Schroder Investment Management Group
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Schroder Investment Management Group’s Vesta Real Estate VTMX Stock Holding History

Schroder Investment Management Group’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
2023
Q4 		– Sell
-24,976
Closed -$821K – 1277
2023
Q3 		$821K Buy
+24,976
New +$885K ﹤0.01% 1038

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Janus Henderson Group
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CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
WCP
Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Schroder Investment Management Group's VTMX Position: Q4 2023 in Review

Schroder Investment Management Group sold out of Vesta Real Estate (VTMX) in Q4 2023, closing a stake of 24,976 shares — an estimated $821K sold.

Schroder Investment Management Group first reported a position in VTMX in Q3 2023 and held it in 1 quarter. The position peaked at $821K in Q3 2023. 66 funds tracked by Wall St. Rank hold VTMX as of Q4 2023.

  • Schroder Investment Management Group reported no remaining Vesta Real Estate position as of Q4 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 24,976 Vesta Real Estate shares in Q4 2023, an estimated $821K.
  • Schroder Investment Management Group first reported a position in Vesta Real Estate in Q3 2023 and held it in 1 quarter.
  • Schroder Investment Management Group's Vesta Real Estate position peaked at $821K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held Vesta Real Estate as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.