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Seven Grand Managers’s Vesta Real Estate VTMX Stock Holding History

Seven Grand Managers’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
2024
Q1 		– Sell
-20,000
Closed -$792K – 64
2023
Q4 		$792K Buy
+20,000
New +$700K 0.76% 29

Other funds holding VTMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Seven Grand Managers's VTMX Position: Q1 2024 in Review

Seven Grand Managers sold out of Vesta Real Estate (VTMX) in Q1 2024, closing a stake of 20,000 shares — an estimated $792K sold.

Seven Grand Managers first reported a position in VTMX in Q4 2023 and held it in 1 quarter. The position peaked at $792K in Q4 2023. 74 funds tracked by Wall St. Rank hold VTMX as of Q1 2024.

  • Seven Grand Managers reported no remaining Vesta Real Estate position as of Q1 2024 after selling out during the quarter.
  • Seven Grand Managers sold 20,000 Vesta Real Estate shares in Q1 2024, an estimated $792K.
  • Seven Grand Managers first reported a position in Vesta Real Estate in Q4 2023 and held it in 1 quarter.
  • Seven Grand Managers's Vesta Real Estate position peaked at $792K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2024.

Based on Seven Grand Managers's 13F filing for Q1 2024, filed 23 Apr 2024.