Vesta Real Estate (VTMX)

• Market cap: $2.42B
• 1 day: -1.89%
• 5 days: -1.13%
• 1 month: 5.14%
• 3 months: -4.17%
• 6 months: 18.14%
• Year to date: 8.40%
• 1 year: -2.64%
• 5 years: -13.07%
• 10 years: -13.07%
• Sector: Real Estate
• Industry: Real Estate Development

About: Corporacion Inmobiliaria Vesta SAB de CV is an internally managed real estate company that owns, manages, develops, and leases industrial properties in Mexico. The Company's primary business is the acquisition, development, and management of industrial and distribution center real estate. The company designs and constructs park-to-suit projects across various industries; undertakes build-to-suit projects; and provides site selection, design and engineering, and sale and leaseback services. The primary source of revenue is the rental income received from customers under operating leases. It serves aerospace, automotive, food and beverage, logistics, medical devices, plastics, and other industries.

Employees: 107

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

8.99% more ownership

Funds ownership: 1.3% [Q1] → 10.29% (+8.99%) [Q2]

6% less funds holding

Funds holding: 69 [Q1] → 65 (-4) [Q2]

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

21% less capital invested

Capital invested by funds: $316M [Q1] → $249M (-$67.2M) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $36 29% upside
• Avg. target: $37 32% upside
• High target: $38 36% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Barclays Pablo Monsivais	36% upside $38	Overweight Maintained	29 Jul 2025
UBS	29% upside $36	Buy Maintained	18 Jul 2025