UBS Group
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UBS Group’s Vesta Real Estate VTMX Stock Holding History

UBS 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
2026
Q1 		$2.7M Sell
80,962
-11,027
-12% -$362K ﹤0.01% 4694
2025
Q4 		$2.8M Buy
91,989
+10,503
+13% +$311K ﹤0.01% 4638
2025
Q3 		$2.31M Sell
81,486
-2,959
-4% -$81.3K ﹤0.01% 4816
2025
Q2 		$2.31M Sell
84,445
-7,618
-8% -$204K ﹤0.01% 4659
2025
Q1 		$2.1M Buy
92,063
+60,761
+194% +$1.5M ﹤0.01% 4662
2024
Q4 		$801K Buy
31,302
+23,435
+298% +$600K ﹤0.01% 5482
2024
Q3 		$212K Buy
7,867
+7,329
+1,362% +$212K ﹤0.01% 5833
2024
Q2 		$16.1K Buy
538
+536
+26,800% +$18.7K ﹤0.01% 7444
2024
Q1 		$78 Sell
2
-262
-99% -$9.79K ﹤0.01% 8874
2023
Q4 		$10.5K Buy
264
+202
+326% +$7.08K ﹤0.01% 7439
2023
Q3 		$2.04K Sell
62
-838
-93% -$29.7K ﹤0.01% 7781
2023
Q2 		$29K Buy
+900
New +$29K ﹤0.01% 6730

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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

UBS Group's VTMX Position: Q1 2026 in Review

UBS Group reduced its Vesta Real Estate (VTMX) stake by 12% in Q1 2026, selling an estimated $362K and leaving 80,962 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #4694.

UBS Group first reported a position in VTMX in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.8M in Q4 2025. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • UBS Group held 80,962 shares of Vesta Real Estate worth $2.7M as of Q1 2026.
  • UBS Group sold 11,027 Vesta Real Estate shares in Q1 2026, an estimated $362K.
  • Vesta Real Estate made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4694 holding.
  • UBS Group first reported a position in Vesta Real Estate in Q2 2023 and has held it in 12 quarters since.
  • UBS Group's Vesta Real Estate position peaked at $2.8M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.