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Vesta Real Estate

74 hedge funds and large institutions have $545M invested in Vesta Real Estate in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

12% more funds holding

Funds holding: 6674 (+8)

1% more capital invested

Capital invested by funds: $541M → $545M (+$4.34M)

0.04% less ownership

Funds ownership: 1.62%1.58% (-0.04%)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M +$19.1M +512,448 +24%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$55.5M -$8.72M -233,450 -14%
BlackRock
3
BlackRock
New York
$46.4M -$13.9M -370,975 -24%
LPC
4
Long Pond Capital
New York
$41.2M +$20.8M +556,870 +113%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$28.6M -$1.21M -32,309 -4%
CG
6
Carmignac Gestion
France
$28.2M
WCP
7
Waterfront Capital Partners
New York
$24.9M -$2.88M -77,120 -11%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$21.8M -$4.08M -109,124 -16%
Capital International Investors
9
Capital International Investors
California
$17.3M +$234K +6,252 +1%
Macquarie Group
10
Macquarie Group
Australia
$16.4M -$4.57M -122,470 -23%
TIM
11
Thornburg Investment Management
New Mexico
$14.4M -$92.9K -2,487 -0.7%
Lazard Asset Management
12
Lazard Asset Management
New York
$13.2M +$12.2M +326,679 +3,293%
Jennison Associates
13
Jennison Associates
New York
$12.9M +$6.14M +164,311 +99%
Millennium Management
14
Millennium Management
New York
$11.2M +$4.01M +107,251 +60%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$11M -$158K -4,230 -1%
American Century Companies
16
American Century Companies
Missouri
$10.8M -$1.49M -39,851 -13%
CIM
17
Centersquare Investment Management
Pennsylvania
$10M +$1.68M +44,907 +19%
GPGA
18
Grandeur Peak Global Advisors
Utah
$9.41M
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$8.04M -$65.8K -1,762 -0.9%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$7.96M -$540K -14,453 -7%
CII
21
Capital International Inc
California
$6.42M +$371K +9,939 +6%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$5.19M -$925K -24,764 -16%
CIS
23
Capital International Sarl
California
$4.41M
Bank of America
24
Bank of America
North Carolina
$4.01M -$5.53M -147,929 -59%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.78M

VTMX Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q1 2024, worth a combined $545M — up 0.8% from $541M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTMX positions and 9 closed out — a net gain of 8 holders — while 20 added to existing stakes and 26 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $20.8M. The largest seller was BlackRock, cutting an estimated $13.9M.

  • 74 institutional investors held Vesta Real Estate (VTMX) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $545M of Vesta Real Estate stock for Q1 2024, up 0.8% quarter-over-quarter.
  • 17 funds opened new Vesta Real Estate positions in Q1 2024 and 9 closed out, a net change of +8 holders.
  • The largest Vesta Real Estate buyer in Q1 2024 was Long Pond Capital, an estimated $20.8M added.
  • The largest Vesta Real Estate seller in Q1 2024 was BlackRock, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2024.