VESTA REAL ESTATE CORP (VTMX)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
68
Reporting holders
$270.2M
Reported value
0.9%
Of shares outstanding
0.0%
Held as options
+7
Holder change
Institutions report 7,880,036 shares against 884,486,436 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $63.0M | 1,836,166 | 0.01% | 13q | -0.9%-$561.9K |
| Itau Unibanco Holding S.A. | $44.2M | 1,291,724 | 0.84% | 3q | +86.9%+$20.5M |
| Carmignac Gestion | $28.5M | 829,302 | 0.37% | 11q | +4.2%+$1.1M |
| FMR LLC | $27.6M | 805,255 | 0.00% | 13q | -47.6%-$25.1M |
| BANK OF AMERICA CORP /DE/ | $25.8M | 752,038 | 0.00% | 13q | +244.7%+$18.3M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $19.3M | 563,015 | 0.16% | 13q | +66.5%+$7.7M |
| LAZARD ASSET MANAGEMENT LLC | $12.2M | 357,025 | 0.02% | 11q | -1.4%-$176.0K |
| BlackRock, Inc. | $11.1M | 323,590 | 0.00% | 6q | +105.8%+$5.7M |
| Grandeur Peak Global Advisors, LLC | $5.8M | 167,998 | 0.67% | 13q | -2.2%-$129.1K |
| MORGAN STANLEY | $3.6M | 105,889 | 0.00% | 12q | +58.3%+$1.3M |
| UBS Group AG | $3.4M | 100,013 | 0.00% | 13q | +23.5%+$653.6K |
| ABC ARBITRAGE SA | $2.7M | 77,276 | 0.29% | 6q | +191.0%+$1.7M |
| M&T Bank Corp | $2.3M | 66,499 | 0.01% | 3q | -4.4%-$105.4K |
| Capital International Investors | $2.1M | 62,550 | 0.00% | 13q | HELD |
| BRANDES INVESTMENT PARTNERS, LP | $1.9M | 54,168 | 0.01% | 7q | +2.7%+$49.5K |
| Mariner, LLC | $1.3M | 38,774 | 0.00% | 6q | +1.3%+$16.8K |
| MARSHALL WACE, LLP | $1.2M | 34,515 | 0.00% | 10q | -52.8%-$1.3M |
| Militia Capital Management LLC | $1.2M | 33,800 | 0.03% | 2q | -50.0%-$1.2M |
| Jump Financial, LLC | $1.1M | 31,800 | 0.01% | 4q | +365.9%+$856.9K |
| ABS Investment Management LLC | $1.0M | 30,400 | 0.66% | new | FIRST |
| ABS Direct Equity Fund LLC | $1.0M | 30,400 | 0.66% | new | NEW |
| ROYAL BANK OF CANADA | $1.0M | 29,876 | 0.00% | 10q | +1.3%+$12.7K |
| Orion Porfolio Solutions, LLC | $990.9K | 28,882 | 0.01% | 12q | +7.2%+$67.0K |
| NEUBERGER BERMAN GROUP LLC | $904.4K | 26,430 | 0.00% | 12q | +34.0%+$229.4K |
| XTX Topco Ltd | $577.8K | 16,841 | 0.01% | 2q | +106.8%+$298.4K |
| MILLENNIUM MANAGEMENT LLC | $559.1K | 16,296 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $473.2K | 13,798 | 0.00% | 11q | +2.8%+$12.9K |
| ENVESTNET ASSET MANAGEMENT INC | $462.1K | 13,468 | 0.00% | 11q | +11.5%+$47.8K |
| GOLDMAN SACHS GROUP INC | $454.5K | 13,248 | 0.00% | 11q | -7.2%-$35.1K |
| Vanguard Personalized Indexing Management, LLC | $428.4K | 12,485 | 0.00% | 3q | +18.9%+$68.0K |
| Savant Capital, LLC | $422.1K | 12,478 | 0.00% | 2q | +101.5%+$212.6K |
| CITIGROUP INC | $387.8K | 11,302 | 0.00% | 13q | +188.0%+$253.1K |
| NewEdge Advisors, LLC | $374.2K | 10,905 | 0.00% | new | NEW |
| QRG CAPITAL MANAGEMENT, INC. | $338.7K | 9,872 | 0.00% | 2q | -9.8%-$36.8K |
| R Squared Ltd | $336.2K | 9,799 | 0.18% | 2q | +57.3%+$122.5K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $325.3K | 9,480 | 0.00% | 12q | +114.7%+$173.8K |
| Schonfeld Strategic Advisors LLC | $287.4K | 8,377 | 0.00% | new | NEW |
| Pasadena Private Wealth, LLC | $274.5K | 8,000 | 0.03% | new | NEW |
