SC
VTMX icon

Savant Capital’s Vesta Real Estate VTMX Stock Holding History

Savant Capital’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 		$207K Buy
+6,194
New +$203K ﹤0.01% 1392
2025
Q4 		– Sell
-9,015
Closed -$255K – 1434
2025
Q3 		$255K Buy
+9,015
New +$248K ﹤0.01% 1113

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

Savant Capital's VTMX Position: Q1 2026 in Review

Savant Capital opened a new position in Vesta Real Estate (VTMX) in Q1 2026: 6,194 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Savant Capital previously reported a position in VTMX as recently as Q3 2025.

Savant Capital first reported a position in VTMX in Q3 2025 and has held it in 2 quarters since. The position peaked at $255K in Q3 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Savant Capital held 6,194 shares of Vesta Real Estate worth $207K as of Q1 2026.
  • Vesta Real Estate was a new Savant Capital position in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1392 holding.
  • Savant Capital first reported a position in Vesta Real Estate in Q3 2025 and has held it in 2 quarters since.
  • Savant Capital's Vesta Real Estate position peaked at $255K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.