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Vesta Real Estate
VTMX

74 hedge funds and large institutions have $545M invested in Vesta Real Estate in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

12% more funds holding

Funds holding: 66 → 74 (+8)

1% more capital invested

Capital invested by funds: $541M → $545M (+$4.34M)

0.04% less ownership

Funds ownership: 1.62% → 1.58% (-0.04%)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
+$20.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.1M
3
Lazard Asset Management
Lazard Asset Management
New York
+$12.2M
4
Jennison Associates
Jennison Associates
New York
+$6.14M
5
Millennium Management
Millennium Management
New York
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.72M
3
Bank of America
Bank of America
North Carolina
-$5.53M
4
Macquarie Group
Macquarie Group
Australia
-$4.57M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.77M -$1.43M -38,380 -35%
MIM
27
Monashee Investment Management
Massachusetts
$2.75M +$560K +15,000 +27%
Northern Trust
28
Northern Trust
Illinois
$2.59M +$27.8K +744 +1%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$2.26M – – –
DB
30
Danske Bank
Denmark
$1.97M +$1.88M +50,300 New
GCM
31
Ghisallo Capital Management
Massachusetts
$1.96M -$1.87M -50,000 -50%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$1.51M – – –
M&T Bank
33
M&T Bank
New York
$1.35M – – –
Marshall Wace
34
Marshall Wace
United Kingdom
$1.23M +$1.18M +31,468 New
CWM
35
Calamos Wealth Management
Illinois
$1.15M -$470K -12,577 -30%
LMGAM
36
Liberty Mutual Group Asset Management
Massachusetts
$1.02M -$412K -11,040 -30%
NC
37
Northcape Capital
Australia
$922K +$74.8K +2,002 +17%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$849K -$36.8K -984 -4%
BCI
39
Brinker Capital Investments
Pennsylvania
$660K +$19.1K +510 +3%
OPS
40
Orion Portfolio Solutions
Nebraska
$660K +$19.1K +510 +3%
CWM
41
Congress Wealth Management
Massachusetts
$634K -$121K -3,228 -17%
SC
42
Samlyn Capital
New York
$554K -$34K -910 -6%
SEI Investments
43
SEI Investments
Pennsylvania
$534K +$138K +3,693 +37%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$515K +$222K +5,954 +83%
IWC
45
Integrated Wealth Concepts
Massachusetts
$460K – – –
VAS
46
Vestmark Advisory Solutions
Massachusetts
$374K +$6.54K +175 +2%
NW
47
NewEdge Wealth
Pennsylvania
$358K +$22.6K +605 +6%
HCA
48
Harbour Capital Advisors
Virginia
$353K +$334K +8,931 New
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$316K +$301K +8,050 New
QC
50
Quadrature Capital
United Kingdom
$304K -$661K -17,707 -70%
1
2
3 4

VTMX Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q1 2024, worth a combined $545M — up 0.8% from $541M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTMX positions and 9 closed out — a net gain of 8 holders — while 20 added to existing stakes and 26 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $20.8M. The largest seller was BlackRock, cutting an estimated $13.9M.

  • 74 institutional investors held Vesta Real Estate (VTMX) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $545M of Vesta Real Estate stock for Q1 2024, up 0.8% quarter-over-quarter.
  • 17 funds opened new Vesta Real Estate positions in Q1 2024 and 9 closed out, a net change of +8 holders.
  • The largest Vesta Real Estate buyer in Q1 2024 was Long Pond Capital, an estimated $20.8M added.
  • The largest Vesta Real Estate seller in Q1 2024 was BlackRock, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2024.