Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$231.84M
Total Bought
$25.90M
Total Sold
$8.83M
Net Transaction
+$17.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Simon Property Group(SPG)127,662132,586+4,92413,79118,9128.16%+5,121
Extra Space Storage(EXR)73,91085,522+11,6128,98613,7125.91%+4,726
Prologis(PLD)121,919137,047+15,12813,68118,2687.88%+4,588
American Tower Corp Class A(AMT)83,64584,690+1,04513,75518,2837.89%+4,527
Equinix(EQIX)18,75119,246+49513,61815,5016.69%+1,882
Digital Realty Trust(DLR)120,731121,525+79414,61116,3557.05%+1,744
Alexandria Real Estate Equities66,78366,188-5956,6858,3913.62%+1,706
Welltower(WELL)185,289186,605+1,31615,17916,8267.26%+1,647
Iron Mountain(IRM)118,712118,295-4177,0578,2783.57%+1,221
Ventas(VTR)164,831157,731-7,1006,9447,8613.39%+917
Essex Property Trust(ESS)26,13025,284-8465,5426,2692.70%+727
Kimco Realty Corp(KIM)252,569240,448-12,1214,4435,1242.21%+681
Regency Centers Corp(REG)62,93064,410+1,4803,7414,3151.86%+575
Avalonbay Communities57,29355,508-1,7859,84010,3924.48%+553
Stag Industrial(STAG)66,27971,695+5,4162,2872,8151.21%+527
Boston Properties(BXP)60,96158,944-2,0173,6264,1361.78%+510
Host Hotels & Resorts(HST)291,449266,598-24,8514,6845,1912.24%+507
Macerich Co(MAC)87,87089,682+1,8129591,3840.60%+425
Vornado Realty Trust(VNO)64,23564,23501,4571,8150.78%+358
Sun Communities(SUI)51,43147,733-3,6986,0866,3802.75%+293
Kilroy Realty Corp(KRC)45,80443,337-2,4671,4481,7270.74%+279
Hannon Armstrong Sustainable Infrastructure Capital(HASI)43,83043,594-2369291,2020.52%+273
Rexford Industrial Realty(REXR)84,85379,264-5,5894,1874,4471.92%+259
Federal Realty Invs Trust(FRT)30,26428,736-1,5282,7432,9611.28%+218
RLJ Lodging Trust(RLJ)60,86362,650+1,7875967340.32%+138
Diamondrock Hospitality Co(DRH)87,29987,29907018200.35%+119
Equity Lifestyle Properties(ELS)72,37167,040-5,3314,6114,7292.04%+118
Empire State Realty Trust(ESRT)52,84752,84704255120.22%+87
Alexander & Baldwin30,53930,53905115810.25%+70
UDR(UDR)127,780120,803-6,9774,5584,6262.00%+68
Brandywine Realty Trust67,03967,03903043620.16%+58
Hudson Pacific Properties64,11751,944-12,1734264840.21%+57
UMH Properties(UMH)23,90023,90003353660.16%+31
Sunstone Hotel Investors(SHO)82,27073,375-8,8957697870.34%+18
American Assets Trust23,41520,869-2,5464554700.20%+14
Franklin Street Properties Corp18,51718,517034470.02%+13
JBG Smith Properties(JBGS)43,78636,312-7,4746336180.27%-15
Veris Residential27,49827,49804544330.19%-21
Equity Residential(EQR)145,168138,553-6,6158,5238,4743.66%-49
Americold Realty Trust(COLD)110,567108,478-2,0893,3623,2841.42%-79
Hersha Hospitality Trust11,4910-11,4911130-113
Healthpeak Properties(DOC)224,199200,330-23,8694,1163,9671.71%-150
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