We are live on ! Find out more
VTMX icon

Vesta Real Estate

81 hedge funds and large institutions have $390M invested in Vesta Real Estate in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

9% more funds holding

Funds holding: 7481 (+7)

0.1% less ownership

Funds ownership: 1.58%1.47% (-0.1%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

28% less capital invested

Capital invested by funds: $545M → $390M (-$155M)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Harbour Capital Advisors
Virginia
$357K +$102K +2,910 +33%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$341K -$61.5K -1,758 -13%
Victory Capital Management
53
Victory Capital Management
Texas
$304K +$170K +4,872 +93%
TAM
54
Third Avenue Management
New York
$300K +$350K +10,000 New
NW
55
NewEdge Wealth
Pennsylvania
$295K -$4.26K -122 -1%
CC
56
Centiva Capital
New York
$290K +$338K +9,680 New
VAS
57
Vestmark Advisory Solutions
Massachusetts
$277K -$10.7K -307 -3%
YIH
58
Y-Intercept (HK)
Hong Kong
$272K +$317K +9,068 New
BFG
59
Bleakley Financial Group
New Jersey
$265K +$41.7K +1,194 +16%
SW
60
Simplicity Wealth
New Jersey
$265K +$43K +1,230 +16%
BTI
61
Blue Trust Inc
Georgia
$173K +$23.7K +679 +18%
AP
62
Advisors Preferred
Maryland
$173K +$201K +5,735 New
LMGAM
63
Liberty Mutual Group Asset Management
Massachusetts
$114K -$773K -22,114 -85%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$108K +$44.4K +1,270 +54%
DZ Bank
65
DZ Bank
Germany
$76.2K
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$35.9K +$41.8K +1,196 New
Comerica Bank
67
Comerica Bank
Texas
$32.9K -$11.9K -339 -24%
UBS Group
68
UBS Group
Switzerland
$16.1K +$18.7K +536 +26,800%
W
69
WealthCollab
Washington
$14.9K +$8.36K +239 +93%
PPC
70
Park Place Capital
Alabama
$14K
Osaic Holdings
71
Osaic Holdings
Arizona
$10.9K +$11.8K +338 +1,408%
EWA
72
EverSource Wealth Advisors
Alabama
$3.85K +$2.69K +77 +143%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$3.62K +$1.26K +36 +43%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$2K +$629 +18 +43%
SWS
75
SYSTM Wealth Solutions
Illinois
$1.95K

VTMX Hedge Fund Activity: Q2 2024 in Review

81 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q2 2024, worth a combined $390M — down 28% from $545M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VTMX positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $35M.

  • 81 institutional investors held Vesta Real Estate (VTMX) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $390M of Vesta Real Estate stock for Q2 2024, down 28% quarter-over-quarter.
  • 15 funds opened new Vesta Real Estate positions in Q2 2024 and 8 closed out, a net change of +7 holders.
  • The largest Vesta Real Estate buyer in Q2 2024 was Long Pond Capital, an estimated $20.1M added.
  • The largest Vesta Real Estate seller in Q2 2024 was BlackRock, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.