Wells Fargo
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Wells Fargo’s Vesta Real Estate VTMX Stock Holding History

Wells Fargo’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 		– Sell
-28
Closed -$854 – 7474
2025
Q4 		$854 Hold
28
– – ﹤0.01% 6295
2025
Q3 		$792 Hold
28
– – ﹤0.01% 6271
2025
Q2 		$767 Sell
28
-3,140
-99% -$84.3K ﹤0.01% 6337
2025
Q1 		$72.3K Sell
3,168
-72
-2% -$1.78K ﹤0.01% 5260
2024
Q4 		$82.9K Buy
3,240
+840
+35% +$21.5K ﹤0.01% 5298
2024
Q3 		$64.7K Buy
+2,400
New +$69.3K ﹤0.01% 5252
2024
Q2 		– Sell
-32
Closed -$1.26K – 7511
2024
Q1 		$1.26K Buy
+32
New +$1.2K ﹤0.01% 6103

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

Wells Fargo's VTMX Position: Q1 2026 in Review

Wells Fargo sold out of Vesta Real Estate (VTMX) in Q1 2026, closing a stake of 28 shares — an estimated $854 sold.

Wells Fargo first reported a position in VTMX in Q1 2024 and held it in 7 quarters. The position peaked at $82.9K in Q4 2024. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Wells Fargo reported no remaining Vesta Real Estate position as of Q1 2026 after selling out during the quarter.
  • Wells Fargo sold 28 Vesta Real Estate shares in Q1 2026, an estimated $854.
  • Wells Fargo first reported a position in Vesta Real Estate in Q1 2024 and held it in 7 quarters.
  • Wells Fargo's Vesta Real Estate position peaked at $82.9K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.