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Mesirow Financial Investment Management’s Ventas VTR Stock Holding History

Mesirow Financial Investment Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,926
Closed -$252K – 620
2024
Q3 		$252K Buy
+3,926
New +$229K ﹤0.01% 499

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Mesirow Financial Investment Management's VTR Position: Q4 2024 in Review

Mesirow Financial Investment Management sold out of Ventas (VTR) in Q4 2024, closing a stake of 3,926 shares — an estimated $252K sold.

Mesirow Financial Investment Management first reported a position in VTR in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 758 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Mesirow Financial Investment Management reported no remaining Ventas position as of Q4 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 3,926 Ventas shares in Q4 2024, an estimated $252K.
  • Mesirow Financial Investment Management first reported a position in Ventas in Q3 2024 and held it in 1 quarter.
  • Mesirow Financial Investment Management's Ventas position peaked at $252K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.