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Vesta Real Estate

70 hedge funds and large institutions have $343M invested in Vesta Real Estate in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

0.04% less ownership

Funds ownership: 1.47%1.44% (-0.04%)

12% less capital invested

Capital invested by funds: $390M → $343M (-$47.8M)

14% less funds holding

Funds holding: 8170 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
70
Holders Change
-11
Holders Change %
-13.58%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
23
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Centiva Capital
New York
$230K -$32.6K -1,130 -12%
JP Morgan Chase
52
JP Morgan Chase
New York
$219K +$235K +8,125 New
UBS Group
53
UBS Group
Switzerland
$212K +$212K +7,329 +1,362%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$211K -$102K -3,542 -31%
Citigroup
55
Citigroup
New York
$158K -$336K -11,638 -67%
DZ Bank
56
DZ Bank
Germany
$140K +$76.4K +2,645 +104%
BTI
57
Blue Trust Inc
Georgia
$128K -$4.3K -149 -3%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$97.3K
Wells Fargo
59
Wells Fargo
California
$64.7K +$69.3K +2,400 New
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$33.4K +$1.3K +45 +4%
W
61
WealthCollab
Washington
$17.2K +$4.1K +142 +29%
PPC
62
Park Place Capital
Alabama
$12.6K
Osaic Holdings
63
Osaic Holdings
Arizona
$11.9K +$2.25K +78 +22%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$2.61K -$635 -22 -18%
NA
65
NewEdge Advisors
Louisiana
$1.62K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$835 +$895 +31 New
EWA
67
EverSource Wealth Advisors
Alabama
$808 -$2.92K -101 -77%
PS
68
Principal Securities
Iowa
$377 +$404 +14 New
CA
69
Continuum Advisory
Idaho
$302
WCP
70
Waterfront Capital Partners
New York
-$13.1M -436,856 Closed
Jennison Associates
71
Jennison Associates
New York
-$9.82M -327,537 Closed
BlackRock
72
BlackRock
New York
-$5.46M -182,088 Closed
BIC
73
B&I Capital
Switzerland
-$2.72M -90,800 Closed
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
-$1.42M -47,240 Closed
Franklin Resources
75
Franklin Resources
California
-$1.3M -43,242 Closed

VTMX Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q3 2024, worth a combined $343M — down 12% from $390M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of VTMX and 10 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 30 added.

The largest buyer was Long Pond Capital, adding an estimated $29M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $13.1M sold.

  • 70 institutional investors held Vesta Real Estate (VTMX) as of Q3 2024, down from 81 in Q2 2024.
  • Funds reported $343M of Vesta Real Estate stock for Q3 2024, down 12% quarter-over-quarter.
  • 10 funds opened new Vesta Real Estate positions in Q3 2024 and 21 closed out, a net change of -11 holders.
  • The largest Vesta Real Estate buyer in Q3 2024 was Long Pond Capital, an estimated $29M added.
  • The largest Vesta Real Estate seller in Q3 2024 was Waterfront Capital Partners, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.