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Vesta Real Estate

74 hedge funds and large institutions have $289M invested in Vesta Real Estate in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

6% more funds holding

Funds holding: 7074 (+4)

0.16% less ownership

Funds ownership: 1.44%1.28% (-0.16%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

16% less capital invested

Capital invested by funds: $343M → $289M (-$53.6M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$1.09M -$154K -6,000 -12%
BIP
27
Brandes Investment Partners
California
$917K +$917K +35,838 New
UBS Group
28
UBS Group
Switzerland
$801K +$600K +23,435 +298%
Citadel Advisors
29
Citadel Advisors
Florida
$728K +$302K +11,816 +71%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$721K +$358K +13,979 +99%
LPL Financial
31
LPL Financial
California
$705K +$704K +27,529 New
TAM
32
Third Avenue Management
New York
$640K +$384K +15,000 +150%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$502K -$461 -18 -0.1%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$490K +$490K +19,136 New
DAS
35
Diversify Advisory Services
Utah
$386K +$130K +5,094 +45%
BCI
36
Brinker Capital Investments
Pennsylvania
$384K -$54.1K -2,115 -12%
OPS
37
Orion Portfolio Solutions
Nebraska
$384K -$54.1K -2,115 -12%
Victory Capital Management
38
Victory Capital Management
Texas
$342K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$308K +$108K +4,222 +54%
EC
40
EntryPoint Capital
New York
$304K +$67.5K +2,638 +29%
SG
41
StoneX Group
New York
$299K +$299K +11,688 New
SEI Investments
42
SEI Investments
Pennsylvania
$297K -$45.2K -1,766 -13%
CC
43
Centiva Capital
New York
$297K +$77.7K +3,036 +36%
BFG
44
Bleakley Financial Group
New Jersey
$231K -$8.37K -327 -3%
AIM
45
Aigen Investment Management
New York
$225K +$225K +8,779 New
Verition Fund Management
46
Verition Fund Management
Connecticut
$206K +$206K +8,064 New
Citigroup
47
Citigroup
New York
$111K -$38.9K -1,519 -26%
DZ Bank
48
DZ Bank
Germany
$97K -$35.7K -1,395 -27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$92K -$461 -18 -0.5%
Wells Fargo
50
Wells Fargo
California
$82.9K +$21.5K +840 +35%

VTMX Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2024, worth a combined $289M — down 16% from $343M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTMX positions and 14 closed out — a net gain of 4 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Macquarie Group, adding an estimated $4.11M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $9.17M sold.

  • 74 institutional investors held Vesta Real Estate (VTMX) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $289M of Vesta Real Estate stock for Q4 2024, down 16% quarter-over-quarter.
  • 18 funds opened new Vesta Real Estate positions in Q4 2024 and 14 closed out, a net change of +4 holders.
  • The largest Vesta Real Estate buyer in Q4 2024 was Macquarie Group, an estimated $4.11M added.
  • The largest Vesta Real Estate seller in Q4 2024 was Massachusetts Financial Services, an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2024.