SEC 13F Intelligence

VESTA REAL ESTATE CORP

CUSIP 92540K109

Vesta Real Estate Corp has 4 institutional holders in Filings Flow’s 13F database, together reporting 6.20M shares worth $206M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, FMR LLC, and Carmignac Gestion.

Institutional Holders
63
Q1 2026
Reported Value
$206M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 62Q4 ’25Q1 ’26: 63Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $210MQ4 ’25Q1 ’26: $206MQ1 ’26Q2 ’26: $29MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Grandeur Peak Global Advisors, LLC$427M AUM1.34%$6M171.8KQ1 2026OLDER
ABS Direct Equity Fund LLC$131M AUM1.33%$1M36.8KQ4 2025OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.53%$23M691.2KQ1 2026OLDER
Carmignac Gestion$6.5B AUM0.42%$27M822.4KQ2 2026
Militia Capital Partners, LP$263M AUM0.32%$844,57327.7KQ4 2025OLDER
TT Capital Management LLC$121M AUM0.29%$381,63213.5KQ3 2025OLDER
Militia Capital Management LLC$454M AUM0.25%$1M33.8KQ2 2026
ABC ARBITRAGE SA$753M AUM0.12%$885,47726.6KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.12%$11M338.1KQ1 2026OLDER
R Squared Ltd$182M AUM0.11%$207,7086.2KQ1 2026OLDER
SAMLYN CAPITAL, LLC$5.9B AUM0.04%$3M77.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.03%$203,7746.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.02%$12M362.2KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.01%$2M52.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$62M1.85MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$9M313.7KQ3 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$372,43813.2KQ3 2025OLDER
M&T BANK CORP$29.2B AUM0.01%$2M69.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$897,83726.9KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$13,003390Q1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$271,5218.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$364,88810.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$350,17010.5KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$15,603468Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$227,5786.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$51M1.54MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M73.2KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$2,858101Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$146,2634.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M38.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$366,61212.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$74,7922.5KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$630,07522.3KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$206,5086.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$16,400478Q2 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$16,628503Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M218.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M40.6KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$655,39419.7KQ1 2026OLDER
Capital International Investors$426.5B AUM0.00%$2M62.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$447,53013.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M81.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$11,369341Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$663,19919.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$3M114.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,90057Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$984,00029.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$621,72220.4KQ4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,80184Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$50,8261.7KQ4 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$147,1924.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,24544Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$11,567339Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$402,60712.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,598118Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$58,7861.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,401102Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$5M157.3KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$1,13334Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$6,338190Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$50115Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$40,5741.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$130,8263.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$475,79514.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$336,24411.0KQ4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$2678Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$260,7197.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$201,7746.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$42,9401.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$27,169815Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$27,632845Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$67924Q3 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1003Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,93358Q2 2026
Westside Investment Management, Inc.$653M AUM0.00%$331Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2,56184Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$2678Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$331Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2,80985Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$85428Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.