LPC
Long Pond Capital’s Vesta Real Estate VTMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-949,940
| Closed | -$21.7M | – | 41 |
|
|
2025
Q1 | $21.7M | Sell |
949,940
-1,713,229
| -64% | -$39.1M | 1.41% | 20 |
|
|
2024
Q4 | $68.2M | Buy |
2,663,169
+30,000
| +1% | +$768K | 3.46% | 10 |
|
|
2024
Q3 | $70.9M | Buy |
2,633,169
+1,005,735
| +62% | +$27.1M | 3.18% | 11 |
|
|
2024
Q2 | $48.8M | Buy |
1,627,434
+576,343
| +55% | +$17.3M | 2.61% | 14 |
|
|
2024
Q1 | $41.2M | Buy |
1,051,091
+556,870
| +113% | +$21.9M | 2.36% | 15 |
|
|
2023
Q4 | $19.6M | Buy |
+494,221
| New | +$19.6M | 1.57% | 23 |
|
|
2023
Q3 | – | Sell |
-315,000
| Closed | -$10.1M | – | 37 |
|
|
2023
Q2 | $10.1M | Buy |
+315,000
| New | +$10.1M | 0.6% | 25 |
|