Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vesta Real Estate Corp (VTMX)

62 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — VTMX

Based on 63 hedge funds · latest filing: 2026 Q1 · 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 — 82% of 3.0Y peak

82% of all-time peak
63 funds currently hold this stock — 82% 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.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold VTMX compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

30 buying35 selling
Last quarter: 35 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 27% medium ■ 32% new
26 out of 63 hedge funds have held VTMX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 9 → 9 → 10 → 14 new funds/Q
New funds entering each quarter: 9 → 9 → 10 → 14. A growing number of institutions are discovering VTMX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 32% newcomers

■ 43% veterans ■ 25% 1-2yr ■ 32% new
Entry-cohort mix of 63 holders: 27 (43%) are 2+ year veterans, 16 entered 1–2 years ago, and 20 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
18 of 63 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 30 hedge funds were net buyers of VTMX (14 opened a new position, 16 added to an existing one), while 35 reduced or exited (22 trimmed, 13 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 61% of total institutional value in VTMX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 63.

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

-- --

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

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

Signal Freshness measures how much VTMX has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
VTMX
nan%
XLRE
nan%

VTMX outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VTMX
nan%
XLRE
nan%

Since the filing became public, VTMX outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: VTMX
62 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 62 62 -
13F Shares 6M 7M -18.38%
Total Value $188M $212M -11.32%
New Positions 14 10 +4
Increased Positions 15 21 -6
Closed Positions 14 10 +4
Reduced Positions 22 20 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTMX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

62 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acuitas Investments, LLC 21.05% 8,900 $297K
2 Grandeur Peak Global Advisors, LLC 1.34% 171,762 $5.7M
3 Carmignac Gestion 0.42% 822,445 $27.4M
4 Militia Capital Management LLC 0.25% 33,800 $1.1M
5 Itau Unibanco Holding S.A. 0.14% 190,366 $5.8M
6 Abc Arbitrage SA 0.12% 26,559 $885K
7 Centersquare Investment Management LLC 0.12% 338,060 $11.3M
8 R Squared Ltd 0.11% 6,230 $208K
9 Samlyn Capital, LLC 0.04% 77,130 $2.6M
10 Brookwood Investment Group LLC 0.03% 6,112 $204K
11 Lazard Asset Management LLC 0.02% 362,154 $12.1M
12 Brandes Investment Partners, LP 0.01% 52,724 $1.8M
13 Wellington Management Group LLP 0.01% 1,852,544 $61.8M
14 M&T Bank Corp 0.01% 69,572 $2.3M
15 Orion Porfolio Solutions, LLC 0.01% 26,930 $898K
16 WealthCollab, LLC 0.01% 390 $13K
17 XTX Topco Ltd 0.00% 8,144 $272K
18 Qrg Capital Management, INC. 0.00% 10,944 $365K
19 Park Place Capital Corp 0.00% 468 $16K
20 Jump Financial, LLC 0.00% 6,826 $228K
21 Fmr LLC 0.00% 1,537,959 $51.3M
22 Marshall Wace, LLP 0.00% 73,156 $2.4M
23 Blue Trust, Inc. 0.00% 4,387 $146K
24 Mariner, LLC 0.00% 38,283 $1.3M
25 Savant Capital, LLC 0.00% 6,194 $207K
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 sellers than buyers — 46% buying: Last quarter: 35 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VTMX holders?

Elite ownership — 61% AUM from top-100 funds: 18 of 63 holders are among the 100 largest funds by AUM, controlling 61% 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?

41% of holders stayed for 2+ years: 26 out of 63 hedge funds have held VTMX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Vesta Real Estate Corp (VTMX) following the 2026 Q1 hedge fund 13F filings?

As of today, VTMX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VTMX has gained nan% vs nan% 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.

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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