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Vesta Real Estate
VTMX

66 hedge funds and large institutions have $541M invested in Vesta Real Estate in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

67% more capital invested

Capital invested by funds: $325M → $541M (+$216M)

50% more funds holding

Funds holding: 44 → 66 (+22)

0.45% more ownership

Funds ownership: 1.17% → 1.62% (+0.45%)

Holders
66
Holders Change
+22
Holders Change %
+50%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
30
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$26.7M
3
BlackRock
BlackRock
New York
+$18.4M
4
LPC
Long Pond Capital
New York
+$17.3M
5
WCP
Waterfront Capital Partners
New York
+$7.08M

Top Sellers

Rank Fund Capital Flow
1
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$7.71M
2
APG Asset Management
APG Asset Management
Netherlands
-$6.57M
3
CG
Carmignac Gestion
France
-$2.08M
4
CHP
Castle Hook Partners
New York
-$1.31M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$821K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.08M +$2.73M +77,841 New
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.81M +$337K +9,614 +16%
Northern Trust
28
Northern Trust
Illinois
$2.59M +$2.29M +65,273 New
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$2.28M – – –
Jane Street
30
Jane Street
New York
$2.21M +$264K +7,531 +16%
MIM
31
Monashee Investment Management
Massachusetts
$2.18M +$1.93M +55,000 New
CWM
32
Calamos Wealth Management
Illinois
$1.66M +$69.4K +1,982 +5%
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$1.6M -$7.71M -220,000 -84%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$1.52M +$1.35M +38,412 New
LMGAM
35
Liberty Mutual Group Asset Management
Massachusetts
$1.46M +$587K +16,749 +83%
Verition Fund Management
36
Verition Fund Management
Connecticut
$1.39M +$1.23M +35,000 New
M&T Bank
37
M&T Bank
New York
$1.36M +$1.21M +34,427 New
SGDR
38
SPX Gestao de Recursos
Brazil
$1.15M +$1.02M +29,011 New
QC
39
Quadrature Capital
United Kingdom
$1.01M +$892K +25,456 New
Citadel Advisors
40
Citadel Advisors
Florida
$995K +$880K +25,122 New
Neuberger Berman Group
41
Neuberger Berman Group
New York
$897K +$180K +5,132 +29%
SGM
42
Seven Grand Managers
New York
$792K +$700K +20,000 New
CWM
43
Congress Wealth Management
Massachusetts
$768K +$365K +10,414 +116%
NC
44
Northcape Capital
Australia
$722K +$69.6K +1,986 +20%
JF
45
Jump Financial
Illinois
$648K +$573K +16,350 New
BCI
46
Brinker Capital Investments
Pennsylvania
$635K +$126K +3,596 +28%
OPS
47
Orion Portfolio Solutions
Nebraska
$635K +$126K +3,596 +28%
SC
48
Samlyn Capital
New York
$595K +$526K +15,028 New
CG
49
Compass Group
New York
$594K – – –
IWC
50
Integrated Wealth Concepts
Massachusetts
$465K +$30.1K +860 +8%
1
2
3

VTMX Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2023, worth a combined $541M — up 67% from $325M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VTMX positions and 3 closed out — a net gain of 22 holders — while 30 added to existing stakes and 7 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $36.1M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $7.71M.

  • 66 institutional investors held Vesta Real Estate (VTMX) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $541M of Vesta Real Estate stock for Q4 2023, up 67% quarter-over-quarter.
  • 25 funds opened new Vesta Real Estate positions in Q4 2023 and 3 closed out, a net change of +22 holders.
  • The largest Vesta Real Estate buyer in Q4 2023 was Wellington Management Group, an estimated $36.1M added.
  • The largest Vesta Real Estate seller in Q4 2023 was Itau Unibanco Holding S.A., an estimated $7.71M sold.

Based on aggregated 13F filings for Q4 2023.