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Vesta Real Estate

74 hedge funds and large institutions have $289M invested in Vesta Real Estate in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

6% more funds holding

Funds holding: 7074 (+4)

0.16% less ownership

Funds ownership: 1.44%1.28% (-0.16%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

16% less capital invested

Capital invested by funds: $343M → $289M (-$53.6M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
51
Militia Capital Partners
Nevada
$75.5K +$75.5K +2,950 New
BTI
52
Blue Trust Inc
Georgia
$73.8K -$35.2K -1,376 -32%
JEST
53
JTC Employer Solutions Trustee
Jersey
$56K +$55.9K +2,184 New
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$45.7K +$13.1K +513 +41%
W
55
WealthCollab
Washington
$18.9K +$2.53K +99 +16%
RS
56
R Squared
Hong Kong
$16.1K +$16.1K +630 New
PPC
57
Park Place Capital
Alabama
$12K
Osaic Holdings
58
Osaic Holdings
Arizona
$10.9K -$358 -14 -3%
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$3.02K +$3.02K +118 New
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$2.1K -$307 -12 -12%
NA
61
NewEdge Advisors
Louisiana
$1.54K
GI
62
GAMMA Investing
California
$1.46K +$1.46K +57 New
JP Morgan Chase
63
JP Morgan Chase
New York
$973 -$207K -8,087 -100%
PS
64
Principal Securities
Iowa
$691 +$333 +13 +93%
CIAM
65
Caitong International Asset Management
Hong Kong
$614 +$614 +24 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$589 +$588 +23 New
JWA
67
JFS Wealth Advisors
Pennsylvania
$512 +$512 +20 New
EWA
68
EverSource Wealth Advisors
Alabama
$486 -$281 -11 -37%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$438 -$358 -14 -45%
CA
70
Continuum Advisory
Idaho
$307
MCM
71
MAI Capital Management
Ohio
$231 +$230 +9 New
SS
72
SBI Securities
Japan
$230 +$230 +9 New
TRCT
73
Tower Research Capital (TRC)
New York
$128 +$128 +5 New
Massachusetts Financial Services
74
Massachusetts Financial Services
Massachusetts
-$9.17M -340,283 Closed
Allspring Global Investments
75
Allspring Global Investments
North Carolina
-$5.34M -198,200 Closed

VTMX Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2024, worth a combined $289M — down 16% from $343M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTMX positions and 14 closed out — a net gain of 4 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Macquarie Group, adding an estimated $4.11M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $9.17M sold.

  • 74 institutional investors held Vesta Real Estate (VTMX) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $289M of Vesta Real Estate stock for Q4 2024, down 16% quarter-over-quarter.
  • 18 funds opened new Vesta Real Estate positions in Q4 2024 and 14 closed out, a net change of +4 holders.
  • The largest Vesta Real Estate buyer in Q4 2024 was Macquarie Group, an estimated $4.11M added.
  • The largest Vesta Real Estate seller in Q4 2024 was Massachusetts Financial Services, an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2024.