Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vesta Real Estate Corp (VTMX)

69 + Investors. Track Smart Money conviction in VTMX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — VTMX

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VTMX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
69 funds currently hold this stock — 90% of the 3.0-year high of 77 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 65% buying

45 buying24 selling
Last quarter: 45 funds were net buyers (18 opened a brand new position + 27 added to an existing one). Only 24 were sellers (12 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 14 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 32% new

■ 39% conviction (2yr+) ■ 29% medium ■ 32% new
Of the 69 current holders: 27 (39%) held >2 years, 20 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

9 → 9 → 11 → 14 → 18 new funds/Q
New funds entering each quarter: 9 → 11 → 14 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 46% veterans vs 35% newcomers

■ 46% veterans ■ 19% 1-2yr ■ 35% new
Entry-cohort mix of 69 holders: 32 (46%) are 2+ year veterans, 13 entered 1–2 years ago, and 24 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
19 of 69 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VTMX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VTMX

In 2026 Q2, 45 hedge funds were net buyers of VTMX (18 opened a new position, 27 added to an existing one), while 24 reduced or exited (12 trimmed, 12 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 53% of total institutional value in VTMX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: VTMX

How many hedge funds hold VTMX — quarterly history vs. share price
Quarterly hedge fund ownership of VTMX vs. share price

Market Analysis: VTMX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTMX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: VTMX
69 + Investors

Track Smart Money conviction in VTMX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 63 9.52%
13F Shares 8M 6M 18.89%
Total Value $264M $215M 22.72%
New Positions 18 14 +4
Increased Positions 27 16 +11
Closed Positions 12 14 -2
Reduced Positions 12 22 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTMX

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Financial Highlights

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Institutional Holders (2026 Q2)

69 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTMX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VTMX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Itau Unibanco Holding S.A. 0.84% 1,291,724 $44.2M
2 ABS Investment Management LLC 0.66% 30,400 $1.0M
3 ABS Direct Equity Fund LLC 0.66% 30,400 $1.0M
4 Carmignac Gestion 0.37% 829,302 $28.5M
5 Abc Arbitrage SA 0.29% 77,276 $2.7M
6 EntryPoint Capital, LLC 0.21% 10,096 $303K
7 R Squared Ltd 0.18% 9,799 $336K
8 Centersquare Investment Management LLC 0.16% 563,015 $19.3M
9 Militia Capital Management LLC 0.11% 33,800 $1.1M
10 Pasadena Private Wealth, LLC 0.03% 8,000 $274K
11 Brookwood Investment Group LLC 0.02% 6,211 $213K
12 Lazard Asset Management LLC 0.02% 357,025 $12.2M
13 Brandes Investment Partners, LP 0.01% 54,168 $1.9M
14 Wellington Management Group LLP 0.01% 1,836,166 $63.0M
15 WealthCollab, LLC 0.01% 625 $21K
16 Orion Porfolio Solutions, LLC 0.01% 28,882 $991K
17 XTX Topco Ltd 0.01% 16,841 $578K
18 M&T Bank Corp 0.01% 66,499 $2.3M
19 Aquatic Capital Management LLC 0.01% 5,223 $179K
20 Silver Grove Financial Group, Inc. 0.00% 199 $7K
21 Qrg Capital Management, INC. 0.00% 9,872 $339K
22 Park Place Capital Corp 0.00% 468 $16K
23 Bank of America Corp /de/ 0.00% 752,038 $25.8M
24 Blue Trust, Inc. 0.00% 4,355 $149K
25 Mariner, LLC 0.00% 38,774 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Vesta Real Estate Corp (VTMX)

What does the Smart Money Trend signal show for VTMX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VTMX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VTMX?

More buyers than sellers — 65% buying: Last quarter: 45 funds were net buyers (18 opened a brand new position + 27 added to an existing one). Only 24 were sellers (12 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTMX holders?

Elite ownership — 53% AUM from top-100 funds: 19 of 69 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VTMX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VTMX?

Mixed — 39% long-term, 32% new: Of the 69 current holders: 27 (39%) held >2 years, 20 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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