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Stone House Investment Management’s Vesta Real Estate VTMX Stock Holding History

Stone House Investment Management’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 		$267 Buy
+8
New +$262 ﹤0.01% 915
2025
Q4 		– Sell
-20
Closed -$566 – 942
2025
Q3 		$566 Buy
+20
New +$549 ﹤0.01% 637

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

Stone House Investment Management's VTMX Position: Q1 2026 in Review

Stone House Investment Management opened a new position in Vesta Real Estate (VTMX) in Q1 2026: 8 shares worth $267. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Stone House Investment Management previously reported a position in VTMX as recently as Q3 2025.

Stone House Investment Management first reported a position in VTMX in Q3 2025 and has held it in 2 quarters since. The position peaked at $566 in Q3 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Stone House Investment Management held 8 shares of Vesta Real Estate worth $267 as of Q1 2026.
  • Vesta Real Estate was a new Stone House Investment Management position in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #915 holding.
  • Stone House Investment Management first reported a position in Vesta Real Estate in Q3 2025 and has held it in 2 quarters since.
  • Stone House Investment Management's Vesta Real Estate position peaked at $566 in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.