Mesirow Financial Investment Management - Fixed Income’s Vanguard Real Estate ETF VNQ Stock Holding History

Mesirow Financial Investment Management - Fixed Income’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$453K	Sell	5,082 -478	-9%	-$45.2K	0.46%	11
2024 Q3	$542K	Hold	5,560	–	–	0.54%	11
2024 Q2	$466K	Hold	5,560	–	–	0.4%	11
2024 Q1	$481K	Hold	5,560	–	–	0.64%	11
2023 Q4	$491K	Hold	5,560	–	–	0.73%	10
2023 Q3	$421K	Hold	5,560	–	–	0.48%	11
2023 Q2	$465K	Hold	5,560	–	–	0.75%	8
2023 Q1	$462K	Hold	5,560	–	–	0.34%	9
2022 Q4	$459K	Hold	5,560	–	–	0.72%	9
2022 Q3	$446K	Hold	5,560	–	–	0.81%	8
2022 Q2	$507K	Hold	5,560	–	–	0.06%	114
2022 Q1	$603K	Hold	5,560	–	–	0.07%	112
2021 Q4	$645K	Hold	5,560	–	–	0.07%	120
2021 Q3	$566K	Hold	5,560	–	–	0.07%	120
2021 Q2	$566K	Hold	5,560	–	–	0.06%	122
2021 Q1	$511K	Hold	5,560	–	–	0.06%	127
2020 Q4	$472K	Hold	5,560	–	–	0.06%	125
2020 Q3	$439K	Buy	+5,560	New	+$446K	0.07%	125
2014 Q2	–	Sell	-5,893	Closed	-$416K	–	202
2014 Q1	$416K	Buy	+5,893	New	+$403K	0.1%	147

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's VNQ Position: Q4 2024 in Review

Mesirow Financial Investment Management - Fixed Income reduced its Vanguard Real Estate ETF (VNQ) stake by 8.6% in Q4 2024, selling an estimated $45.2K and leaving 5,082 shares worth $453K. The position accounts for 0.46% of the portfolio, ranked #11.

Mesirow Financial Investment Management - Fixed Income first reported a position in VNQ in Q1 2014 and has held it in 19 quarters since. The position peaked at $645K in Q4 2021. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Mesirow Financial Investment Management - Fixed Income held 5,082 shares of Vanguard Real Estate ETF worth $453K as of Q4 2024.
Mesirow Financial Investment Management - Fixed Income sold 478 Vanguard Real Estate ETF shares in Q4 2024, an estimated $45.2K.
Vanguard Real Estate ETF made up 0.46% of Mesirow Financial Investment Management - Fixed Income's portfolio in Q4 2024, its #11 holding.
Mesirow Financial Investment Management - Fixed Income first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 19 quarters since.
Mesirow Financial Investment Management - Fixed Income's Vanguard Real Estate ETF position peaked at $645K in Q4 2021.
1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2024, filed 13 Feb 2025.