Fund Holdings

Vert Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EQUINIX INC(EQIX)29,68429,162-52222,742,69328,585,7599.07%+5,843,066
IRON MTN INC DEL(IRM)140,934146,406+5,47211,690,47514,953,9094.75%+3,263,434
DIGITAL RLTY TR INC(DLR)141,148132,900-8,24821,837,00723,949,9097.60%+2,112,902
VENTAS INC(VTR)225,527235,078+9,55117,451,27919,224,6796.10%+1,773,400
CAMDEN PPTY TR(CPT)28,61949,818+21,1993,150,3804,865,2261.54%+1,714,846
KITE REALTY GROUP TRUST(KRG)41,86996,240+54,3711,003,6002,362,6920.75%+1,359,092
PROLOGIS INC.(PLD)173,545177,452+3,90722,154,75523,455,6057.44%+1,300,850
SIMON PPTY GROUP INC NEW(SPG)120,759126,791+6,03222,353,69823,650,3267.51%+1,296,628
WELLTOWER INC(WELL)116,162114,605-1,55721,560,82922,658,5557.19%+1,097,726
KIMCO REALTY CORP(KIM)336,256336,205-516,815,9097,554,5262.40%+738,617
REGENCY CTRS CORP(REG)84,91285,802+8905,861,4756,491,7792.06%+630,304
HOST HOTELS & RESORTS INC(HST)340,417340,989+5726,035,5936,533,3492.07%+497,756
BRIXMOR PPTY GROUP INC(BRX)144,965147,174+2,2093,800,9824,238,6111.35%+437,629
AMERICAN TOWER CORP(AMT)125,806130,238+4,43222,087,75922,476,4747.13%+388,715
EXTRA SPACE STORAGE INC(EXR)103,492105,224+1,73213,476,72813,798,0234.38%+321,295
FEDERAL RLTY INVT TR NEW(FRT)38,86039,864+1,0043,917,0884,233,9551.34%+316,867
STAG INDUSTRIAL INC(STAG)87,97595,788+7,8133,233,9613,454,1151.10%+220,154
EQUITY LIFESTYLE PROPERTIES(ELS)91,01191,194+1835,516,1775,692,3291.81%+176,152
HEALTHPEAK PROPERTIES INC(DOC)344,289345,412+1,1235,536,1675,675,1191.80%+138,952
PHILLIPS EDISON & CO INC(PECO)61,20261,20202,176,9552,290,1790.73%+113,224
URBAN EDGE PPTYS(UE)53,47455,782+2,3081,026,1661,114,5240.35%+88,358
DIAMONDROCK HOSPITALITY CO(DRH)99,710100,822+1,112893,402944,7020.30%+51,300
MACERICH CO(MAC)123,984123,105-8792,288,7452,326,6850.74%+37,940
AMERICAN ASSETS TR INC21,27620,869-407402,755384,1980.12%-18,557
BRANDYWINE RLTY TR72,48066,296-6,184211,642179,6620.06%-31,980
UMH PPTYS INC(UMH)37,24737,726+479592,600544,3860.17%-48,214
CENTERSPACE(CSR)7,3357,3350489,391421,3960.13%-67,995
VERIS RESIDENTIAL INC39,13126,298-12,833582,269496,2430.16%-86,026
JBG SMITH PPTYS(JBGS)32,07131,371-700545,528458,3300.15%-87,198
HUDSON PACIFIC PROPERTIES IN18,04818,047-1195,458106,6580.03%-88,800
EMPIRE ST RLTY TR INC(ESRT)59,09056,073-3,017385,267291,5800.09%-93,687
LXP INDUSTRIAL TRUST(LXP)28,33628,221-1151,404,8991,305,5030.41%-99,396
ALEXANDRIA REAL ESTATE EQ IN74,13074,376+2463,627,9223,452,5341.10%-175,388
AMERICOLD REALTY TRUST INC(COLD)133,439133,882+4431,716,0261,534,2880.49%-181,738
COUSINS PPTYS INC(CUZ)88,25986,015-2,2442,275,3171,941,3590.62%-333,958
SL GREEN RLTY CORP(SLG)36,17834,173-2,0051,659,4851,262,3510.40%-397,134
UDR INC(UDR)152,948154,165+1,2175,610,1335,207,6941.65%-402,439
KILROY REALTY CORP(KRC)53,20054,168+9681,988,0841,528,0790.48%-460,005
VORNADO RLTY TR(VNO)77,38779,340+1,9532,575,4392,062,0470.65%-513,392
EQUITY RESIDENTIAL(EQR)175,412176,172+76011,057,97210,420,5743.31%-637,398
ESSEX PPTY TR INC(ESS)30,65030,462-1888,020,4927,371,8042.34%-648,688
ALEXANDER & BALDWIN INC NEW34,1380-34,138704,6080-704,608
REXFORD INDL RLTY INC(REXR)118,345115,021-3,3244,582,3183,764,6371.19%-817,681
MID-AMER APT CMNTYS INC(MAA)57,22255,954-1,2687,948,7086,833,1022.17%-1,115,606
BXP INC(BXP)71,64469,856-1,7884,834,5373,625,5261.15%-1,209,011
AVALONBAY CMNTYS INC69,58369,769+18612,616,09411,396,7663.62%-1,219,328
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