WIM
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Westside Investment Management’s Vesta Real Estate VTMX Stock Holding History

Westside Investment Management’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 		– Sell
-1
Closed -$33 – 1511
2026
Q1 		$33 Hold
1
– – ﹤0.01% 1466
2025
Q4 		$30 Buy
+1
New +$30 ﹤0.01% 1486

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

Westside Investment Management's VTMX Position: Q2 2026 in Review

Westside Investment Management sold out of Vesta Real Estate (VTMX) in Q2 2026, closing a stake of 1 share — an estimated $33 sold.

Westside Investment Management first reported a position in VTMX in Q4 2025 and held it in 2 quarters. The position peaked at $33 in Q1 2026. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Westside Investment Management reported no remaining Vesta Real Estate position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 1 Vesta Real Estate share in Q2 2026, an estimated $33.
  • Westside Investment Management first reported a position in Vesta Real Estate in Q4 2025 and held it in 2 quarters.
  • Westside Investment Management's Vesta Real Estate position peaked at $33 in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.