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
Q2 		$3.43M Buy
100,013
+19,051
+24% +$662K ﹤0.01% 4565
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 $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

UBS Group's VTMX Position: Q2 2026 in Review

UBS Group increased its Vesta Real Estate (VTMX) stake by 24% in Q2 2026, buying an estimated $662K and bringing the position to 100,013 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #4565.

UBS Group first reported a position in VTMX in Q2 2023 and has held it in 13 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • UBS Group held 100,013 shares of Vesta Real Estate worth $3.43M as of Q2 2026.
  • UBS Group bought 19,051 Vesta Real Estate shares in Q2 2026, an estimated $662K.
  • Vesta Real Estate made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4565 holding.
  • UBS Group first reported a position in Vesta Real Estate in Q2 2023 and has held it in 13 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.