Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$197.21M
Total Bought
$13.04M
Total Sold
$316.7K
Net Transaction
+$12.73M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Stag Industrial(STAG)15,72766,279+50,5525642,2871.16%+1,723
Digital Realty Trust(DLR)113,850120,731+6,88112,96414,6117.41%+1,647
Extra Space Storage(EXR)53,29373,910+20,6177,9338,9864.56%+1,053
Welltower(WELL)176,265185,289+9,02414,25815,1797.70%+921
Iron Mountain(IRM)112,497118,712+6,2156,3927,0573.58%+665
Boston Properties(BXP)56,48760,961+4,4743,2533,6261.84%+373
Vornado Realty Trust(VNO)67,40664,235-3,1711,2231,4570.74%+234
Hudson Pacific Properties47,53064,117+16,5872014260.22%+226
Kilroy Realty Corp(KRC)41,13345,804+4,6711,2381,4480.73%+210
Diamondrock Hospitality Co(DRH)68,75087,299+18,5495517010.36%+150
Hersha Hospitality Trust011,491+11,49101130.06%+113
American Assets Trust18,93123,415+4,4843634550.23%+92
Host Hotels & Resorts(HST)273,075291,449+18,3744,5964,6842.37%+88
JBG Smith Properties(JBGS)37,71543,786+6,0715676330.32%+66
Americold Realty Trust(COLD)102,914110,567+7,6533,3243,3621.70%+38
Franklin Street Properties Corp018,517+18,5170340.02%+34
Sunstone Hotel Investors(SHO)72,74682,270+9,5247367690.39%+33
Empire State Realty Trust(ESRT)52,84752,84703964250.22%+29
Prologis(PLD)111,364121,919+10,55513,65713,6816.94%+24
Veris Residential27,49827,49804414540.23%+12
Macerich Co(MAC)84,54287,870+3,3289539590.49%+6
Alexander & Baldwin27,91730,539+2,6225195110.26%-8
Equity Lifestyle Properties(ELS)69,31772,371+3,0544,6374,6112.34%-26
RLJ Lodging Trust(RLJ)60,86360,86306255960.30%-29
UMH Properties(UMH)23,90023,90003823350.17%-47
Regency Centers Corp(REG)61,40362,930+1,5273,7933,7411.90%-52
Hannon Armstrong Sustainable Infrastructure Capital(HASI)40,20743,830+3,6231,0059290.47%-76
Brandywine Realty Trust83,21767,039-16,1783873040.15%-83
Federal Realty Invs Trust(FRT)29,27330,264+9912,8332,7431.39%-90
American Tower Corp Class A(AMT)71,46883,645+12,17713,86113,7556.98%-105
Sun Communities(SUI)47,70251,431+3,7296,2236,0863.09%-137
Rexford Industrial Realty(REXR)82,96784,853+1,8864,3334,1872.12%-145
Healthpeak Properties(DOC)213,520224,199+10,6794,2924,1162.09%-175
Essex Property Trust(ESS)24,66126,130+1,4695,7785,5422.81%-236
Ventas(VTR)153,484164,831+11,3477,2556,9443.52%-311
Kimco Realty Corp(KIM)242,891252,569+9,6784,7904,4432.25%-347
Simon Property Group(SPG)123,097127,662+4,56514,21513,7916.99%-424
Avalonbay Communities54,62057,293+2,67310,3389,8404.99%-498
Alexandria Real Estate Equities63,65166,783+3,1327,2246,6853.39%-539
Equity Residential(EQR)138,684145,168+6,4849,1498,5234.32%-626
UDR(UDR)126,211127,780+1,5695,4224,5582.31%-864
Equinix(EQIX)18,54718,751+20414,54013,6186.91%-922
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