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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
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 $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

WealthCollab's VTMX Position: Q1 2026 in Review

WealthCollab held its Vesta Real Estate (VTMX) position steady in Q1 2026 at 390 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #477.

WealthCollab first reported a position in VTMX in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.9K in Q4 2024. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • WealthCollab held 390 shares of Vesta Real Estate worth $13K as of Q1 2026.
  • WealthCollab left its Vesta Real Estate share count unchanged in Q1 2026.
  • Vesta Real Estate made up 0.01% of WealthCollab's portfolio in Q1 2026, its #477 holding.
  • WealthCollab first reported a position in Vesta Real Estate in Q1 2024 and has held it in 9 quarters since.
  • WealthCollab's Vesta Real Estate position peaked at $18.9K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.