Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$290.94M
Total Bought
$24.61M
Total Sold
$12.40M
Net Transaction
+$12.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMERICAN TOWER CORP NEW(AMT)102,37199,864-2,50718,77621,7307.47%+2,955
VENTAS INC(VTR)181,249198,184+16,93510,67413,6274.68%+2,953
COUSINS PPTYS INC(CUZ)068,664+68,66402,0260.70%+2,026
PHILLIPS EDISON & CO INC(PECO)054,045+54,04501,9720.68%+1,972
MID-AMER APT CMNTYS INC(MAA)51,37453,988+2,6147,9419,0473.11%+1,106
ESSEX PPTY TR INC(ESS)28,36729,940+1,5738,0979,1793.15%+1,082
URBAN EDGE PPTYS(UE)054,200+54,20001,0300.35%+1,030
EXTRA SPACE STORAGE INC(EXR)93,47399,270+5,79713,98414,7415.07%+757
UDR INC(UDR)137,862146,679+8,8175,9856,6252.28%+641
EQUITY RESIDENTIAL(EQR)150,245158,633+8,38810,78211,3553.90%+573
HEALTHPEAK PROPERTIES INC(DOC)304,219325,143+20,9246,1676,5742.26%+408
STAG INDL INC(STAG)79,51685,121+5,6052,6893,0751.06%+385
REGENCY CTRS CORP(REG)74,15779,528+5,3715,4825,8662.02%+384
EQUITY LIFESTYLE PPTYS INC(ELS)79,51684,780+5,2645,2965,6551.94%+359
AVALONBAY CMNTYS INC63,46166,660+3,19913,96014,3074.92%+347
REXFORD INDL RLTY INC(REXR)97,967105,484+7,5173,7874,1301.42%+342
LXP INDUSTRIAL TRUST(LXP)130,062147,919+17,8571,0561,2790.44%+223
ALEXANDER & BALDWIN INC NEW24,14433,864+9,7204285830.20%+155
AMERICOLD REALTY TRUST INC(COLD)116,360123,235+6,8752,4902,6450.91%+155
UMH PPTYS INC(UMH)31,26837,318+6,0505906980.24%+108
BRIXMOR PPTY GROUP INC(BRX)132,159141,157+8,9983,6793,7481.29%+68
PROLOGIS INC.(PLD)182,621173,075-9,54619,30319,3486.65%+45
JBG SMITH PPTYS(JBGS)31,65031,65004865100.18%+23
VERIS RESIDENTIAL INC36,68836,68806106210.21%+11
HUDSON PAC PPTYS INC36,69836,69801111080.04%-3
CENTERSPACE(CSR)6,0046,00403973890.13%-8
RLJ LODGING TR(RLJ)60,72674,557+13,8316205880.20%-32
DIAMONDROCK HOSPITALITY CO(DRH)82,57088,930+6,3607466870.24%-59
BRANDYWINE RLTY TR66,29666,29603712960.10%-76
ALEXANDRIA REAL ESTATE EQ IN69,44572,361+2,9166,7746,6942.30%-80
MACERICH CO(MAC)101,486112,971+11,4852,0221,9400.67%-82
AMERICAN ASSETS TR INC20,86920,86905484200.14%-128
EMPIRE ST RLTY TR INC(ESRT)55,74955,74905754360.15%-139
BXP INC(BXP)65,91069,968+4,0584,9014,7011.62%-200
FEDERAL RLTY INVT TR NEW(FRT)33,02435,429+2,4053,6973,4661.19%-231
KIMCO RLTY CORP(KIM)297,807315,773+17,9666,9786,7072.31%-271
SL GREEN RLTY CORP(SLG)29,97630,572+5962,0361,7640.61%-272
VORNADO RLTY TR(VNO)70,50871,740+1,2322,9642,6540.91%-310
KILROY RLTY CORP(KRC)46,00047,060+1,0601,8611,5420.53%-319
HOST HOTELS & RESORTS INC(HST)309,446329,108+19,6625,4214,6771.61%-745
SIMON PPTY GROUP INC NEW(SPG)125,398123,422-1,97621,59520,4987.05%-1,097
WELLTOWER INC(WELL)180,750139,486-41,26422,78021,3717.35%-1,409
IRON MTN INC DEL(IRM)129,266136,046+6,78013,58711,7054.02%-1,882
EQUINIX INC(EQIX)23,70924,459+75022,35519,9436.85%-2,412
DIGITAL RLTY TR INC(DLR)127,560139,469+11,90922,62019,9856.87%-2,636
SUN CMNTYS INC(SUI)56,0830-56,0836,8970-6,897
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