Fund Holdings — Vert Asset Management LLC

Total Portfolio Value
$297.40M
Total Bought
$27.34M
Total Sold
$0
Net Transaction
+$27.34M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SIMON PPTY GROUP INC NEW(SPG)123,237128,817+5,58019,81224,1758.13%+4,364
WELLTOWER INC(WELL)133,425137,765+4,34020,51124,5418.25%+4,030
PROLOGIS INC.(PLD)184,251192,913+8,66219,36822,0927.43%+2,724
EQUINIX INC(EQIX)23,62127,244+3,62318,79021,3397.18%+2,549
VENTAS INC(VTR)196,887206,992+10,10512,43314,4874.87%+2,054
ALEXANDRIA REAL ESTATE EQ IN67,74770,266+2,5194,9205,8561.97%+936
HEALTHPEAK PROPERTIES INC(DOC)297,762318,587+20,8255,2146,1012.05%+887
REXFORD INDL RLTY INC(REXR)103,389106,830+3,4413,6784,3921.48%+714
DIGITAL RLTY TR INC(DLR)126,304131,283+4,97922,01922,6967.63%+678
KILROY RLTY CORP(KRC)47,16652,181+5,0151,6182,2050.74%+586
BXP INC(BXP)66,62767,975+1,3484,4955,0531.70%+558
HOST HOTELS & RESORTS INC(HST)310,272310,332+604,7665,2821.78%+516
FEDERAL RLTY INVT TR NEW(FRT)34,25337,048+2,7953,2543,7531.26%+500
EQUITY RESIDENTIAL(VMRK)146,194159,648+13,4549,86710,3343.47%+467
BRIXMOR PPTY GROUP INC(BRX)133,136141,312+8,1763,4673,9121.32%+445
IRON MTN INC DEL(IRM)129,482134,581+5,09913,28113,7194.61%+438
KIMCO RLTY CORP(KIM)299,794306,704+6,9106,3026,7012.25%+400
MACERICH CO(MAC)108,157116,417+8,2601,7502,1190.71%+369
VORNADO RLTY TR(VNO)67,43572,583+5,1482,5792,9420.99%+363
REGENCY CTRS CORP(REG)76,00978,365+2,3565,4145,7131.92%+299
LXP INDUSTRIAL TRUST(LXP)133,569144,068+10,4991,1031,2910.43%+188
JBG SMITH PPTYS(JBGS)31,07431,07405386910.23%+154
HUDSON PAC PPTYS INC36,69890,954+54,2561012510.08%+150
PHILLIPS EDISON & CO INC(PECO)52,73758,128+5,3911,8471,9960.67%+148
URBAN EDGE PPTYS(UE)50,27651,963+1,6879381,0640.36%+126
COUSINS PPTYS INC(CUZ)70,88277,110+6,2282,1292,2320.75%+103
EQUITY LIFESTYLE PPTYS INC(ELS)80,16583,091+2,9264,9445,0441.70%+100
DIAMONDROCK HOSPITALITY CO(DRH)85,47494,629+9,1556557530.25%+99
STAG INDL INC(STAG)78,29482,927+4,6332,8412,9260.98%+86
SL GREEN RLTY CORP(SLG)28,90631,295+2,3891,7891,8720.63%+82
VERIS RESIDENTIAL INC36,25637,318+1,0625405670.19%+27
CENTERSPACE(CSR)6,3766,812+4363844010.13%+17
AMERICAN ASSETS TR INC20,86920,86904124240.14%+12
ALEXANDER & BALDWIN INC NEW32,88032,88005865980.20%+12
RLJ LODGING TR(RLJ)67,86467,86404944890.16%-5
BRANDYWINE RLTY TR(BDN)66,29666,29602842760.09%-8
EMPIRE ST RLTY TR INC(ESRT)56,07356,07304544300.14%-24
UMH PPTYS INC(UMH)34,59435,683+1,0895815300.18%-51
MID-AMER APT CMNTYS INC(MAA)50,83153,063+2,2327,5237,4142.49%-109
EXTRA SPACE STORAGE INC(EXR)93,40096,921+3,52113,77113,6604.59%-111
ESSEX PPTY TR INC(ESS)28,40629,412+1,0068,0507,8722.65%-178
AVALONBAY CMNTYS INC62,84164,766+1,92512,78812,5114.21%-277
UDR INC(UDR)137,778142,085+4,3075,6255,2941.78%-331
AMERICOLD REALTY TRUST INC(COLD)124,482127,779+3,2972,0701,5640.53%-506
AMERICAN TOWER CORP NEW(AMT)93,250103,122+9,87220,61019,8326.67%-778
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Vert Asset Management LLC — 13F Holdings — Q3 2025 | TickerTrail