| Brookwood Investment Group LLC | $213.1K | 6,211 | 0.02% | 2q | +1.6%+$3.4K |
| DIMENSIONAL FUND ADVISORS LP | $203.2K | 5,922 | 0.00% | 2q | -2.1%-$4.5K |
| Aquatic Capital Management LLC | $179.2K | 5,223 | 0.01% | new | NEW |
| Blue Trust, Inc. | $149.4K | 4,355 | 0.00% | 11q | -0.7%-$1.1K |
| Global Retirement Partners, LLC | $81.8K | 2,384 | 0.00% | 2q | -2.8%-$2.4K |
| Mirae Asset Global Investments Co., Ltd. | $69.0K | 2,012 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $44.2K | 1,288 | 0.00% | 12q | HELD |
| Rockefeller Capital Management L.P. | $42.7K | 1,244 | 0.00% | 3q | -29.4%-$17.8K |
| JONES FINANCIAL COMPANIES LLLP | $42.4K | 1,252 | 0.00% | 3q | +48.2%+$13.8K |
| OSAIC HOLDINGS, INC. | $42.0K | 1,225 | 0.00% | 5q | +0.7% |
| PNC Financial Services Group, Inc. | $28.7K | 835 | 0.00% | 8q | +2.5% |
| WealthCollab, LLC | $21.4K | 625 | 0.01% | 10q | +60.3%+$8.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $20.9K | 609 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $17.2K | 503 | 0.00% | 3q | HELD |
| GAMMA Investing LLC | $16.4K | 478 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $16.3K | 476 | 0.00% | new | NEW |
| Park Place Capital Corp | $16.1K | 468 | 0.00% | 10q | HELD |
| Larson Financial Group LLC | $12.8K | 374 | 0.00% | 2q | +9.7%+$1.1K |
| Farther Finance Advisors, LLC | $9.5K | 277 | 0.00% | 4q | -18.3%-$2.1K |
| Silver Grove Financial Group, Inc. | $6.8K | 199 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.9K | 85 | 0.00% | 8q | HELD |
| JFS WEALTH ADVISORS, LLC | $2.9K | 84 | 0.00% | 7q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $2.0K | 57 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $1.2K | 34 | 0.00% | 4q | HELD |
| Continuum Advisory, LLC | $1.1K | 33 | 0.00% | new | NEW |
| Bell Investment Advisors, Inc | $515 | 15 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $446 | 13 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $412 | 12 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $280 | 8,164 | 0.00% | new | NEW |
| Stone House Investment Management, LLC | $274 | 8 | 0.00% | 2q | HELD |
| JTC Employer Solutions Trustee Ltd | $75 | 2,184 | 0.01% | 7q | HELD |
| SBI Securities Co., Ltd. | $34 | 1 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 68 | $270.2M | 7,880,036 | 13 | 28 | 14 | 0.0% |
| Q1 2026 | 61 | $206.0M | 6,179,821 | 12 | 14 | 20 | 0.0% |
| Q4 2025 | 61 | $210.6M | 6,905,831 | 10 | 19 | 22 | 0.0% |
| Q3 2025 | 61 | $218.4M | 7,720,466 | 8 | 17 | 26 | 0.0% |
| Q2 2025 | 62 | $241.0M | 8,799,315 | 7 | 31 | 18 | 0.0% |
| Q1 2025 | 65 | $248.7M | 10,898,831 | 13 | 21 | 19 | 0.0% |
| Q4 2024 | 69 | $276.4M | 10,797,149 | 13 | 22 | 22 | 0.0% |
| Q3 2024 | 65 | $323.7M | 12,014,865 | 8 | 25 | 25 | 0.0% |
| Q2 2024 | 77 | $372.7M | 12,424,877 | 15 | 25 | 26 | 0.0% |
| Q1 2024 | 69 | $521.2M | 13,309,885 | 16 | 19 | 23 | 0.0% |
| Q4 2023 | 59 | $522.6M | 13,190,167 | 22 | 27 | 5 | 0.0% |
| Q3 2023 | 39 | $298.0M | 9,066,914 | 12 | 15 | 8 | 0.0% |
| Q2 2023 | 45 | $419.0M | 13,032,616 | 45 | 0 | 0 | 0.0% |