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
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 $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

RhumbLine Advisers's VTMX Position: Q1 2026 in Review

RhumbLine Advisers increased its Vesta Real Estate (VTMX) stake by 0.31% in Q1 2026, buying an estimated $131 and bringing the position to 1,288 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

RhumbLine Advisers first reported a position in VTMX in Q3 2023 and has held it in 11 quarters since. The position peaked at $108K in Q2 2024. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • RhumbLine Advisers held 1,288 shares of Vesta Real Estate worth $42.9K as of Q1 2026.
  • RhumbLine Advisers bought 4 Vesta Real Estate shares in Q1 2026, an estimated $131.
  • Vesta Real Estate made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3617 holding.
  • RhumbLine Advisers first reported a position in Vesta Real Estate in Q3 2023 and has held it in 11 quarters since.
  • RhumbLine Advisers's Vesta Real Estate position peaked at $108K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.