We are live on ! Find out more
VTMX icon

Vesta Real Estate

66 hedge funds and large institutions have $541M 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.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

67% more capital invested

Capital invested by funds: $325M → $541M (+$216M)

50% more funds holding

Funds holding: 4466 (+22)

0.45% more ownership

Funds ownership: 1.17%1.62% (+0.45%)

Holders
66
Holders Change
+22
Holders Change %
+50%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
30
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$83.2M +$3.13M +89,331 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$65.3M +$36.1M +1,031,922 +167%
BlackRock
3
BlackRock
New York
$61.5M +$18.4M +524,444 +51%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$30.2M +$26.7M +762,194 New
CG
5
Carmignac Gestion
France
$28.5M -$2.08M -59,423 -8%
WCP
6
Waterfront Capital Partners
New York
$28.2M +$7.08M +202,133 +40%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$26.3M +$18.8K +536 +0.1%
Macquarie Group
8
Macquarie Group
Australia
$21.4M +$5.62M +160,552 +42%
LPC
9
Long Pond Capital
New York
$19.6M +$17.3M +494,221 New
Capital International Investors
10
Capital International Investors
California
$17.3M
TIM
11
Thornburg Investment Management
New Mexico
$14.6M +$245K +7,006 +2%
American Century Companies
12
American Century Companies
Missouri
$12.5M +$1.04M +29,604 +10%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$11.3M +$3.08M +88,080 +45%
Bank of America
14
Bank of America
North Carolina
$9.91M +$5.36M +152,931 +157%
GPGA
15
Grandeur Peak Global Advisors
Utah
$9.5M +$719K +20,529 +9%
CIM
16
Centersquare Investment Management
Pennsylvania
$9.38M -$29.1K -830 -0.3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$8.61M -$154K -4,396 -2%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$8.19M -$364K -10,391 -5%
Millennium Management
19
Millennium Management
New York
$7.04M +$1.1M +31,381 +21%
Jennison Associates
20
Jennison Associates
New York
$6.56M -$729K -20,809 -11%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$6.22M +$123K +3,515 +2%
CII
22
Capital International Inc
California
$6.09M -$258K -7,355 -5%
CIS
23
Capital International Sarl
California
$4.45M
Morgan Stanley
24
Morgan Stanley
New York
$4.32M +$3.63M +103,673 +1,969%
GCM
25
Ghisallo Capital Management
Massachusetts
$3.96M +$3.5M +100,000 New

VTMX Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2023, worth a combined $541M — up 67% 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 $541M of Vesta Real Estate stock for Q4 2023, up 67% 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.