DaveManuel.com · Institutional Ownership · Who Owns It
VESTA REAL ESTATE CORP (VTMX)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
67
Reporting holders
$269.5M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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% | 12q | +0.8%+$235.2K |
| 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 | 1.33% | 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 | -66.7%-$2.3M |
| 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 |
| 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% | 11q | +18701.7%+$372.2K |
| 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 |
| HRT FINANCIAL LP | $280.0K | 8,164 | 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 |
| JTC Employer Solutions Trustee Ltd | $75.0K | 2,184 | 0.01% | 7q | HELD |
| 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 |
| Smartleaf Asset Management LLC | $17.2K | 503 | 0.00% | 3q | HELD |
| GAMMA Investing LLC | $16.4K | 478 | 0.00% | 7q | HELD |
| 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 |
| Stone House Investment Management, LLC | $274 | 8 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $34 | 1 | 0.00% | 7q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-28 | SOTTIL ACHUTEGUI JUAN FELIPE | CHIEF FINANCIAL OFFICER | Sold | 313,839 | $1.1M |
| 2026-08-21 | BERHO CARRANZA LORENZO DOMINIQUE | Chief Executive Officer | Sold | 60,000 | $215.1K ×2 |
| 2026-08-26 | BERHO CORONA LORENZO MANUEL | Director | Sold | 33,442 | $117.4K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $742.4K | 23,069 | 1 | 2 | 4 | 0.0% |
| Q2 2026 | 67 | $269.5M | 7,858,899 | 10 | 29 | 14 | 0.0% |
| Q1 2026 | 65 | $234.9M | 7,045,579 | 13 | 15 | 20 | 0.0% |
| Q4 2025 | 62 | $210.6M | 6,908,015 | 10 | 19 | 22 | 0.0% |
| Q3 2025 | 63 | $217.7M | 7,694,736 | 9 | 17 | 26 | 0.0% |
| Q2 2025 | 65 | $250.1M | 9,131,414 | 8 | 32 | 18 | 0.0% |
| Q1 2025 | 68 | $316.6M | 11,469,872 | 13 | 22 | 19 | 0.0% |
| Q4 2024 | 73 | $288.9M | 11,252,945 | 14 | 22 | 25 | 0.0% |
| Q3 2024 | 69 | $342.8M | 12,682,952 | 8 | 27 | 26 | 0.0% |
| Q2 2024 | 82 | $392.8M | 13,078,396 | 15 | 26 | 30 | 0.0% |
| Q1 2024 | 74 | $556.0M | 14,185,493 | 16 | 21 | 25 | 0.0% |
| Q4 2023 | 66 | $547.1M | 13,803,364 | 25 | 29 | 6 | 0.0% |
| Q3 2023 | 44 | $329.8M | 10,025,249 | 14 | 16 | 10 | 0.0% |
| Q2 2023 | 51 | $447.0M | 13,902,584 | 51 | 0 | 0 | 0.0% |