SEI Investments
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SEI Investments’s Vesta Real Estate VTMX Stock Holding History

SEI Investments’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 		$473K Buy
13,798
+375
+3% +$13K ﹤0.01% 2663
2026
Q1 		$448K Sell
13,423
-100
-0.7% -$3.28K ﹤0.01% 2692
2025
Q4 		$412K Sell
13,523
-4,179
-24% -$124K ﹤0.01% 2597
2025
Q3 		$501K Buy
17,702
+720
+4% +$19.8K ﹤0.01% 2228
2025
Q2 		$465K Buy
16,982
+1,896
+13% +$50.9K ﹤0.01% 2216
2025
Q1 		$344K Buy
15,086
+3,480
+30% +$85.9K ﹤0.01% 2280
2024
Q4 		$297K Sell
11,606
-1,766
-13% -$45.2K ﹤0.01% 2359
2024
Q3 		$360K Buy
13,372
+117
+0.9% +$3.38K ﹤0.01% 2288
2024
Q2 		$398K Sell
13,255
-354
-3% -$12.4K ﹤0.01% 2229
2024
Q1 		$534K Buy
13,609
+3,693
+37% +$138K ﹤0.01% 2090
2023
Q4 		$393K Buy
+9,916
New +$347K ﹤0.01% 2209

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

SEI Investments's VTMX Position: Q2 2026 in Review

SEI Investments increased its Vesta Real Estate (VTMX) stake by 2.8% in Q2 2026, buying an estimated $13K and bringing the position to 13,798 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

SEI Investments first reported a position in VTMX in Q4 2023 and has held it in 11 quarters since. The position peaked at $534K in Q1 2024. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • SEI Investments held 13,798 shares of Vesta Real Estate worth $473K as of Q2 2026.
  • SEI Investments bought 375 Vesta Real Estate shares in Q2 2026, an estimated $13K.
  • Vesta Real Estate made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2663 holding.
  • SEI Investments first reported a position in Vesta Real Estate in Q4 2023 and has held it in 11 quarters since.
  • SEI Investments's Vesta Real Estate position peaked at $534K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.