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Vesta Real Estate

74 hedge funds and large institutions have $289M invested in Vesta Real Estate in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

6% more funds holding

Funds holding: 7074 (+4)

0.16% less ownership

Funds ownership: 1.44%1.28% (-0.16%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

16% less capital invested

Capital invested by funds: $343M → $289M (-$53.6M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
1
Long Pond Capital
New York
$68.2M +$768K +30,000 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.4M -$6.51M -254,500 -14%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$34.6M -$3.13M -122,219 -8%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$22.3M +$61.5K +2,404 +0.3%
CG
5
Carmignac Gestion
France
$18.9M -$512K -20,000 -3%
Macquarie Group
6
Macquarie Group
Australia
$16.2M +$4.11M +160,522 +34%
CIM
7
Centersquare Investment Management
Pennsylvania
$11.3M +$886K +34,620 +8%
Capital International Investors
8
Capital International Investors
California
$7.93M
TIM
9
Thornburg Investment Management
New Mexico
$6.83M -$190K -7,437 -3%
GPGA
10
Grandeur Peak Global Advisors
Utah
$6.75M +$169K +6,592 +3%
Morgan Stanley
11
Morgan Stanley
New York
$6.65M -$2.35M -92,013 -26%
Lazard Asset Management
12
Lazard Asset Management
New York
$6.21M -$3.37M -131,728 -35%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$5.03M -$85.8K -3,353 -2%
CII
14
Capital International Inc
California
$4.74M +$299K +11,679 +7%
Marshall Wace
15
Marshall Wace
United Kingdom
$4.31M +$478K +18,682 +12%
Northern Trust
16
Northern Trust
Illinois
$2.16M +$83.8K +3,274 +4%
Bank of America
17
Bank of America
North Carolina
$2.1M -$193K -7,528 -8%
SC
18
Samlyn Capital
New York
$1.91M +$1.56M +60,823 +444%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.87M +$1.87M +73,000 New
CIS
20
Capital International Sarl
California
$1.77M -$83.7K -3,271 -5%
Millennium Management
21
Millennium Management
New York
$1.5M -$7.12M -278,108 -83%
Goldman Sachs
22
Goldman Sachs
New York
$1.47M +$539K +21,066 +58%
M&T Bank
23
M&T Bank
New York
$1.34M -$17.1K -670 -1%
NC
24
Northcape Capital
Australia
$1.24M -$167K -6,513 -31%
N
25
Nuveen
North Carolina
$1.2M +$242K +9,448 +25%

VTMX Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q4 2024, worth a combined $289M — down 16% from $343M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTMX positions and 14 closed out — a net gain of 4 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Macquarie Group, adding an estimated $4.11M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $9.17M sold.

  • 74 institutional investors held Vesta Real Estate (VTMX) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $289M of Vesta Real Estate stock for Q4 2024, down 16% quarter-over-quarter.
  • 18 funds opened new Vesta Real Estate positions in Q4 2024 and 14 closed out, a net change of +4 holders.
  • The largest Vesta Real Estate buyer in Q4 2024 was Macquarie Group, an estimated $4.11M added.
  • The largest Vesta Real Estate seller in Q4 2024 was Massachusetts Financial Services, an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2024.