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Vesta Real Estate

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: 6674 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Bleakley Financial Group
New Jersey
$300K +$285K +7,636 New
SW
52
Simplicity Wealth
New Jersey
$298K +$284K +7,600 New
JF
53
Jump Financial
Illinois
$250K -$373K -9,986 -61%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$235K
VPIM
55
Vanguard Personalized Indexing Management
California
$211K +$201K +5,370 New
Goldman Sachs
56
Goldman Sachs
New York
$207K -$2.71M -72,571 -93%
Victory Capital Management
57
Victory Capital Management
Texas
$207K
Citigroup
58
Citigroup
New York
$205K +$151K +4,041 +342%
BTI
59
Blue Trust Inc
Georgia
$146K +$65.3K +1,748 +88%
DZ Bank
60
DZ Bank
Germany
$99.7K -$8.59K -230 -8%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$91.8K
Comerica Bank
62
Comerica Bank
Texas
$56.3K +$53.6K +1,436 New
PPC
63
Park Place Capital
Alabama
$18.4K +$17.5K +468 New
W
64
WealthCollab
Washington
$10.1K +$9.6K +257 New
NA
65
NewEdge Advisors
Louisiana
$7.1K -$2.8K -75 -29%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$3.26K +$3.1K +83 New
SWS
67
SYSTM Wealth Solutions
Illinois
$2.55K +$2.43K +65 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2K +$1.57K +42 New
EWA
69
EverSource Wealth Advisors
Alabama
$1.92K +$1.42K +38 +238%
Wells Fargo
70
Wells Fargo
California
$1.26K +$1.2K +32 New
Osaic Holdings
71
Osaic Holdings
Arizona
$942 +$896 +24 New
CA
72
Continuum Advisory
Idaho
$440 +$448 +12 New
Barclays
73
Barclays
United Kingdom
$392 +$374 +10 New
UBS Group
74
UBS Group
Switzerland
$78 -$9.79K -262 -99%
Jane Street
75
Jane Street
New York
-$2.21M -55,887 Closed

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.