Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$292.12M
Total Bought
$20.41M
Total Sold
$0
Net Transaction
+$20.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
DIGITAL RLTY TR INC(DLR)127,278127,560+28220,59722,6207.74%+2,023
EQUINIX INC(EQIX)23,31923,709+39020,69922,3557.65%+1,656
SIMON PPTY GROUP INC NEW(SPG)121,615125,398+3,78320,55521,5957.39%+1,039
AVALONBAY CMNTYS INC58,11163,461+5,35013,09013,9604.78%+870
KIMCO RLTY CORP(KIM)271,790297,807+26,0176,3116,9782.39%+667
MID-AMER APT CMNTYS INC(MAA)46,87551,374+4,4997,4487,9412.72%+492
HOST HOTELS & RESORTS INC(HST)282,768309,446+26,6784,9775,4211.86%+445
MACERICH CO(MAC)87,258101,486+14,2281,5922,0220.69%+430
ALEXANDER & BALDWIN INC NEW024,144+24,14404280.15%+428
ESSEX PPTY TR INC(ESS)26,00128,367+2,3667,6818,0972.77%+416
REGENCY CTRS CORP(REG)70,67774,157+3,4805,1055,4821.88%+377
EQUITY RESIDENTIAL(EQR)139,773150,245+10,47210,40710,7823.69%+374
BRIXMOR PPTY GROUP INC(BRX)119,534132,159+12,6253,3303,6791.26%+349
FEDERAL RLTY INVT TR NEW(FRT)29,40733,024+3,6173,3813,6971.27%+316
KILROY RLTY CORP(KRC)40,58146,000+5,4191,5701,8610.64%+290
VORNADO RLTY TR(VNO)68,28270,508+2,2262,6902,9641.01%+274
RLJ LODGING TR(RLJ)48,01260,726+12,7144416200.21%+179
SL GREEN RLTY CORP(SLG)26,90929,976+3,0671,8732,0360.70%+163
EQUITY LIFESTYLE PPTYS INC(ELS)72,42479,516+7,0925,1675,2961.81%+129
UDR INC(UDR)129,983137,862+7,8795,8935,9852.05%+91
UMH PPTYS INC(UMH)25,59831,268+5,6705045900.20%+87
CENTERSPACE(CSR)4,7096,004+1,2953323970.14%+65
VENTAS INC(VTR)165,614181,249+15,63510,62110,6743.65%+53
VERIS RESIDENTIAL INC31,69036,688+4,9985666100.21%+44
DIAMONDROCK HOSPITALITY CO(DRH)80,84182,570+1,7297067460.26%+40
BRANDYWINE RLTY TR66,29666,29603613710.13%+11
SUN CMNTYS INC(SUI)51,02356,083+5,0606,8966,8972.36%+1
AMERICAN ASSETS TR INC20,86920,86905585480.19%-10
EMPIRE ST RLTY TR INC(ESRT)53,34955,749+2,4005915750.20%-16
BXP INC(BXP)61,26165,910+4,6494,9294,9011.68%-28
HUDSON PAC PPTYS INC36,69836,69801751110.04%-64
JBG SMITH PPTYS(JBGS)31,65031,65005534860.17%-67
HEALTHPEAK PROPERTIES INC(DOC)273,758304,219+30,4616,2616,1672.11%-94
LXP INDUSTRIAL TRUST(LXP)120,140130,062+9,9221,2071,0560.36%-151
STAG INDL INC(STAG)75,56879,516+3,9482,9542,6890.92%-265
WELLTOWER INC(WELL)180,451180,750+29923,10322,7807.80%-323
ALEXANDRIA REAL ESTATE EQ IN61,01069,445+8,4357,2456,7742.32%-471
IRON MTN INC DEL(IRM)119,937129,266+9,32914,25213,5874.65%-665
AMERICOLD REALTY TRUST INC(COLD)111,967116,360+4,3933,1652,4900.85%-675
REXFORD INDL RLTY INC(REXR)89,57997,967+8,3884,5073,7871.30%-719
PROLOGIS INC.(PLD)162,871182,621+19,75020,56719,3036.61%-1,264
EXTRA SPACE STORAGE INC(EXR)86,56393,473+6,91015,59813,9844.79%-1,614
AMERICAN TOWER CORP NEW(AMT)92,860102,371+9,51121,59618,7766.43%-2,820
Page 1 of 1