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Vesta Real Estate
VTMX

Overview Fund Activity

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.

Holders
66
Holders Change
+22
Holders Change %
+50%
% of All Funds
0.97%
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

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$65.3M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$30.2M
3
BlackRock
3
BlackRock
New York
$61.5M
4
LPC
4
Long Pond Capital
New York
$19.6M
5
WCP
5
Waterfront Capital Partners
New York
$28.2M

Top Sellers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$1.6M
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
CG
3
Carmignac Gestion
France
$28.5M
4
CHP
4
Castle Hook Partners
New York
$0
5
Jennison Associates
5
Jennison Associates
New York
$6.56M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$393K 9,916 +9,916 New
Lazard Asset Management
52
Lazard Asset Management
New York
$393K 9,921 +9,921 New
NW
53
NewEdge Wealth
Pennsylvania
$371K 9,365 +9,365 New
VAS
54
Vestmark Advisory Solutions
Massachusetts
$371K 9,365 +9,365 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$284K 7,162 +7,162 New
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$238K 6,000 +6,000 New
Victory Capital Management
57
Victory Capital Management
Texas
$209K 5,265 +5,265 New
DZ Bank
58
DZ Bank
Germany
$110K 2,770 +245 +10%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$92.7K 2,340 +1,965 +524%
BTI
60
Blue Trust Inc
Georgia
$66K 1,981 +1,981 New
Citigroup
61
Citigroup
New York
$46.8K 1,182 +357 +43%
FIA
62
FNY Investment Advisers
New York
$12K 308 +308 New
UBS Group
63
UBS Group
Switzerland
$10.5K 264 +202 +326%
NA
64
NewEdge Advisors
Louisiana
$10.1K 256 +256 New
MA
65
Montag & Associates
Georgia
$2.85K 72 +39 +118%
EWA
66
EverSource Wealth Advisors
Alabama
$634 16 +1 +7%
APG Asset Management
67
APG Asset Management
Netherlands
– – -200,000 Closed
CHP
68
Castle Hook Partners
New York
– – -40,000 Closed
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
– – -24,976 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
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