Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$250.93M
Total Bought
$18.43M
Total Sold
$14.83M
Net Transaction
+$3.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MID-America Apartment Communities(MAA)3,01846,527+43,5093976,6352.64%+6,238
Brixmor Property Group(BRX)0116,284+116,28402,6851.07%+2,685
Digital Realty Trust(DLR)116,450123,669+7,21916,77318,8047.49%+2,030
Welltower(WELL)183,053179,633-3,42017,10418,7277.46%+1,622
SL Green Realty Corp(SLG)026,515+26,51501,5020.60%+1,502
Healthpeak Properties(DOC)224,258285,414+61,1564,2055,5942.23%+1,389
LXP Industrial Trust(LXP)0118,266+118,26601,0790.43%+1,079
Ventas(VTR)167,329162,135-5,1947,2868,3113.31%+1,026
Avalonbay Communities58,75257,192-1,56010,90211,8324.72%+930
American Tower Corp Class A(AMT)86,72592,272+5,54717,13617,9367.15%+800
Iron Mountain(IRM)121,903117,664-4,2399,77810,5454.20%+767
Equinix(EQIX)20,26222,976+2,71416,72317,3846.93%+661
Extra Space Storage(EXR)86,49585,275-1,22012,71513,2535.28%+538
UDR(UDR)129,935129,237-6984,8615,3182.12%+457
Essex Property Trust(ESS)26,66925,530-1,1396,5296,9492.77%+420
Centerspace(CSR)04,693+4,69303170.13%+317
Regency Centers Corp(REG)68,14470,101+1,9574,1274,3601.74%+233
Prologis(PLD)138,216161,877+23,66117,99818,1807.25%+182
Equity Residential(EQR)149,842138,905-10,9379,4579,6323.84%+175
Kimco Realty Corp(KIM)260,475269,736+9,2615,1085,2492.09%+141
Veris Residential28,85231,690+2,8384394750.19%+37
Equity Lifestyle Properties(ELS)72,49071,914-5764,6684,6841.87%+15
UMH Properties(UMH)24,31425,598+1,2843954090.16%+14
American Assets Trust20,86920,86904574670.19%+10
Brandywine Realty Trust67,03966,296-7433222970.12%-25
Franklin Street Properties Corp18,5170-18,517420-42
Americold Realty Trust(COLD)116,735111,967-4,7682,9092,8601.14%-49
Empire State Realty Trust(ESRT)54,89753,349-1,5485565000.20%-56
Vornado Realty Trust(VNO)64,23567,958+3,7231,8481,7870.71%-61
JBG Smith Properties(JBGS)36,31231,650-4,6625834820.19%-101
Stag Industrial(STAG)73,96775,568+1,6012,8432,7251.09%-118
Kilroy Realty Corp(KRC)43,60546,972+3,3671,5891,4640.58%-124
RLJ Lodging Trust(RLJ)64,66564,66507646230.25%-142
Diamondrock Hospitality Co(DRH)87,29980,841-6,4588396830.27%-156
Hudson Pacific Properties51,94436,698-15,2463351770.07%-159
Federal Realty Invs Trust(FRT)30,84529,127-1,7183,1502,9411.17%-209
Boston Properties(BXP)61,76660,767-9994,0343,7411.49%-293
Macerich Co(MAC)94,06085,832-8,2281,6211,3250.53%-295
Sun Communities(SUI)50,17350,651+4786,4516,0952.43%-356
Rexford Industrial Realty(REXR)87,78388,717+9344,4153,9561.58%-460
Alexander & Baldwin30,5390-30,5395030-503
Sunstone Hotel Investors(SHO)79,8990-79,8998900-890
Host Hotels & Resorts(HST)292,175280,350-11,8256,0425,0412.01%-1,001
Hannon Armstrong Sustainable Infrastructure Capital(HASI)45,7420-45,7421,2990-1,299
Alexandria Real Estate Equities69,27764,560-4,7178,9307,5523.01%-1,379
Simon Property Group(SPG)132,775120,927-11,84820,77818,3577.32%-2,421
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