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R Squared’s Vesta Real Estate VTMX Stock Holding History

R Squared’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 		$208K Buy
+6,230
New +$204K 0.11% 306
2025
Q1 		– Sell
-630
Closed -$16.1K – 1505
2024
Q4 		$16.1K Buy
+630
New +$16.1K 0.02% 978

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

R Squared's VTMX Position: Q1 2026 in Review

R Squared opened a new position in Vesta Real Estate (VTMX) in Q1 2026: 6,230 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #306 among its holdings. This is a return to the name: R Squared previously reported a position in VTMX as recently as Q4 2024.

R Squared first reported a position in VTMX in Q4 2024 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • R Squared held 6,230 shares of Vesta Real Estate worth $208K as of Q1 2026.
  • Vesta Real Estate was a new R Squared position in Q1 2026.
  • Vesta Real Estate made up 0.11% of R Squared's portfolio in Q1 2026, its #306 holding.
  • R Squared first reported a position in Vesta Real Estate in Q4 2024 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 R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.