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Vesta Real Estate

66 hedge funds and large institutions have $249M invested in Vesta Real Estate in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

8.99% more ownership

Funds ownership: 1.3%10.29% (+9%)

4% less funds holding

Funds holding: 6966 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

21% less capital invested

Capital invested by funds: $316M → $249M (-$67.2M)

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.8M +$26M +970,537 +52%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$55.1M +$8.86M +330,092 +20%
CG
3
Carmignac Gestion
France
$21M +$834K +31,085 +4%
Morgan Stanley
4
Morgan Stanley
New York
$13.3M -$37.6M -1,400,330 -74%
CIM
5
Centersquare Investment Management
Pennsylvania
$9.56M +$1.16M +43,240 +14%
Macquarie Group
6
Macquarie Group
Australia
$9.36M -$6.57M -244,980 -42%
Lazard Asset Management
7
Lazard Asset Management
New York
$8.8M +$536K +19,967 +7%
BlackRock
8
BlackRock
New York
$7.04M +$3.44M +128,046 +99%
GPGA
9
Grandeur Peak Global Advisors
Utah
$6.18M +$177K +6,592 +3%
AA
10
ABC Arbitrage
France
$5.46M +$3.83M +142,660 +252%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.6M -$5.12M -190,900 -59%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$3.3M +$3.23M +120,300 New
Bank of America
13
Bank of America
North Carolina
$3.16M -$12.1M -450,771 -80%
UBS Group
14
UBS Group
Switzerland
$2.31M -$204K -7,618 -8%
Marshall Wace
15
Marshall Wace
United Kingdom
$2.1M +$405K +15,103 +25%
M&T Bank
16
M&T Bank
New York
$2.06M +$320K +11,923 +19%
SC
17
Samlyn Capital
New York
$1.96M -$78.8K -2,936 -4%
Capital International Investors
18
Capital International Investors
California
$1.74M -$6.61M -246,354 -79%
Jane Street
19
Jane Street
New York
$1.54M +$1.15M +42,950 +322%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$1.37M +$215K +8,000 +19%
N
21
Nuveen
North Carolina
$1.32M -$79K -2,943 -6%
BIP
22
Brandes Investment Partners
California
$1.08M +$145K +5,418 +16%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.02M +$275K +10,236 +38%
Goldman Sachs
24
Goldman Sachs
New York
$968K -$21.8K -811 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$953K +$158K +5,883 +20%

VTMX Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q2 2025, worth a combined $249M — down 21% from $316M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VTMX and 8 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 32 added.

The largest buyer was Fidelity Investments, adding an estimated $26M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $61M sold.

  • 66 institutional investors held Vesta Real Estate (VTMX) as of Q2 2025, down from 69 in Q1 2025.
  • Funds reported $249M of Vesta Real Estate stock for Q2 2025, down 21% quarter-over-quarter.
  • 8 funds opened new Vesta Real Estate positions in Q2 2025 and 10 closed out, a net change of -2 holders.
  • The largest Vesta Real Estate buyer in Q2 2025 was Fidelity Investments, an estimated $26M added.
  • The largest Vesta Real Estate seller in Q2 2025 was Thornburg Investment Management, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2025.