13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VTMX

VESTA REAL ESTATE CORP

69 institutions still hold VESTA REAL ESTATE CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92540K109·69 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.9%
vs prior quarter
13F value held
$222M
72.0% inst. owned
of float
Holders
69
-4 QoQ
filers reporting
Activity
+77 / −104
+930 added · −868 reduced
this quarter
Concentration
27.80%
WELLINGTON MANAGEMENT GROUP LLP #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported VTMX in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 27.8% of the visible book. -4 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$62M1.9M0.01%Q1 202602
FMR LLC
CIK 0000315066
$51M1.5M0.00%Q1 202603
Carmignac Gestion
CIK 0001569758
$24M796K0.33%Q4 202504
Itau Unibanco Holding S.A.
CIK 0001132597
$23M691K0.54%Q1 202605
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$12M362K0.02%Q1 202606
CENTERSQUARE INVESTMENT MANAGEMENT LLC
CIK 0001725296
$11M338K0.12%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M218K0.00%Q1 202608
Grandeur Peak Global Advisors, LLC
CIK 0001569137
$6M172K1.34%Q1 202609
BlackRock, Inc.
CIK 0002012383
$5M157K0.00%Q1 202610
UBS Group AG
CIK 0001610520
$3M81K0.00%Q1 202611
SAMLYN CAPITAL, LLC
CIK 0001421097
$3M77K0.04%Q1 202612
M&T BANK CORP
CIK 0000036270
$2M70K0.01%Q1 202613
MARSHALL WACE, LLP
CIK 0001318757
$2M74K0.00%Q4 202514
MORGAN STANLEY
CIK 0000895421
$2M67K0.00%Q1 202615
Capital International Investors
CIK 0001562230
$2M63K0.00%Q1 202616
BRANDES INVESTMENT PARTNERS, LP
CIK 0001015079
$2M53K0.01%Q1 202617
Mariner, LLC
CIK 0001373442
$1M38K0.00%Q1 202618
Militia Capital Management LLC
CIK 0002130487
$1M34K0.25%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$984,00030K0.00%Q1 202620
Orion Porfolio Solutions, LLC
CIK 0001360533
$897,83727K0.01%Q1 2026
Page 1 of 4
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