The Analysis of Vert Asset Management LLC's Holdings


Currently, Vert Asset Management LLC holds 45 types of securities in its portfolio with a total value $297.4M. In the most recent quarter, they have increased their positions in EQIX (+3.6K shares, valued at $2.8M), AMT (+9.9K shares, valued at $1.9M), SPG (+5.6K shares, valued at $1.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
WELL WELLTOWER INC137.8K shares3.25%2025-09-302025-10-29history
SPG SIMON PPTY GROUP INC NEW128.8K shares4.53%2025-09-302025-10-29history
DLR DIGITAL RLTY TR INC131.3K shares3.94%2025-09-302025-10-29history
PLD PROLOGIS INC.192.9K shares4.70%2025-09-302025-10-29history
EQIX EQUINIX INC27.2K shares15.34%2025-09-302025-10-29history
AMT AMERICAN TOWER CORP NEW103.1K shares10.59%2025-09-302025-10-29history
VTR VENTAS INC207.0K shares5.13%2025-09-302025-10-29history
IRM IRON MTN INC DEL134.6K shares3.94%2025-09-302025-10-29history
Sponsored
EXR EXTRA SPACE STORAGE INC96.9K shares3.77%2025-09-302025-10-29history
AVB AVALONBAY CMNTYS INC64.8K shares3.06%2025-09-302025-10-29history
EQR EQUITY RESIDENTIAL159.6K shares9.20%2025-09-302025-10-29history
ESS ESSEX PPTY TR INC29.4K shares3.54%2025-09-302025-10-29history
MAA MID-AMER APT CMNTYS INC53.1K shares4.39%2025-09-302025-10-29history
KIM KIMCO RLTY CORP306.7K shares2.30%2025-09-302025-10-29history
DOC HEALTHPEAK PROPERTIES INC318.6K shares6.99%2025-09-302025-10-29history
ARE ALEXANDRIA REAL ESTATE EQ IN70.3K shares3.72%2025-09-302025-10-29history
Sponsored
REG REGENCY CTRS CORP78.4K shares3.10%2025-09-302025-10-29history
UDR UDR INC142.1K shares3.13%2025-09-302025-10-29history
HST HOST HOTELS & RESORTS INC310.3K shares0.02%2025-09-302025-10-29history
BXP BXP INC68.0K shares2.02%2025-09-302025-10-29history
ELS EQUITY LIFESTYLE PPTYS INC83.1K shares3.65%2025-09-302025-10-29history
REXR REXFORD INDL RLTY INC106.8K shares3.33%2025-09-302025-10-29history
BRX BRIXMOR PPTY GROUP INC141.3K shares6.14%2025-09-302025-10-29history
FRT FEDERAL RLTY INVT TR NEW37.0K shares8.16%2025-09-302025-10-29history
Sponsored
VNO VORNADO RLTY TR72.6K shares7.63%2025-09-302025-10-29history
STAG STAG INDL INC82.9K shares5.92%2025-09-302025-10-29history
CUZ COUSINS PPTYS INC77.1K shares8.79%2025-09-302025-10-29history
KRC KILROY RLTY CORP52.2K shares10.63%2025-09-302025-10-29history
MAC MACERICH CO116.4K shares7.64%2025-09-302025-10-29history
PECO PHILLIPS EDISON & CO INC58.1K shares10.22%2025-09-302025-10-29history
SLG SL GREEN RLTY CORP31.3K shares8.26%2025-09-302025-10-29history
COLD AMERICOLD REALTY TRUST INC127.8K shares2.65%2025-09-302025-10-29history
Sponsored
LXP LXP INDUSTRIAL TRUST144.1K shares7.86%2025-09-302025-10-29history
UE URBAN EDGE PPTYS52.0K shares3.36%2025-09-302025-10-29history
DRH DIAMONDROCK HOSPITALITY CO94.6K shares10.71%2025-09-302025-10-29history
JBGS JBG SMITH PPTYS31.1K shares0.00%2025-09-302025-10-29history
ALEX ALEXANDER & BALDWIN INC NEW32.9K shares0.00%2025-09-302025-10-29history
VRE VERIS RESIDENTIAL INC37.3K shares2.93%2025-09-302025-10-29history
UMH UMH PPTYS INC35.7K shares3.15%2025-09-302025-10-29history
RLJ RLJ LODGING TR67.9K shares0.00%2025-09-302025-10-29history
Sponsored
ESRT EMPIRE ST RLTY TR INC56.1K shares0.00%2025-09-302025-10-29history
AAT AMERICAN ASSETS TR INC20.9K shares0.00%2025-09-302025-10-29history
CSR CENTERSPACE6.8K shares6.84%2025-09-302025-10-29history
BDN BRANDYWINE RLTY TR66.3K shares0.00%2025-09-302025-10-29history
HPP HUDSON PAC PPTYS INC91.0K shares147.84%2025-09-302025-10-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available