Rockefeller Capital Management
VTMX icon

Rockefeller Capital Management’s Vesta Real Estate VTMX Stock Holding History

Rockefeller Capital Management’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
Q3 		$20.6K Sell
641
-603
-48% -$20.5K ﹤0.01% 3886
2026
Q2 		$42.7K Sell
1,244
-519
-29% -$18K ﹤0.01% 3439
2026
Q1 		$58.8K Sell
1,763
-101
-5% -$3.31K ﹤0.01% 3183
2025
Q4 		$56.8K Buy
+1,864
New +$55.2K ﹤0.01% 3011

Other funds holding VTMX

Carmignac Gestion
Carmignac Gestion Paris, France $7.4B AUM 1.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Rockefeller Capital Management's VTMX Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Vesta Real Estate (VTMX) stake by 48% in Q3 2026, selling an estimated $20.5K and leaving 641 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

Rockefeller Capital Management first reported a position in VTMX in Q4 2025 and has held it in 4 quarters since. The position peaked at $58.8K in Q1 2026. 52 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

  • Rockefeller Capital Management held 641 shares of Vesta Real Estate worth $20.6K as of Q3 2026.
  • Rockefeller Capital Management sold 603 Vesta Real Estate shares in Q3 2026, an estimated $20.5K.
  • Vesta Real Estate made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3886 holding.
  • Rockefeller Capital Management first reported a position in Vesta Real Estate in Q4 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Vesta Real Estate position peaked at $58.8K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.