4 2025 in Review

Principal Securities sold out of Vesta Real Estate (VTMX) in Q4 2025, closing a stake of 24 shares — an estimated $679 sold.

Principal Securities first reported a position in VTMX in Q3 2024 and held it in 5 quarters. The position peaked at $1.07K in Q2 2025. 62 funds tracked by Wall St. Rank hold VTMX as of Q4 2025.

  • Principal Securities reported no remaining Vesta Real Estate position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 24 Vesta Real Estate shares in Q4 2025, an estimated $679.
  • Principal Securities first reported a position in Vesta Real Estate in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Vesta Real Estate position peaked at $1.07K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.