Fund HoldingsVert Asset Management LLC

Total Portfolio Value
$300.64M
Total Bought
$24.62M
Total Sold
$6.89M
Net Transaction
+$17.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CAMDEN PPTY TR(CPT)028,619+28,61903,1501.05%+3,150
VENTAS INC(VTR)206,992225,527+18,53514,48717,4515.80%+2,964
AMERICAN TOWER CORP NEW(AMT)103,122125,806+22,68419,83222,0887.35%+2,255
LXP INDUSTRIAL TRUST(LXP)028,336+28,33601,4050.47%+1,405
EQUINIX INC(EQIX)27,24429,684+2,44021,33922,7437.56%+1,404
KITE RLTY GROUP TR(KRG)041,869+41,86901,0040.33%+1,004
HOST HOTELS & RESORTS INC(HST)310,332340,417+30,0855,2826,0362.01%+754
EQUITY RESIDENTIAL(EQR)159,648175,412+15,76410,33411,0583.68%+724
MID-AMER APT CMNTYS INC(MAA)53,06357,222+4,1597,4147,9492.64%+534
EQUITY LIFESTYLE PPTYS INC(ELS)83,09191,011+7,9205,0445,5161.83%+473
UDR INC(UDR)142,085152,948+10,8635,2945,6101.87%+316
STAG INDL INC(STAG)82,92787,975+5,0482,9263,2341.08%+307
HUDSON PAC PPTYS INC018,048+18,04801950.07%+195
REXFORD INDL RLTY INC(REXR)106,830118,345+11,5154,3924,5821.52%+191
PHILLIPS EDISON & CO INC(PECO)58,12861,202+3,0741,9962,1770.72%+181
MACERICH CO(MAC)116,417123,984+7,5672,1192,2890.76%+170
FEDERAL RLTY INVT TR NEW(FRT)37,04838,860+1,8123,7533,9171.30%+164
AMERICOLD REALTY TRUST INC(COLD)127,779133,439+5,6601,5641,7160.57%+152
REGENCY CTRS CORP(REG)78,36584,912+6,5475,7135,8611.95%+149
ESSEX PPTY TR INC(ESS)29,41230,650+1,2387,8728,0202.67%+148
DIAMONDROCK HOSPITALITY CO(DRH)94,62999,710+5,0817538930.30%+140
KIMCO RLTY CORP(KIM)306,704336,256+29,5526,7016,8162.27%+114
ALEXANDER & BALDWIN INC NEW32,88034,138+1,2585987050.23%+107
AVALONBAY CMNTYS INC64,76669,583+4,81712,51112,6164.20%+105
CENTERSPACE(CSR)6,8127,335+5234014890.16%+88
UMH PPTYS INC(UMH)35,68337,247+1,5645305930.20%+63
PROLOGIS INC.(PLD)192,913173,545-19,36822,09222,1557.37%+62
COUSINS PPTYS INC(CUZ)77,11088,259+11,1492,2322,2750.76%+44
VERIS RESIDENTIAL INC37,31839,131+1,8135675820.19%+15
AMERICAN ASSETS TR INC20,86921,276+4074244030.13%-21
URBAN EDGE PPTYS(UE)51,96353,474+1,5111,0641,0260.34%-38
EMPIRE ST RLTY TR INC(ESRT)56,07359,090+3,0174303850.13%-44
BRANDYWINE RLTY TR66,29672,480+6,1842762120.07%-65
BRIXMOR PPTY GROUP INC(BRX)141,312144,965+3,6533,9123,8011.26%-111
JBG SMITH PPTYS(JBGS)31,07432,071+9976915460.18%-146
EXTRA SPACE STORAGE INC(EXR)96,921103,492+6,57113,66013,4774.48%-183
SL GREEN RLTY CORP(SLG)31,29536,178+4,8831,8721,6590.55%-212
KILROY RLTY CORP(KRC)52,18153,200+1,0192,2051,9880.66%-217
BXP INC(BXP)67,97571,644+3,6695,0534,8351.61%-219
HUDSON PAC PPTYS INC90,9540-90,9542510-251
VORNADO RLTY TR(VNO)72,58377,387+4,8042,9422,5750.86%-366
RLJ LODGING TR(RLJ)67,8640-67,8644890-489
HEALTHPEAK PROPERTIES INC(DOC)318,587344,289+25,7026,1015,5361.84%-565
DIGITAL RLTY TR INC(DLR)131,283141,148+9,86522,69621,8377.26%-859
LXP INDUSTRIAL TRUST(LXP)144,0680-144,0681,2910-1,291
SIMON PPTY GROUP INC NEW(SPG)128,817120,759-8,05824,17522,3547.44%-1,821
IRON MTN INC DEL(IRM)134,581140,934+6,35313,71911,6903.89%-2,029
ALEXANDRIA REAL ESTATE EQ IN70,26674,130+3,8645,8563,6281.21%-2,228
WELLTOWER INC(WELL)137,765116,162-21,60324,54121,5617.17%-2,981
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