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Vesta Real Estate

63 hedge funds and large institutions have $216M invested in Vesta Real Estate in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% less ownership

Funds ownership: 10.29%8.67% (-1.6%)

5% less funds holding

Funds holding: 6663 (-3)

13% less capital invested

Capital invested by funds: $249M → $216M (-$32.1M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$2.38K
Bessemer Group
52
Bessemer Group
New Jersey
$2K +$2.33K +85 New
LFG
53
Larson Financial Group
Missouri
$1.67K -$165 -6 -9%
NA
54
NewEdge Advisors
Louisiana
$1.64K
PTC
55
Private Trust Company
Ohio
$1.25K
Wells Fargo
56
Wells Fargo
California
$792
NS
57
NBC Securities
Alabama
$792 +$769 +28 New
PS
58
Principal Securities
Iowa
$679 -$412 -15 -38%
SHIM
59
Stone House Investment Management
Pennsylvania
$566 +$549 +20 New
AAP
60
Arax Advisory Partners
Colorado
$509 +$495 +18 New
JP Morgan Chase
61
JP Morgan Chase
New York
$283
MCM
62
MAI Capital Management
Ohio
$227 -$27 -1 -11%
SS
63
SBI Securities
Japan
$170 -$165 -6 -50%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
-$3.3M -120,300 Closed
M&T Bank
65
M&T Bank
New York
-$2.06M -75,083 Closed
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
-$1.37M -50,000 Closed
AI
67
Acuitas Investments
Washington
-$745K -27,200 Closed
Victory Capital Management
68
Victory Capital Management
Texas
-$251K -9,177 Closed
VF
69
Virtu Financial
New York
-$232K -8,473 Closed
CIAM
70
Caitong International Asset Management
Hong Kong
-$1.31K -48 Closed
TRCT
71
Tower Research Capital (TRC)
New York
-$1.18K -43 Closed
RAM
72
Riggs Asset Management
Pennsylvania
-$822 -30 Closed
GWM
73
Geneos Wealth Management
Colorado
-$657 -24 Closed
Jones Financial Companies
74
Jones Financial Companies
Missouri
-$627 -23 Closed

VTMX Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q3 2025, worth a combined $216M — down 13% from $249M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VTMX and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Bank of America, adding an estimated $891K. The largest seller was Fidelity Investments, cutting an estimated $13.5M.

  • 63 institutional investors held Vesta Real Estate (VTMX) as of Q3 2025, down from 66 in Q2 2025.
  • Funds reported $216M of Vesta Real Estate stock for Q3 2025, down 13% quarter-over-quarter.
  • 9 funds opened new Vesta Real Estate positions in Q3 2025 and 12 closed out, a net change of -3 holders.
  • The largest Vesta Real Estate buyer in Q3 2025 was Bank of America, an estimated $891K added.
  • The largest Vesta Real Estate seller in Q3 2025 was Fidelity Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2025.