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Private Trust Company’s Vesta Real Estate VTMX Stock Holding History

Private Trust Company’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
-44
Closed -$1.25K – 2681
2025
Q3 		$1.25K Hold
44
– – ﹤0.01% 2412
2025
Q2 		$1.21K Hold
44
– – ﹤0.01% 2345
2025
Q1 		$1K Buy
+44
New +$1.09K ﹤0.01% 2362

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

Private Trust Company's VTMX Position: Q4 2025 in Review

Private Trust Company sold out of Vesta Real Estate (VTMX) in Q4 2025, closing a stake of 44 shares — an estimated $1.25K sold.

Private Trust Company first reported a position in VTMX in Q1 2025 and held it in 3 quarters. The position peaked at $1.25K in Q3 2025. 62 funds tracked by Wall St. Rank hold VTMX as of Q4 2025.

  • Private Trust Company reported no remaining Vesta Real Estate position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 44 Vesta Real Estate shares in Q4 2025, an estimated $1.25K.
  • Private Trust Company first reported a position in Vesta Real Estate in Q1 2025 and held it in 3 quarters.
  • Private Trust Company's Vesta Real Estate position peaked at $1.25K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.