We are live on ! Find out more
VTMX icon

Vesta Real Estate

63 hedge funds and large institutions have $216M invested in Vesta Real Estate in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% less ownership

Funds ownership: 10.29%8.67% (-1.6%)

5% less funds holding

Funds holding: 6663 (-3)

13% less capital invested

Capital invested by funds: $249M → $216M (-$32.1M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.4M -$13.5M -492,207 -17%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$55M -$1.88M -68,413 -3%
CG
3
Carmignac Gestion
France
$21.7M
CIM
4
Centersquare Investment Management
Pennsylvania
$10.4M +$470K +17,110 +5%
Lazard Asset Management
5
Lazard Asset Management
New York
$9.02M -$68.6K -2,498 -0.8%
Macquarie Group
6
Macquarie Group
Australia
$8.87M -$773K -28,149 -8%
GPGA
7
Grandeur Peak Global Advisors
Utah
$6.69M +$292K +10,632 +5%
Morgan Stanley
8
Morgan Stanley
New York
$4.86M -$8.6M -313,009 -65%
BlackRock
9
BlackRock
New York
$4.44M -$2.75M -99,981 -39%
Bank of America
10
Bank of America
North Carolina
$4.18M +$891K +32,421 +28%
Marshall Wace
11
Marshall Wace
United Kingdom
$2.81M +$628K +22,848 +30%
UBS Group
12
UBS Group
Switzerland
$2.31M -$81.3K -2,959 -4%
SC
13
Samlyn Capital
New York
$2.09M +$66.1K +2,406 +3%
Capital International Investors
14
Capital International Investors
California
$1.8M
AA
15
ABC Arbitrage
France
$1.64M -$3.88M -141,233 -71%
Goldman Sachs
16
Goldman Sachs
New York
$1.29M +$286K +10,398 +29%
ADEF
17
ABS Direct Equity Fund
Connecticut
$1.15M +$547K +19,900 +95%
BIP
18
Brandes Investment Partners
California
$1.13M +$12.4K +451 +1%
Mariner
19
Mariner
Kansas
$1.13M +$205K +7,452 +23%
N
20
Nuveen
North Carolina
$1.03M -$322K -11,705 -24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$982K -$1.92K -70 -0.2%
JF
22
Jump Financial
Illinois
$792K +$769K +27,999 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$630K -$3M -109,128 -83%
MCP
24
Militia Capital Partners
Nevada
$608K +$41.2K +1,500 +8%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$592K +$1.29K +47 +0.2%

VTMX Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vesta Real Estate (VTMX) for Q3 2025, worth a combined $216M — down 13% from $249M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VTMX and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Bank of America, adding an estimated $891K. The largest seller was Fidelity Investments, cutting an estimated $13.5M.

  • 63 institutional investors held Vesta Real Estate (VTMX) as of Q3 2025, down from 66 in Q2 2025.
  • Funds reported $216M of Vesta Real Estate stock for Q3 2025, down 13% quarter-over-quarter.
  • 9 funds opened new Vesta Real Estate positions in Q3 2025 and 12 closed out, a net change of -3 holders.
  • The largest Vesta Real Estate buyer in Q3 2025 was Bank of America, an estimated $891K added.
  • The largest Vesta Real Estate seller in Q3 2025 was Fidelity Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2025.