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Insider Cluster (2 insiders) ·Filed Jul 1, 2026

VTMX

Vesta Real Estate Corporation, S.A.B. de C.V.
NEUTRAL
Impact 2/10
Horizondays Processed3mo ago
Insider cluster: 2 insiders, $342K total
Actionable Insight • Neutral

The $342K in CEO and director sales is immaterial relative to VTMX's $3.0B market cap and likely reflects routine portfolio diversification or tax planning. The identical price and near-identical timing suggest a coordinated plan, not a reaction to adverse news. No insider purchases were made to offset the sales. Monitor next quarterly filing for any operational changes, but this cluster alone does not warrant a trading response.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
VTMX ▼ -5.72% at T+60d
NEUTRAL call -5.72% · α vs SPY -8.73% · entry $34.59 → $32.61
Entry = T+0 close
Jul 1, 2026
via day close
T+1d
+1.16%
call +1.16% · α +0.28%
$34.99
settled 4mo ago
T+5d
-2.46%
call -2.46% · α -3.39%
$33.74
settled 4mo ago
T+20d
-0.55%
call -0.55% · α -0.13%
$34.40
settled 3mo ago
T+60d
-5.72%
call -5.72% · α -8.73%
$32.61
settled 5w ago

Price Chart

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Executive Summary

Two VTMX insiders — the CEO and a director — sold a combined $342K in open-market sales over two days at $3.42/share. The CEO sold twice (June 29 and June 30) for $342K total; the director sold once for $171K. At a $3.0B market cap, the total represents ~0.01% of market cap — a trivial amount that falls well below the 0.1% materiality threshold. The sales are small, clustered in time, and likely driven by routine portfolio diversification rather than a shared bearish view.

Key Financial Metrics

Direction
selling
Total Value
$342.0K
Insiders
2

Key Facts

  • CEO Lorenzo Dominique Berho Carranza sold 100,000 shares total ($342K) over two days (June 29-30) at $3.42/share
  • Director Lorenzo Manuel Berho Corona sold 50,000 shares ($171K) on June 30 at $3.42/share
  • Total cluster value of $342K represents ~0.01% of VTMX's $3.0B market cap — well below the 0.1% materiality threshold
  • All three trades were open-market sales at the same $3.42 price, suggesting a coordinated or blackout-window-driven pattern
  • No insider purchases were reported in the cluster window

Financial Impact

Total insider sales of $342K represent ~0.01% of VTMX's $3.0B market cap — trivial and routine

insider_ownership

Risk Factors

  • Insider sales could accelerate if management perceives headwinds in the Mexican real estate market
  • The CEO's two sales in consecutive days may signal a desire to reduce exposure ahead of a known event

Market Snapshot

Exchange
NYSE
Sector
Real Estate
Analyst Consensus
85% bullish (20 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-VTMX-1782946849858
34 reports for VTMX
Performance horizon
60% Hit rate @ T+20 9 of 15 directional calls Went positive at some point 11 of 16 best @ T+20▲ +5.46%May 22, 2026
Filters
Rows
Reports for VTMX — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
6-K
BULLISH ★ 6/10
$36.34awaiting T+20—$37.31 (+2.67%)
Oct 2, 2026
25d ago
6-K
NEUTRAL ★ 2/10
$32.59awaiting T+20—$37.31 (+14.48%)
Sep 1, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$34.50 $32.18▼ −6.72%▼ −6.39%$37.31 (+8.14%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$33.93 $32.97▼ −2.83%▼ −3.34%$37.31 (+9.96%)
Aug 24, 2026
9w ago
6-K
BULLISH ★ 6/10
$35.48 $33.72▼ −4.96%▼ −4.98%$37.31 (+5.16%)
Jul 24, 2026
13w ago
Insider Cluster
NEUTRAL ★ 4/10
$33.66 $35.91▲ +6.68%▲ +3.06%$37.31 (+10.84%)
Jul 22, 2026
13w ago
6-K
BULLISH ★ 6/10
$33.69 $34.50▲ +2.40%▼ −0.90%$37.31 (+10.75%)
Jul 2, 2026
16w ago
6-K
NEUTRAL ★ 2/10
$34.59 $34.40▼ −0.55%▼ −0.13%$37.31 (+7.86%)
Jul 1, 2026
16w ago
Insider Cluster
NEUTRAL ★ 3/10
$34.59 $34.40▼ −0.55%▼ −0.13%$37.31 (+7.86%)
Jul 1, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$34.59 $34.40▼ −0.55%▼ −0.13%$37.31 (+7.86%)
Showing 10 of 34

US Market Status

Market Closed — Opens Thu (11h 49m)

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Report published Jul 1, 2026