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Vesta Real Estate
VTMX

65 hedge funds and large institutions have $233M invested in Vesta Real Estate in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $210M → $233M (+$22.9M)

5% more funds holding

Funds holding: 62 → 65 (+3)

0.11% more ownership

Funds ownership: 7.8% → 7.91% (+0.11%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
18
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$16.4M
2
Lazard Asset Management
Lazard Asset Management
New York
+$2.02M
3
CG
Carmignac Gestion
France
+$860K
4
QCM
QRG Capital Management
Illinois
+$359K
5
AI
Acuitas Investments
Washington
+$292K

Top Sellers

Rank Fund Capital Flow
1
AA
ABC Arbitrage
France
-$3.86M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.83M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.55M
4
Bank of America
Bank of America
North Carolina
-$2.13M
5
Morgan Stanley
Morgan Stanley
New York
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Farther Finance Advisors
California
$11.6K -$5.48K -167 -33%
LFG
52
Larson Financial Group
Missouri
$11.4K +$11.2K +341 New
ASN
53
Advisory Services Network
Georgia
$6.34K +$6.23K +190 New
EWA
54
EverSource Wealth Advisors
Alabama
$3.4K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$2.81K +$2.46K +75 +750%
JWA
56
JFS Wealth Advisors
Pennsylvania
$2.8K – – –
NA
57
NewEdge Advisors
Louisiana
$1.93K – – –
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$1.9K – – –
NS
59
NBC Securities
Alabama
$1.13K – – –
BIA
60
Bell Investment Advisors
California
$501 +$492 +15 New
MCM
61
MAI Capital Management
Ohio
$267 – – –
SHIM
62
Stone House Investment Management
Pennsylvania
$267 +$262 +8 New
IAS
63
IMA Advisory Services
Colorado
$100 -$33 -1 -25%
SS
64
SBI Securities
Japan
$33 – – –
WIM
65
Westside Investment Management
California
$33 – – –
Millennium Management
66
Millennium Management
New York
– -$1.24M -40,625 Closed
ADEF
67
ABS Direct Equity Fund
Connecticut
– -$1.12M -36,800 Closed
N
68
Nuveen
North Carolina
– -$622K -20,391 Closed
Verition Fund Management
69
Verition Fund Management
Connecticut
– -$367K -12,024 Closed
Jane Street
70
Jane Street
New York
– -$336K -11,028 Closed
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
– -$50.8K -1,667 Closed
AAP
72
Arax Advisory Partners
Colorado
– -$3.6K -118 Closed
Wells Fargo
73
Wells Fargo
California
– -$854 -28 Closed
1 2
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VTMX Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q1 2026, worth a combined $233M — up 11% from $210M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTMX positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $16.4M. The largest seller was ABC Arbitrage, cutting an estimated $3.86M.

  • 65 institutional investors held Vesta Real Estate (VTMX) as of Q1 2026, up from 62 in Q4 2025.
  • Funds reported $233M of Vesta Real Estate stock for Q1 2026, up 11% quarter-over-quarter.
  • 14 funds opened new Vesta Real Estate positions in Q1 2026 and 8 closed out, a net change of +6 holders.
  • The largest Vesta Real Estate buyer in Q1 2026 was Itau Unibanco Holding S.A., an estimated $16.4M added.
  • The largest Vesta Real Estate seller in Q1 2026 was ABC Arbitrage, an estimated $3.86M sold.

Based on aggregated 13F filings for Q1 2026.