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Vesta Real Estate

70 hedge funds and large institutions have $343M invested in Vesta Real Estate in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

0.04% less ownership

Funds ownership: 1.47%1.44% (-0.04%)

12% less capital invested

Capital invested by funds: $390M → $343M (-$47.8M)

14% less funds holding

Funds holding: 8170 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
70
Holders Change
-11
Holders Change %
-13.58%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
23
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
1
Long Pond Capital
New York
$70.9M +$29M +1,005,735 +62%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M -$5.94M -205,733 -10%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$39.7M +$6.9M +239,035 +19%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$23.4M +$4.24M +146,912 +20%
CG
5
Carmignac Gestion
France
$20.4M
Macquarie Group
6
Macquarie Group
Australia
$12.7M +$2.05M +71,174 +18%
CIM
7
Centersquare Investment Management
Pennsylvania
$11M -$976K -33,810 -8%
Lazard Asset Management
8
Lazard Asset Management
New York
$10.1M +$3.83M +132,552 +55%
Morgan Stanley
9
Morgan Stanley
New York
$9.47M +$4.07M +141,053 +67%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$9.17M -$8.99M -311,438 -48%
Millennium Management
11
Millennium Management
New York
$9.07M +$1.66M +57,395 +21%
Capital International Investors
12
Capital International Investors
California
$8.35M -$3.89M -134,858 -30%
TIM
13
Thornburg Investment Management
New Mexico
$7.39M -$2.66M -92,090 -25%
GPGA
14
Grandeur Peak Global Advisors
Utah
$6.92M +$22.8K +790 +0.3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$5.38M +$22.5K +779 +0.4%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$5.34M -$132K -4,569 -2%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$5.04M -$1.36M -47,280 -20%
CII
18
Capital International Inc
California
$4.67M +$284K +9,831 +6%
Marshall Wace
19
Marshall Wace
United Kingdom
$4.03M +$154K +5,345 +4%
Bank of America
20
Bank of America
North Carolina
$2.42M -$6.14M -212,738 -70%
Northern Trust
21
Northern Trust
Illinois
$2.19M +$753K +26,071 +47%
AFM
22
Anson Funds Management
Texas
$2.08M -$490K -16,990 -18%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$1.96M
CIS
24
Capital International Sarl
California
$1.95M -$1.15M -39,949 -36%
NC
25
Northcape Capital
Australia
$1.65M +$39.2K +1,358 +7%

VTMX Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q3 2024, worth a combined $343M — down 12% from $390M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of VTMX and 10 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 30 added.

The largest buyer was Long Pond Capital, adding an estimated $29M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $13.1M sold.

  • 70 institutional investors held Vesta Real Estate (VTMX) as of Q3 2024, down from 81 in Q2 2024.
  • Funds reported $343M of Vesta Real Estate stock for Q3 2024, down 12% quarter-over-quarter.
  • 10 funds opened new Vesta Real Estate positions in Q3 2024 and 21 closed out, a net change of -11 holders.
  • The largest Vesta Real Estate buyer in Q3 2024 was Long Pond Capital, an estimated $29M added.
  • The largest Vesta Real Estate seller in Q3 2024 was Waterfront Capital Partners, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.