Fund Holdings

Vert Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SIMON PPTY GROUP INC NEW(SPG)126,791129,706+2,91523,650,32629,008,7477.94%+5,358,421
WELLTOWER INC(WELL)114,605122,448+7,84322,658,55527,792,0237.60%+5,133,468
IRON MTN INC DEL(IRM)146,406154,450+8,04414,953,90919,508,5805.34%+4,554,671
VENTAS INC(VTR)235,078253,903+18,82519,224,67922,546,5866.17%+3,321,907
AVALONBAY CMNTYS INC69,76972,165+2,39611,396,76613,616,8143.73%+2,220,048
ESSEX PPTY TR INC(ESS)30,46232,701+2,2397,371,8049,535,2852.61%+2,163,481
EXTRA SPACE STORAGE INC(EXR)105,224109,611+4,38713,798,02315,926,4784.36%+2,128,455
HEALTHPEAK PROPERTIES INC(DOC)345,412354,881+9,4695,675,1197,594,4532.08%+1,919,334
HOST HOTELS & RESORTS INC(HST)340,989355,770+14,7816,533,3498,435,3072.31%+1,901,958
EQUITY RESIDENTIAL(EQR)176,172179,611+3,43910,420,57412,200,9753.34%+1,780,401
EQUINIX INC(EQIX)29,16229,044-11828,585,75930,275,1758.28%+1,689,416
BXP INC(BXP)69,85677,301+7,4453,625,5265,125,8291.40%+1,500,303
PROLOGIS INC.(PLD)177,452183,272+5,82023,455,60524,827,8586.79%+1,372,253
KIMCO REALTY CORP(KIM)336,205348,358+12,1537,554,5268,830,8752.42%+1,276,349
MID-AMER APT CMNTYS INC(MAA)55,95458,352+2,3986,833,1028,107,4272.22%+1,274,325
VORNADO RLTY TR(VNO)79,34084,506+5,1662,062,0473,321,0860.91%+1,259,039
UDR INC(UDR)154,165160,196+6,0315,207,6946,395,0241.75%+1,187,330
MACERICH CO(MAC)123,105136,262+13,1572,326,6853,432,4400.94%+1,105,755
CAMDEN PPTY TR(CPT)49,81850,682+8644,865,2265,802,5821.59%+937,356
FEDERAL RLTY INVT TR NEW(FRT)39,86440,678+8144,233,9555,021,2921.37%+787,337
ALEXANDRIA REAL ESTATE EQ IN74,37680,072+5,6963,452,5344,231,8051.16%+779,271
AMERICOLD REALTY TRUST INC(COLD)133,882145,128+11,2461,534,2882,281,4120.62%+747,124
SL GREEN RLTY CORP(SLG)34,17336,379+2,2061,262,3511,883,3410.52%+620,990
KILROY REALTY CORP(KRC)54,16857,083+2,9151,528,0792,138,9000.59%+610,821
COUSINS PPTYS INC(CUZ)86,01582,995-3,0201,941,3592,488,1900.68%+546,831
KITE REALTY GROUP TRUST(KRG)96,240101,386+5,1462,362,6922,877,3350.79%+514,643
REGENCY CTRS CORP(REG)85,80287,809+2,0076,491,7797,001,8901.92%+510,111
BRIXMOR PPTY GROUP INC(BRX)147,174149,855+2,6814,238,6114,724,9281.29%+486,317
DIGITAL RLTY TR INC(DLR)132,900136,008+3,10823,949,90924,424,3176.68%+474,408
DIAMONDROCK HOSPITALITY CO(DRH)100,822110,053+9,231944,7021,340,4460.37%+395,744
PHILLIPS EDISON & CO INC(PECO)61,20263,606+2,4042,290,1792,647,2820.72%+357,103
EQUITY LIFESTYLE PROPERTIES(ELS)91,19493,668+2,4745,692,3296,036,9031.65%+344,574
LXP INDUSTRIAL TRUST(LXP)28,22128,965+7441,305,5031,560,6340.43%+255,131
STAG INDUSTRIAL INC(STAG)95,78897,307+1,5193,454,1153,703,5041.01%+249,389
URBAN EDGE PPTYS(UE)55,78259,459+3,6771,114,5241,360,4220.37%+245,898
AMERICAN TOWER CORP(AMT)130,238138,807+8,56922,476,47422,704,6616.21%+228,187
AMERICAN ASSETS TR INC20,86923,770+2,901384,198586,8810.16%+202,683
HUDSON PACIFIC PROPERTIES IN18,04719,222+1,175106,658291,9820.08%+185,324
REXFORD INDL RLTY INC(REXR)115,021115,569+5483,764,6373,871,5621.06%+106,925
BRANDYWINE RLTY TR66,29672,480+6,184179,662229,7620.06%+50,100
UMH PPTYS INC(UMH)37,72638,237+511544,386578,9080.16%+34,522
EMPIRE ST RLTY TR INC(ESRT)56,07359,090+3,017291,580319,6770.09%+28,097
CENTERSPACE(CSR)7,3357,738+403421,396434,7980.12%+13,402
JBG SMITH PPTYS(JBGS)31,37131,3710458,330460,2130.13%+1,883
VERIS RESIDENTIAL INC26,2980-26,298496,2430-496,243
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