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WealthCollab’s Vesta Real Estate VTMX Stock Holding History

WealthCollab’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 		$21.4K Buy
625
+235
+60% +$8.16K 0.01% 401
2026
Q1 		$13K Hold
390
– – 0.01% 477
2025
Q4 		$11.9K Hold
390
– – ﹤0.01% 515
2025
Q3 		$11K Sell
390
-87
-18% -$2.39K 0.01% 505
2025
Q2 		$13.1K Sell
477
-206
-30% -$5.53K 0.01% 428
2025
Q1 		$15.6K Sell
683
-54
-7% -$1.33K 0.01% 372
2024
Q4 		$18.9K Buy
737
+99
+16% +$2.53K 0.01% 325
2024
Q3 		$17.2K Buy
638
+142
+29% +$4.1K 0.01% 344
2024
Q2 		$14.9K Buy
496
+239
+93% +$8.36K 0.01% 354
2024
Q1 		$10.1K Buy
+257
New +$9.6K 0.01% 428

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

WealthCollab's VTMX Position: Q2 2026 in Review

WealthCollab increased its Vesta Real Estate (VTMX) stake by 60% in Q2 2026, buying an estimated $8.16K and bringing the position to 625 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #401.

WealthCollab first reported a position in VTMX in Q1 2024 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • WealthCollab held 625 shares of Vesta Real Estate worth $21.4K as of Q2 2026.
  • WealthCollab bought 235 Vesta Real Estate shares in Q2 2026, an estimated $8.16K.
  • Vesta Real Estate made up 0.01% of WealthCollab's portfolio in Q2 2026, its #401 holding.
  • WealthCollab first reported a position in Vesta Real Estate in Q1 2024 and has held it in 10 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.