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Vesta Real Estate
VTMX

62 hedge funds and large institutions have $210M invested in Vesta Real Estate in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.88% less ownership

Funds ownership: 8.67% → 7.8% (-0.88%)

3% less capital invested

Capital invested by funds: $216M → $210M (-$6.67M)

2% less funds holding

Funds holding: 63 → 62 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$5.64M
2
Bank of America
Bank of America
North Carolina
+$4.01M
3
AA
ABC Arbitrage
France
+$2.56M
4
M&T Bank
M&T Bank
New York
+$2.06M
5
CG
Carmignac Gestion
France
+$820K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.5M
2
Macquarie Group
Macquarie Group
Australia
-$8.87M
3
Morgan Stanley
Morgan Stanley
New York
-$1.71M
4
CIM
Centersquare Investment Management
Pennsylvania
-$1.06M
5
Marshall Wace
Marshall Wace
United Kingdom
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
51
JFS Wealth Advisors
Pennsylvania
$2.56K – – –
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$2.56K – – –
NA
53
NewEdge Advisors
Louisiana
$1.77K – – –
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$1.74K +$1.69K +57 New
NS
55
NBC Securities
Alabama
$1.04K +$178 +6 +21%
Wells Fargo
56
Wells Fargo
California
$854 – – –
Jones Financial Companies
57
Jones Financial Companies
Missouri
$457 +$444 +15 New
JP Morgan Chase
58
JP Morgan Chase
New York
$305 – – –
MCM
59
MAI Capital Management
Ohio
$244 – – –
IAS
60
IMA Advisory Services
Colorado
$121 +$118 +4 New
SS
61
SBI Securities
Japan
$30 -$148 -5 -83%
WIM
62
Westside Investment Management
California
$30 +$30 +1 New
Macquarie Group
63
Macquarie Group
Australia
– -$8.87M -313,686 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
64
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$630K -22,272 Closed
TCM
65
TT Capital Management
California
– -$382K -13,490 Closed
BFG
66
Bleakley Financial Group
New Jersey
– -$372K -13,165 Closed
SC
67
Savant Capital
Illinois
– -$255K -9,015 Closed
Bessemer Group
68
Bessemer Group
New Jersey
– -$2K -85 Closed
LFG
69
Larson Financial Group
Missouri
– -$1.67K -59 Closed
PTC
70
Private Trust Company
Ohio
– -$1.25K -44 Closed
PS
71
Principal Securities
Iowa
– -$679 -24 Closed
SHIM
72
Stone House Investment Management
Pennsylvania
– -$566 -20 Closed
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VTMX Hedge Fund Activity: Q4 2025 in Review

62 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2025, worth a combined $210M — down 3.1% from $216M a quarter earlier.

Fund positioning in VTMX was balanced in Q4 2025: 10 funds opened new positions, 10 closed out, 21 added to existing stakes and 20 trimmed.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $5.64M. The largest seller was Fidelity Investments, cutting an estimated $21.5M.

  • 62 institutional investors held Vesta Real Estate (VTMX) as of Q4 2025, down from 63 in Q3 2025.
  • Funds reported $210M of Vesta Real Estate stock for Q4 2025, down 3.1% quarter-over-quarter.
  • 10 funds opened new Vesta Real Estate positions in Q4 2025 and 10 closed out, a net change of 0 holders.
  • The largest Vesta Real Estate buyer in Q4 2025 was Itau Unibanco Holding S.A., an estimated $5.64M added.
  • The largest Vesta Real Estate seller in Q4 2025 was Fidelity Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2025.