Vesta Real Estate
VTMX
66 hedge funds and large institutions have $540M invested in Vesta Real Estate in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
657% more capital inflows, than outflows
Capital inflows: $152M | Capital outflows: $20M
329% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 7
50% more funds holding
Funds holding: 44 → 66 (+22)
3.72% more ownership
Funds ownership: 11.93% → 15.65% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.1M |
| 2 |
Janus Henderson Group
London,
|
+$26.7M |
| 3 |
BlackRock
New York
|
+$18.4M |
| 4 |
Long Pond Capital
New York
|
+$17.3M |
| 5 |
Waterfront Capital Partners
New York
|
+$7.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$7.71M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$6.57M |
| 3 |
Carmignac Gestion
Paris,
France
|
-$2.08M |
| 4 |
Castle Hook Partners
New York
|
-$1.31M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$821K |
VTMX Hedge Fund Activity: Q4 2023 in Review
66 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2023, worth a combined $540M — up 66% from $325M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VTMX positions and 3 closed out — a net gain of 22 holders — while 30 added to existing stakes and 7 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $36.1M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $7.71M.
- 66 institutional investors held Vesta Real Estate (VTMX) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $540M of Vesta Real Estate stock for Q4 2023, up 66% quarter-over-quarter.
- 25 funds opened new Vesta Real Estate positions in Q4 2023 and 3 closed out, a net change of +22 holders.
- The largest Vesta Real Estate buyer in Q4 2023 was Wellington Management Group, an estimated $36.1M added.
- The largest Vesta Real Estate seller in Q4 2023 was Itau Unibanco Holding S.A., an estimated $7.71M sold.
Based on aggregated 13F filings for Q4 2023.