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Vesta Real Estate
VTMX

81 hedge funds and large institutions have $390M invested in Vesta Real Estate in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

9% more funds holding

Funds holding: 74 → 81 (+7)

0.1% less ownership

Funds ownership: 1.58% → 1.47% (-0.1%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

28% less capital invested

Capital invested by funds: $545M → $390M (-$155M)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
+$20.1M
2
Bank of America
Bank of America
North Carolina
+$7M
3
CIM
Centersquare Investment Management
Pennsylvania
+$5.58M
4
Morgan Stanley
Morgan Stanley
New York
+$4.89M
5
Marshall Wace
Marshall Wace
United Kingdom
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$35M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.6M
3
American Century Companies
American Century Companies
Missouri
-$8.19M
4
WCP
Waterfront Capital Partners
New York
-$6.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$1.8K -$4.23K -121 -67%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$690 +$804 +23 New
LIA
78
Lynx Investment Advisory
District of Columbia
$570 +$664 +19 New
CA
79
Continuum Advisory
Idaho
$360 – – –
Barclays
80
Barclays
United Kingdom
$300 – – –
TRCT
81
Tower Research Capital (TRC)
New York
$180 +$210 +6 New
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
– -$2.78M -70,953 Closed
MIM
83
Monashee Investment Management
Massachusetts
– -$2.75M -70,000 Closed
DB
84
Danske Bank
Denmark
– -$1.97M -50,300 Closed
CWM
85
Calamos Wealth Management
Illinois
– -$1.15M -29,310 Closed
IWC
86
Integrated Wealth Concepts
Massachusetts
– -$460K -11,730 Closed
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
– -$235K -6,000 Closed
VPIM
88
Vanguard Personalized Indexing Management
California
– -$211K -5,370 Closed
Wells Fargo
89
Wells Fargo
California
– -$1.26K -32 Closed
1 2 3
4

VTMX Hedge Fund Activity: Q2 2024 in Review

81 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q2 2024, worth a combined $390M — down 28% from $545M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VTMX positions and 8 closed out — a net gain of 7 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $20.1M. The largest seller was BlackRock, cutting an estimated $35M.

  • 81 institutional investors held Vesta Real Estate (VTMX) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $390M of Vesta Real Estate stock for Q2 2024, down 28% quarter-over-quarter.
  • 15 funds opened new Vesta Real Estate positions in Q2 2024 and 8 closed out, a net change of +7 holders.
  • The largest Vesta Real Estate buyer in Q2 2024 was Long Pond Capital, an estimated $20.1M added.
  • The largest Vesta Real Estate seller in Q2 2024 was BlackRock, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.