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VTMX icon

SBI Securities’s Vesta Real Estate VTMX Stock Holding History

SBI Securities’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 		$34 Hold
1
– – ﹤0.01% 3754
2026
Q1 		$33 Hold
1
– – ﹤0.01% 3662
2025
Q4 		$30 Sell
1
-5
-83% -$148 ﹤0.01% 3696
2025
Q3 		$170 Sell
6
-6
-50% -$165 ﹤0.01% 3372
2025
Q2 		$329 Buy
12
+2
+20% +$54 ﹤0.01% 3138
2025
Q1 		$228 Buy
10
+1
+11% +$25 ﹤0.01% 3178
2024
Q4 		$230 Buy
+9
New +$230 ﹤0.01% 3186

Other funds holding VTMX

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

SBI Securities's VTMX Position: Q2 2026 in Review

SBI Securities held its Vesta Real Estate (VTMX) position steady in Q2 2026 at 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

SBI Securities first reported a position in VTMX in Q4 2024 and has held it in 7 quarters since. The position peaked at $329 in Q2 2025. 11 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • SBI Securities held 1 share of Vesta Real Estate worth $34 as of Q2 2026.
  • SBI Securities left its Vesta Real Estate share count unchanged in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3754 holding.
  • SBI Securities first reported a position in Vesta Real Estate in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Vesta Real Estate position peaked at $329 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.