Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$237.80M
Total Bought
$13.34M
Total Sold
$696.9K
Net Transaction
+$12.64M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Simon Property Group(SPG)132,586132,775+18918,91220,7788.74%+1,866
Iron Mountain(IRM)118,295121,903+3,6088,2789,7784.11%+1,500
Equinix(EQIX)19,24620,262+1,01615,50116,7237.03%+1,222
Equity Residential(EQR)138,553149,842+11,2898,4749,4573.98%+983
Host Hotels & Resorts(HST)266,598292,175+25,5775,1916,0422.54%+852
Alexandria Real Estate Equities66,18869,277+3,0898,3918,9303.76%+540
Avalonbay Communities55,50858,752+3,24410,39210,9024.58%+510
Digital Realty Trust(DLR)121,525116,450-5,07516,35516,7737.05%+419
MID-America Apartment Communities(MAA)03,018+3,01803970.17%+397
Welltower(WELL)186,605183,053-3,55216,82617,1047.19%+278
Essex Property Trust(ESS)25,28426,669+1,3856,2696,5292.75%+260
Healthpeak Properties(DOC)200,330224,258+23,9283,9674,2051.77%+238
Macerich Co(MAC)89,68294,060+4,3781,3841,6210.68%+237
UDR(UDR)120,803129,935+9,1324,6264,8612.04%+235
Federal Realty Invs Trust(FRT)28,73630,845+2,1092,9613,1501.32%+189
Sunstone Hotel Investors(SHO)73,37579,899+6,5247878900.37%+103
Hannon Armstrong Sustainable Infrastructure Capital(HASI)43,59445,742+2,1481,2021,2990.55%+97
Sun Communities(SUI)47,73350,173+2,4406,3806,4512.71%+72
Empire State Realty Trust(ESRT)52,84754,897+2,0505125560.23%+44
Vornado Realty Trust(VNO)64,23564,23501,8151,8480.78%+33
RLJ Lodging Trust(RLJ)62,65064,665+2,0157347640.32%+30
UMH Properties(UMH)23,90024,314+4143663950.17%+29
Stag Industrial(STAG)71,69573,967+2,2722,8152,8431.20%+29
Diamondrock Hospitality Co(DRH)87,29987,29908208390.35%+19
Veris Residential27,49828,852+1,3544334390.18%+6
Franklin Street Properties Corp18,51718,517047420.02%-5
American Assets Trust20,86920,86904704570.19%-13
Kimco Realty Corp(KIM)240,448260,475+20,0275,1245,1082.15%-16
Rexford Industrial Realty(REXR)79,26487,783+8,5194,4474,4151.86%-31
JBG Smith Properties(JBGS)36,31236,31206185830.25%-35
Brandywine Realty Trust67,03967,03903623220.14%-40
Equity Lifestyle Properties(ELS)67,04072,490+5,4504,7294,6681.96%-61
Alexander & Baldwin30,53930,53905815030.21%-78
Boston Properties(BXP)58,94461,766+2,8224,1364,0341.70%-102
Kilroy Realty Corp(KRC)43,33743,605+2681,7271,5890.67%-138
Hudson Pacific Properties51,94451,94404843350.14%-149
Regency Centers Corp(REG)64,41068,144+3,7344,3154,1271.74%-189
Prologis(PLD)137,047138,216+1,16918,26817,9987.57%-270
Americold Realty Trust(COLD)108,478116,735+8,2573,2842,9091.22%-375
Ventas(VTR)157,731167,329+9,5987,8617,2863.06%-576
Extra Space Storage(EXR)85,52286,495+97313,71212,7155.35%-997
American Tower Corp Class A(AMT)84,69086,725+2,03518,28317,1367.21%-1,147
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