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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
Q2 		$274 Hold
8
– – ﹤0.01% 1143
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 $580B AUM 38.23% 1-Year Est. Return
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Carmignac Gestion
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
Centersquare Investment Management
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

Stone House Investment Management's VTMX Position: Q2 2026 in Review

Stone House Investment Management held its Vesta Real Estate (VTMX) position steady in Q2 2026 at 8 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Stone House Investment Management first reported a position in VTMX in Q3 2025 and has held it in 3 quarters since. The position peaked at $566 in Q3 2025. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Stone House Investment Management held 8 shares of Vesta Real Estate worth $274 as of Q2 2026.
  • Stone House Investment Management left its Vesta Real Estate share count unchanged in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1143 holding.
  • Stone House Investment Management first reported a position in Vesta Real Estate in Q3 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's Vesta Real Estate position peaked at $566 in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.