Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VESTA REAL ESTATE CORP ADS (VTMX)

58 + 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
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — VTMX

Based on 58 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
58 funds currently hold this stock — 77% of the 3.0-year high of 75 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold VTMX compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

29 buying27 selling
Last quarter: 29 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 9 → 9 → 9. 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+) ■ 38% medium ■ 21% new
24 out of 58 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.
📊

Peak discovery — momentum slowing

15 → 13 → 9 → 9 → 9 new funds/Q
New funds entering each quarter: 13 → 9 → 9 → 9. VTMX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 36% veterans, 34% new entrants

■ 36% veterans ■ 29% 1-2yr ■ 34% new
Of 58 current holders: 21 (36%) held 2+ years, 17 held 1–2 years, 20 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
13 of 58 holders are among the 100 largest funds by AUM, controlling 62% 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.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 2025 Q4, 29 hedge funds were net buyers of VTMX (9 opened a new position, 20 added to an existing one), while 27 reduced or exited (18 trimmed, 9 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 62% of total institutional value in VTMX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 58.

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

Real Estate Real Estate - Development

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: VTMX
2026 Q1 Stats Unlock in 7 days 58 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 58 58 -
13F Shares 7M 8M -11.58%
Total Value $205M $215M -4.49%
New Positions 9 9 -
Increased Positions 20 16 +4
Closed Positions 9 10 -1
Reduced Positions 18 23 -5
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

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

Top 25 institutional holders of VTMX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acuitas Investments, LLC 21.05% 8,900 $297K
2 Militia Capital Management LLC 0.25% 33,800 $1.1M
3 ABC ARBITRAGE SA 0.12% 26,559 $885K
4 CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.12% 338,060 $11.3M
5 R Squared Ltd 0.11% 6,230 $208K
6 Brookwood Investment Group LLC 0.03% 6,112 $204K
7 M&T BANK CORP 0.01% 69,572 $2.3M
8 Orion Porfolio Solutions, LLC 0.01% 26,930 $898K
9 WealthCollab, LLC 0.01% 390 $13K
10 QRG CAPITAL MANAGEMENT, INC. 0.00% 10,944 $365K
11 Park Place Capital Corp 0.00% 468 $16K
12 Blue Trust, Inc. 0.00% 4,387 $146K
13 Savant Capital, LLC 0.00% 6,194 $207K
14 GAMMA Investing LLC 0.00% 480 $16K
15 Capital International Investors 0.00% 62,550 $2.1M
16 SEI INVESTMENTS CO 0.00% 13,423 $448K
17 UBS Group AG 0.00% 80,962 $2.7M
18 BNP PARIBAS FINANCIAL MARKETS 0.00% 19,892 $663K
19 Pinnacle Wealth Planning Services, Inc. 0.00% 57 $2K
20 JFS WEALTH ADVISORS, LLC 0.00% 84 $3K
21 Farther Finance Advisors, LLC 0.00% 339 $12K
22 ENVESTNET ASSET MANAGEMENT INC 0.00% 12,076 $403K
23 BlackRock, Inc. 0.00% 157,262 $5.2M
24 NBC SECURITIES, INC. 0.00% 34 $1K
25 Bell Investment Advisors, Inc 0.00% 15 —
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 ADS (VTMX)

What does the Smart Money Trend signal show for VTMX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for VTMX?

Slight buying edge — 52% buying: Last quarter: 29 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VTMX holders?

Elite ownership — 62% AUM from top-100 funds: 13 of 58 holders are among the 100 largest funds by AUM, controlling 62% 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: 24 out of 58 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.

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.