RhumbLine Advisers
VTMX icon

RhumbLine Advisers’s Vesta Real Estate VTMX Stock Holding History

RhumbLine Advisers’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 		$44.2K Hold
1,288
– – ﹤0.01% 3701
2026
Q1 		$42.9K Buy
1,288
+4
+0.3% +$131 ﹤0.01% 3617
2025
Q4 		$39.1K Sell
1,284
-168
-12% -$4.97K ﹤0.01% 3678
2025
Q3 		$41.1K Hold
1,452
– – ﹤0.01% 3685
2025
Q2 		$39.8K Buy
1,452
+1,040
+252% +$27.9K ﹤0.01% 3703
2025
Q1 		$9.4K Sell
412
-3,180
-89% -$78.5K ﹤0.01% 3844
2024
Q4 		$92K Sell
3,592
-18
-0.5% -$461 ﹤0.01% 3501
2024
Q3 		$97.3K Hold
3,610
– – ﹤0.01% 3504
2024
Q2 		$108K Buy
3,610
+1,270
+54% +$44.4K ﹤0.01% 3500
2024
Q1 		$91.8K Hold
2,340
– – ﹤0.01% 3467
2023
Q4 		$92.7K Buy
2,340
+1,965
+524% +$68.8K ﹤0.01% 3474
2023
Q3 		$12.3K Buy
+375
New +$13.3K ﹤0.01% 3846

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

RhumbLine Advisers's VTMX Position: Q2 2026 in Review

RhumbLine Advisers held its Vesta Real Estate (VTMX) position steady in Q2 2026 at 1,288 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3701.

RhumbLine Advisers first reported a position in VTMX in Q3 2023 and has held it in 12 quarters since. The position peaked at $108K in Q2 2024. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • RhumbLine Advisers held 1,288 shares of Vesta Real Estate worth $44.2K as of Q2 2026.
  • RhumbLine Advisers left its Vesta Real Estate share count unchanged in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3701 holding.
  • RhumbLine Advisers first reported a position in Vesta Real Estate in Q3 2023 and has held it in 12 quarters since.
  • RhumbLine Advisers's Vesta Real Estate position peaked at $108K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.