Acuitas Investments, LLC VTMX VESTA REAL ESTATE CORP

Ownership history in Acuitas Investments, LLC  ·  3 quarters on record

AI Ownership Summary

Acuitas Investments, LLC reported VESTA REAL ESTATE CORP (VTMX) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 21.05% in 2026 Q1. The latest visible filing shows VTMX at 21.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Acuitas Investments, LLC's position in VESTA REAL ESTATE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTMX was reported at 21.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Acuitas Investments, LLC held VTMX — position size vs. price
% of Fund (quarterly)    VTMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,900 -18,300 -67.3% 21.05% $297K 2026-04-29 $34.72
2025 Q2 UNCHANGED 27,200 0% 0.59% $745K 2025-07-31 $27.92
2025 Q1 INITIATED 27,200 0.53% $620K 2025-04-28 $27.20

FAQ About Acuitas Investments, LLC and VTMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Acuitas Investments, LLC reported owning VTMX?

Acuitas Investments, LLC reported VTMX across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VTMX position in Acuitas Investments, LLC's portfolio?

The largest reported portfolio weight for VTMX was 21.05% in 2026 Q1.

What is the latest reported VTMX position on this page?

The most recent filing on this page is 2026 Q1, when Acuitas Investments, LLC reported 8,900 shares, equal to 21.05% of portfolio, with an estimated market value of $297K.

What does the chart on this VTMX ownership page compare?

The chart compares Acuitas Investments, LLC's quarterly VTMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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