Fund Holdings

Vert Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SIMON PPTY GROUP INC NEW(SPG)123,237128,817+5,58019,811,58024,175,0868.13%+4,363,506
WELLTOWER INC(WELL)133,425137,765+4,34020,511,42524,541,4578.25%+4,030,032
PROLOGIS INC.(PLD)184,251192,913+8,66219,368,46522,092,3977.43%+2,723,932
EQUINIX INC(EQIX)23,62127,244+3,62318,789,79721,338,5917.18%+2,548,794
VENTAS INC(VTR)196,887206,992+10,10512,433,41414,487,3704.87%+2,053,956
ALEXANDRIA REAL ESTATE EQ IN67,74770,266+2,5194,920,4655,855,9681.97%+935,503
HEALTHPEAK PROPERTIES INC(DOC)297,762318,587+20,8255,213,8136,100,9412.05%+887,128
REXFORD INDL RLTY INC(REXR)103,389106,830+3,4413,677,5474,391,7811.48%+714,234
DIGITAL RLTY TR INC(DLR)126,304131,283+4,97922,018,57622,696,2057.63%+677,629
KILROY RLTY CORP(KRC)47,16652,181+5,0151,618,2652,204,6470.74%+586,382
BXP INC(BXP)66,62767,975+1,3484,495,3245,053,2621.70%+557,938
HOST HOTELS & RESORTS INC(HST)310,272310,332+604,765,7785,281,8511.78%+516,073
FEDERAL RLTY INVT TR NEW(FRT)34,25337,048+2,7953,253,6923,753,3331.26%+499,641
EQUITY RESIDENTIAL(EQR)146,194159,648+13,4549,866,63310,334,0153.47%+467,382
BRIXMOR PPTY GROUP INC(BRX)133,136141,312+8,1763,466,8613,911,5161.32%+444,655
IRON MTN INC DEL(IRM)129,482134,581+5,09913,280,96913,719,1874.61%+438,218
KIMCO RLTY CORP(KIM)299,794306,704+6,9106,301,6706,701,4822.25%+399,812
MACERICH CO(MAC)108,157116,417+8,2601,749,9802,118,7890.71%+368,809
VORNADO RLTY TR(VNO)67,43572,583+5,1482,578,7142,941,7890.99%+363,075
REGENCY CTRS CORP(REG)76,00978,365+2,3565,414,1215,712,8091.92%+298,688
LXP INDUSTRIAL TRUST(LXP)133,569144,068+10,4991,103,2801,290,8490.43%+187,569
JBG SMITH PPTYS(JBGS)31,07431,0740537,580691,3970.23%+153,817
HUDSON PAC PPTYS INC36,69890,954+54,256100,553251,0330.08%+150,480
PHILLIPS EDISON & CO INC(PECO)52,73758,128+5,3911,847,3771,995,5340.67%+148,157
URBAN EDGE PPTYS(UE)50,27651,963+1,687938,1501,063,6830.36%+125,533
COUSINS PPTYS INC(CUZ)70,88277,110+6,2282,128,5862,231,5630.75%+102,977
EQUITY LIFESTYLE PPTYS INC(ELS)80,16583,091+2,9264,943,7765,043,6241.70%+99,848
DIAMONDROCK HOSPITALITY CO(DRH)85,47494,629+9,155654,731753,2470.25%+98,516
STAG INDL INC(STAG)78,29482,927+4,6332,840,5062,926,4940.98%+85,988
SL GREEN RLTY CORP(SLG)28,90631,295+2,3891,789,2811,871,7540.63%+82,473
VERIS RESIDENTIAL INC36,25637,318+1,062539,852567,2340.19%+27,382
CENTERSPACE(CSR)6,3766,812+436383,771401,2270.13%+17,456
AMERICAN ASSETS TR INC20,86920,8690412,163424,0580.14%+11,895
ALEXANDER & BALDWIN INC NEW32,88032,8800586,250598,0870.20%+11,837
RLJ LODGING TR(RLJ)67,86467,8640494,050488,6210.16%-5,429
BRANDYWINE RLTY TR66,29666,2960284,410276,4540.09%-7,956
EMPIRE ST RLTY TR INC(ESRT)56,07356,0730453,631429,5190.14%-24,112
UMH PPTYS INC(UMH)34,59435,683+1,089580,833529,8930.18%-50,940
MID-AMER APT CMNTYS INC(MAA)50,83153,063+2,2327,523,4967,414,4932.49%-109,003
EXTRA SPACE STORAGE INC(EXR)93,40096,921+3,52113,770,89613,660,0464.59%-110,850
ESSEX PPTY TR INC(ESS)28,40629,412+1,0068,050,2607,872,4162.65%-177,844
AVALONBAY CMNTYS INC62,84164,766+1,92512,788,14412,510,8484.21%-277,296
UDR INC(UDR)137,778142,085+4,3075,625,4765,294,0871.78%-331,389
AMERICOLD REALTY TRUST INC(COLD)124,482127,779+3,2972,070,1361,564,0150.53%-506,121
AMERICAN TOWER CORP NEW(AMT)93,250103,122+9,87220,610,11519,832,4236.67%-777,692
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