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
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

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

Rockefeller Capital Management's VTMX Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Vesta Real Estate (VTMX) stake by 29% in Q2 2026, selling an estimated $18K and leaving 1,244 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Rockefeller Capital Management first reported a position in VTMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.8K in Q1 2026. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Rockefeller Capital Management held 1,244 shares of Vesta Real Estate worth $42.7K as of Q2 2026.
  • Rockefeller Capital Management sold 519 Vesta Real Estate shares in Q2 2026, an estimated $18K.
  • Vesta Real Estate made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3439 holding.
  • Rockefeller Capital Management first reported a position in Vesta Real Estate in Q4 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Vesta Real Estate position peaked at $58.8K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.