Fund Holdings — Vert Asset Management LLC

Total Portfolio Value
$315.12M
Total Bought
$17.61M
Total Sold
$15.56M
Net Transaction
+$2.05M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EQUINIX INC(EQIX)29,68429,162-52222,74328,5869.07%+5,843
IRON MTN INC DEL(IRM)140,934146,406+5,47211,69014,9544.75%+3,263
DIGITAL RLTY TR INC(DLR)141,148132,900-8,24821,83723,9507.60%+2,113
VENTAS INC(VTR)225,527235,078+9,55117,45119,2256.10%+1,773
CAMDEN PPTY TR(CPT)28,61949,818+21,1993,1504,8651.54%+1,715
KITE REALTY GROUP TRUST(KRG)41,86996,240+54,3711,0042,3630.75%+1,359
PROLOGIS INC.(PLD)173,545177,452+3,90722,15523,4567.44%+1,301
SIMON PPTY GROUP INC NEW(SPG)120,759126,791+6,03222,35423,6507.51%+1,297
WELLTOWER INC(WELL)116,162114,605-1,55721,56122,6597.19%+1,098
KIMCO REALTY CORP(KIM)336,256336,205-516,8167,5552.40%+739
REGENCY CTRS CORP(REG)84,91285,802+8905,8616,4922.06%+630
HOST HOTELS & RESORTS INC(HST)340,417340,989+5726,0366,5332.07%+498
BRIXMOR PPTY GROUP INC(BRX)144,965147,174+2,2093,8014,2391.35%+438
AMERICAN TOWER CORP(AMT)125,806130,238+4,43222,08822,4767.13%+389
EXTRA SPACE STORAGE INC(EXR)103,492105,224+1,73213,47713,7984.38%+321
FEDERAL RLTY INVT TR NEW(FRT)38,86039,864+1,0043,9174,2341.34%+317
STAG INDUSTRIAL INC(STAG)87,97595,788+7,8133,2343,4541.10%+220
EQUITY LIFESTYLE PROPERTIES(ELS)91,01191,194+1835,5165,6921.81%+176
HEALTHPEAK PROPERTIES INC(DOC)344,289345,412+1,1235,5365,6751.80%+139
PHILLIPS EDISON & CO INC(PECO)61,20261,20202,1772,2900.73%+113
URBAN EDGE PPTYS(UE)53,47455,782+2,3081,0261,1150.35%+88
DIAMONDROCK HOSPITALITY CO(DRH)99,710100,822+1,1128939450.30%+51
MACERICH CO(MAC)123,984123,105-8792,2892,3270.74%+38
AMERICAN ASSETS TR INC21,27620,869-4074033840.12%-19
BRANDYWINE RLTY TR(BDN)72,48066,296-6,1842121800.06%-32
UMH PPTYS INC(UMH)37,24737,726+4795935440.17%-48
CENTERSPACE(CSR)7,3357,33504894210.13%-68
VERIS RESIDENTIAL INC39,13126,298-12,8335824960.16%-86
JBG SMITH PPTYS(JBGS)32,07131,371-7005464580.15%-87
HUDSON PACIFIC PROPERTIES IN(HPP)18,04818,047-11951070.03%-89
EMPIRE ST RLTY TR INC(ESRT)59,09056,073-3,0173852920.09%-94
LXP INDUSTRIAL TRUST(LXP)28,33628,221-1151,4051,3060.41%-99
ALEXANDRIA REAL ESTATE EQ IN74,13074,376+2463,6283,4531.10%-175
AMERICOLD REALTY TRUST INC(COLD)133,439133,882+4431,7161,5340.49%-182
COUSINS PPTYS INC(CUZ)88,25986,015-2,2442,2751,9410.62%-334
SL GREEN RLTY CORP(SLG)36,17834,173-2,0051,6591,2620.40%-397
UDR INC(UDR)152,948154,165+1,2175,6105,2081.65%-402
KILROY REALTY CORP(KRC)53,20054,168+9681,9881,5280.48%-460
VORNADO RLTY TR(VNO)77,38779,340+1,9532,5752,0620.65%-513
EQUITY RESIDENTIAL(VMRK)175,412176,172+76011,05810,4213.31%-637
ESSEX PPTY TR INC(ESS)30,65030,462-1888,0207,3722.34%-649
ALEXANDER & BALDWIN INC NEW34,1380-34,1387050—-705
REXFORD INDL RLTY INC(REXR)118,345115,021-3,3244,5823,7651.19%-818
MID-AMER APT CMNTYS INC(MAA)57,22255,954-1,2687,9496,8332.17%-1,116
BXP INC(BXP)71,64469,856-1,7884,8353,6261.15%-1,209
AVALONBAY CMNTYS INC69,58369,769+18612,61611,3973.62%-1,219
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Vert Asset Management LLC — 13F Holdings — Q1 2026 | TickerTrail