Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$274.59M
Total Bought
$797.1K
Total Sold
$23.46M
Net Transaction
-$22.67M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DIGITAL RLTY TR INC(DLR)139,469126,304-13,16519,98522,0198.02%+2,034
IRON MTN INC DEL(IRM)136,046129,482-6,56411,70513,2814.84%+1,576
COUSINS PPTYS INC(CUZ)68,66470,882+2,2182,0262,1290.78%+103
HOST HOTELS & RESORTS INC(HST)329,108310,272-18,8364,6774,7661.74%+89
KILROY RLTY CORP(KRC)47,06047,166+1061,5421,6180.59%+77
JBG SMITH PPTYS(JBGS)31,65031,074-5765105380.20%+28
SL GREEN RLTY CORP(SLG)30,57228,906-1,6661,7641,7890.65%+25
PROLOGIS INC.(PLD)173,075184,251+11,17619,34819,3687.05%+20
EMPIRE ST RLTY TR INC(ESRT)55,74956,073+3244364540.17%+18
ALEXANDER & BALDWIN INC NEW33,86432,880-9845835860.21%+3
CENTERSPACE(CSR)6,0046,376+3723893840.14%-5
HUDSON PAC PPTYS INC36,69836,69801081010.04%-8
AMERICAN ASSETS TR INC20,86920,86904204120.15%-8
BRANDYWINE RLTY TR66,29666,29602962840.10%-11
DIAMONDROCK HOSPITALITY CO(DRH)88,93085,474-3,4566876550.24%-32
VORNADO RLTY TR(VNO)71,74067,435-4,3052,6542,5790.94%-75
VERIS RESIDENTIAL INC36,68836,256-4326215400.20%-81
URBAN EDGE PPTYS(UE)54,20050,276-3,9241,0309380.34%-92
RLJ LODGING TR(RLJ)74,55767,864-6,6935884940.18%-94
UMH PPTYS INC(UMH)37,31834,594-2,7246985810.21%-117
PHILLIPS EDISON & CO INC(PECO)54,04552,737-1,3081,9721,8470.67%-125
LXP INDUSTRIAL TRUST(LXP)147,919133,569-14,3501,2791,1030.40%-176
MACERICH CO(MAC)112,971108,157-4,8141,9401,7500.64%-190
BXP INC(BXP)69,96866,627-3,3414,7014,4951.64%-206
FEDERAL RLTY INVT TR NEW(FRT)35,42934,253-1,1763,4663,2541.18%-212
STAG INDL INC(STAG)85,12178,294-6,8273,0752,8411.03%-234
BRIXMOR PPTY GROUP INC(BRX)141,157133,136-8,0213,7483,4671.26%-281
KIMCO RLTY CORP(KIM)315,773299,794-15,9796,7076,3022.29%-405
REGENCY CTRS CORP(REG)79,52876,009-3,5195,8665,4141.97%-452
REXFORD INDL RLTY INC(REXR)105,484103,389-2,0954,1303,6781.34%-452
AMERICOLD REALTY TRUST INC(COLD)123,235124,482+1,2472,6452,0700.75%-574
SIMON PPTY GROUP INC NEW(SPG)123,422123,237-18520,49819,8127.21%-686
EQUITY LIFESTYLE PPTYS INC(ELS)84,78080,165-4,6155,6554,9441.80%-711
WELLTOWER INC(WELL)139,486133,425-6,06121,37120,5117.47%-859
EXTRA SPACE STORAGE INC(EXR)99,27093,400-5,87014,74113,7715.01%-970
UDR INC(UDR)146,679137,778-8,9016,6255,6252.05%-1,000
AMERICAN TOWER CORP NEW(AMT)99,86493,250-6,61421,73020,6107.51%-1,120
ESSEX PPTY TR INC(ESS)29,94028,406-1,5349,1798,0502.93%-1,128
EQUINIX INC(EQIX)24,45923,621-83819,94318,7906.84%-1,153
VENTAS INC(VTR)198,184196,887-1,29713,62712,4334.53%-1,194
HEALTHPEAK PROPERTIES INC(DOC)325,143297,762-27,3816,5745,2141.90%-1,361
EQUITY RESIDENTIAL(EQR)158,633146,194-12,43911,3559,8673.59%-1,488
AVALONBAY CMNTYS INC66,66062,841-3,81914,30712,7884.66%-1,518
MID-AMER APT CMNTYS INC(MAA)53,98850,831-3,1579,0477,5232.74%-1,524
ALEXANDRIA REAL ESTATE EQ IN72,36167,747-4,6146,6944,9201.79%-1,774
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