We are live on ! Find out more
VTMX icon

Vesta Real Estate

69 hedge funds and large institutions have $316M invested in Vesta Real Estate in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $289M → $316M (+$26.8M)

0.02% more ownership

Funds ownership: 1.28%1.3% (+0.02%)

7% less funds holding

Funds holding: 7469 (-5)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
51
Park Place Capital
Alabama
$10.7K
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$9.4K -$78.5K -3,180 -89%
TRCT
53
Tower Research Capital (TRC)
New York
$6.52K +$6.94K +281 +5,620%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$3.02K
BI
55
Binnacle Investments
Iowa
$2.76K +$2.99K +121 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$2.23K +$420 +17 +20%
CIAM
57
Caitong International Asset Management
Hong Kong
$1.44K +$963 +39 +163%
NA
58
NewEdge Advisors
Louisiana
$1.32K -$49 -2 -3%
GWM
59
Geneos Wealth Management
Colorado
$1.14K +$1.24K +50 New
JWA
60
JFS Wealth Advisors
Pennsylvania
$1.05K +$642 +26 +130%
PTC
61
Private Trust Company
Ohio
$1K +$1.09K +44 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$919 +$568 +23 +135%
GI
63
GAMMA Investing
California
$798 -$543 -22 -39%
JP Morgan Chase
64
JP Morgan Chase
New York
$798 -$74 -3 -8%
PS
65
Principal Securities
Iowa
$691
EWA
66
EverSource Wealth Advisors
Alabama
$433
SS
67
SBI Securities
Japan
$228 +$25 +1 +11%
MCM
68
MAI Capital Management
Ohio
$206
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
-$22.3M -871,584 Closed
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
-$5.03M -196,411 Closed
Northern Trust
71
Northern Trust
Illinois
-$2.16M -84,536 Closed
Millennium Management
72
Millennium Management
New York
-$1.5M -58,542 Closed
TJHA
73
Thomas J. Herzfeld Advisors
Florida
-$1.09M -42,412 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$728K -28,431 Closed
LPL Financial
75
LPL Financial
California
-$705K -27,529 Closed

VTMX Hedge Fund Activity: Q1 2025 in Review

69 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q1 2025, worth a combined $316M — up 9.3% from $289M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VTMX and 14 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $40.1M. The largest seller was Long Pond Capital, cutting an estimated $42.3M.

  • 69 institutional investors held Vesta Real Estate (VTMX) as of Q1 2025, down from 74 in Q4 2024.
  • Funds reported $316M of Vesta Real Estate stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 14 funds opened new Vesta Real Estate positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest Vesta Real Estate buyer in Q1 2025 was Morgan Stanley, an estimated $40.1M added.
  • The largest Vesta Real Estate seller in Q1 2025 was Long Pond Capital, an estimated $42.3M sold.

Based on aggregated 13F filings for Q1 2025.