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Mesirow Institutional Investment Management’s Ventas VTR Stock Holding History

Mesirow Institutional 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 		$2.96M Buy
50,203
+5,257
+12% +$330K 0.23% 104
2024
Q3 		$2.88M Sell
44,946
-12,068
-21% -$705K 0.22% 102
2024
Q2 		$2.92M Buy
57,014
+120
+0.2% +$5.62K 0.26% 93
2024
Q1 		$2.48M Buy
56,894
+34
+0.1% +$1.54K 0.22% 102
2023
Q4 		$2.83M Sell
56,860
-2,385
-4% -$107K 0.27% 91
2023
Q3 		$2.5M Buy
+59,245
New +$2.67M 0.25% 97

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 $1.6B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Mesirow Institutional Investment Management increased its Ventas (VTR) stake by 12% in Q4 2024, buying an estimated $330K and bringing the position to 50,203 shares worth $2.96M. The position accounts for 0.23% of the portfolio, ranked #104.

Mesirow Institutional Investment Management first reported a position in VTR in Q3 2023 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Mesirow Institutional Investment Management held 50,203 shares of Ventas worth $2.96M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 5,257 Ventas shares in Q4 2024, an estimated $330K.
  • Ventas made up 0.23% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #104 holding.
  • Mesirow Institutional Investment Management first reported a position in Ventas in Q3 2023 and has held it in 6 quarters since.
  • 757 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

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