Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$290.05M
Total Bought
$37.91M
Total Sold
$1.26M
Net Transaction
+$36.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Welltower(WELL)179,633180,451+81818,72723,1037.97%+4,376
Iron Mountain(IRM)117,664119,937+2,27310,54514,2524.91%+3,707
American Tower Corp Class A(AMT)92,27292,860+58817,93621,5967.45%+3,660
Equinix(EQIX)22,97623,319+34317,38420,6997.14%+3,315
Prologis(PLD)161,877162,871+99418,18020,5677.09%+2,387
Extra Space Storage(EXR)85,27586,563+1,28813,25315,5985.38%+2,345
Ventas(VTR)162,135165,614+3,4798,31110,6213.66%+2,310
Simon Property Group(SPG)120,927121,615+68818,35720,5557.09%+2,199
Digital Realty Trust(DLR)123,669127,278+3,60918,80420,5977.10%+1,794
Avalonbay Communities57,19258,111+91911,83213,0904.51%+1,257
BXP(BXP)60,76761,261+4943,7414,9291.70%+1,188
Kimco Realty Corp(KIM)269,736271,790+2,0545,2496,3112.18%+1,062
Vornado Realty Trust(VNO)67,95868,282+3241,7872,6900.93%+904
MID-America Apartment Communities(MAA)46,52746,875+3486,6357,4482.57%+813
Sun Communities(SUI)50,65151,023+3726,0956,8962.38%+800
Equity Residential(EQR)138,905139,773+8689,63210,4073.59%+776
Regency Centers Corp(REG)70,10170,677+5764,3605,1051.76%+745
Essex Property Trust(ESS)25,53026,001+4716,9497,6812.65%+732
Healthpeak Properties(DOC)285,414273,758-11,6565,5946,2612.16%+667
Brixmor Property Group(BRX)116,284119,534+3,2502,6853,3301.15%+645
UDR(UDR)129,237129,983+7465,3185,8932.03%+575
Rexford Industrial Realty(REXR)88,71789,579+8623,9564,5071.55%+551
Equity Lifestyle Properties(ELS)71,91472,424+5104,6845,1671.78%+483
Federal Realty Invs Trust(FRT)29,12729,407+2802,9413,3811.17%+440
SL Green Realty Corp(SLG)26,51526,909+3941,5021,8730.65%+371
Americold Realty Trust(COLD)111,967111,96702,8603,1651.09%+306
Macerich Co(MAC)85,83287,258+1,4261,3251,5920.55%+266
Stag Industrial(STAG)75,56875,56802,7252,9541.02%+229
LXP Industrial Trust(LXP)118,266120,140+1,8741,0791,2070.42%+129
Kilroy Realty Corp(KRC)46,97240,581-6,3911,4641,5700.54%+106
UMH Properties(UMH)25,59825,59804095040.17%+94
Empire State Realty Trust(ESRT)53,34953,34905005910.20%+91
Veris Residential31,69031,69004755660.20%+91
American Assets Trust20,86920,86904675580.19%+91
JBG Smith Properties(JBGS)31,65031,65004825530.19%+71
Brandywine Realty Trust66,29666,29602973610.12%+64
Diamondrock Hospitality Co(DRH)80,84180,84106837060.24%+23
Centerspace(CSR)4,6934,709+163173320.11%+14
Hudson Pacific Properties36,69836,69801771750.06%-1
Host Hotels & Resorts(HST)280,350282,768+2,4185,0414,9771.72%-64
RLJ Lodging Trust(RLJ)64,66548,012-16,6536234410.15%-182
Alexandria Real Estate Equities64,56061,010-3,5507,5527,2452.50%-307
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