Vesta Real Estate Corp (VTMX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Vesta Real Estate Corp (VTMX) following the 2026 Q3 hedge fund 13F filings?

As of today, VTMX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), VTMX gained +18.1% vs +8.3% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Vesta Real Estate Corp (VTMX)

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

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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

9.52%

13F Shares

18.89%

Total Value

$264M

$215M

22.72%

New Positions

Increased Positions

+11

Closed Positions

-2

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VTMX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Carmignac Gestion	0.35%	798,202	$25.7M
2	Advisors Preferred, LLC	0.18%	51,280	$1.7M
3	Abc Arbitrage SA	0.07%	20,859	$671K
4	Pasadena Private Wealth, LLC	0.03%	8,000	$257K
5	Militia Capital Management LLC	0.03%	33,800	$1.1M
6	WealthCollab, LLC	0.01%	625	$20K
7	Orion Porfolio Solutions, LLC	0.01%	35,553	$1.1M
8	Silver Grove Financial Group, Inc.	0.01%	433	$14K
9	M&T Bank Corp	0.01%	59,845	$1.9M
10	Bare Financial Services, Inc	0.00%	374	$12K
11	Mariner, LLC	0.00%	37,623	$1.2M
12	Fmr LLC	0.00%	792,373	$25.5M
13	Global Retirement Partners, LLC	0.00%	2,319	$75K
14	Savant Capital, LLC	0.00%	6,855	$221K
15	GAMMA Investing LLC	0.00%	513	$17K
16	Horizon Investments, LLC	0.00%	1,819	$58K
17	Smartleaf Asset Management LLC	0.00%	481	$16K
18	Capital International Investors	0.00%	62,550	$2.0M
19	Larson Financial Group LLC	0.00%	423	$14K
20	Sei Investments Co	0.00%	8,039	$259K
21	EverSource Wealth Advisors, LLC	0.00%	191	$6K
22	Pinnacle Wealth Planning Services, Inc.	0.00%	57	$2K
23	Jfs Wealth Advisors, LLC	0.00%	84	$3K
24	Mirae Asset Global Investments Co., Ltd.	0.00%	1,328	$43K
25	Lanark Financial, INC.	0.00%	34	$1K

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.

Is it too late to buy Vesta Real Estate Corp (VTMX) following the 2026 Q3 hedge fund 13F filings?

As of today, VTMX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), VTMX has gained +18.1% vs +8.3% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Vesta Real Estate Corp (VTMX)

Smart Money Signals — VTMX

Buying streak — 1 quarter in a row

High ownership — 90% of 3.0Y peak

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

More buyers than sellers — 65% buying

Steady new buyers — ~18 new funds per quarter

Mixed — 39% long-term, 32% new

Acceleration phase — new buyers rushing in

Veteran-anchored — 46% veterans vs 35% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — VTMX

Hedge Fund Ownership: VTMX

Market Analysis: VTMX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VTMX

Is It Too Late to Buy Vesta Real Estate Corp (VTMX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VTMX

Statistics: VTMX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Vesta Real Estate Corp (VTMX)

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