RS
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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
Q2 		$336K Buy
9,799
+3,569
+57% +$124K 0.18% 180
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 $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

R Squared's VTMX Position: Q2 2026 in Review

R Squared increased its Vesta Real Estate (VTMX) stake by 57% in Q2 2026, buying an estimated $124K and bringing the position to 9,799 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #180.

R Squared first reported a position in VTMX in Q4 2024 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • R Squared held 9,799 shares of Vesta Real Estate worth $336K as of Q2 2026.
  • R Squared bought 3,569 Vesta Real Estate shares in Q2 2026, an estimated $124K.
  • Vesta Real Estate made up 0.18% of R Squared's portfolio in Q2 2026, its #180 holding.
  • R Squared first reported a position in Vesta Real Estate in Q4 2024 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.