Vert Asset Management LLC Top Holdings and 13F Report (2025) About Vert Asset Management LLCInvestment ActivityVert Asset Management LLC has $292.12 million in total holdings as of December 31, 2024.Vert Asset Management LLC owns shares of 43 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 0.03% of the portfolio was sold this quarter.This quarter, Vert Asset Management LLC has purchased 42 new stocks and bought additional shares in 36 stocks.Vert Asset Management LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Welltower $22,779,923Digital Realty Trust $22,620,215Equinix $22,354,979Simon Property Group $21,594,790Prologis $19,303,040 Largest New Holdings this Quarter Alexander & Baldwin $428,315 Holding Largest Purchases this Quarter Prologis 20,744 shares (about $2.19M)American Tower 10,099 shares (about $1.85M)AvalonBay Communities 6,269 shares (about $1.38M)Extra Space Storage 8,198 shares (about $1.23M)Iron Mountain 11,602 shares (about $1.22M) Largest Sales this Quarter RLJ Lodging Trust 3,939 shares (about $40.22K)Kilroy Realty 972 shares (about $39.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVert Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWELLWelltower$22,779,923$140,776 ▲0.6%180,7507.8%FinanceDLRDigital Realty Trust$22,620,215$689,991 ▲3.1%127,5607.7%FinanceEQIXEquinix$22,354,979$691,138 ▲3.2%23,7097.7%FinanceSPGSimon Property Group$21,594,790$769,951 ▲3.7%125,3987.4%FinancePLDPrologis$19,303,040$2,192,641 ▲12.8%182,6216.6%FinanceAMTAmerican Tower$18,775,865$1,852,258 ▲10.9%102,3716.4%FinanceEXRExtra Space Storage$13,983,561$1,226,421 ▲9.6%93,4734.8%FinanceAVBAvalonBay Communities$13,959,516$1,378,992 ▲11.0%63,4614.8%FinanceIRMIron Mountain$13,587,149$1,219,486 ▲9.9%129,2664.7%Business ServicesEQREquity Residential$10,781,581$813,758 ▲8.2%150,2453.7%FinanceVTRVentas$10,673,754$1,125,624 ▲11.8%181,2493.7%FinanceESSEssex Property Trust$8,097,076$809,793 ▲11.1%28,3672.8%FinanceMAAMid-America Apartment Communities$7,940,879$749,201 ▲10.4%51,3742.7%FinanceKIMKimco Realty$6,977,618$657,704 ▲10.4%297,8072.4%FinanceSUISun Communities$6,896,527$667,973 ▲10.7%56,0832.4%FinanceAREAlexandria Real Estate Equities$6,774,360$476,532 ▲7.6%69,4452.3%FinancePEAKHealthpeak Properties$6,166,519$381,177 ▲6.6%304,2192.1%FinanceUDRUDR$5,984,589$374,411 ▲6.7%137,8622.0%FinanceREGRegency Centers$5,482,427$299,860 ▲5.8%74,1571.9%FinanceHSTHost Hotels & Resorts$5,421,494$509,762 ▲10.4%309,4461.9%FinanceELSEquity LifeStyle Properties$5,295,766$506,293 ▲10.6%79,5161.8%FinanceBXPBoston Properties$4,901,068$382,434 ▲8.5%65,9101.7%FinanceREXRRexford Industrial Realty$3,787,404$357,605 ▲10.4%97,9671.3%FinanceFRTFederal Realty Investment Trust$3,697,037$436,269 ▲13.4%33,0241.3%FinanceBRXBrixmor Property Group$3,679,307$441,960 ▲13.7%132,1591.3%FinanceVNOVornado Realty Trust$2,964,156$107,202 ▲3.8%70,5081.0%FinanceSTAGSTAG Industrial$2,689,231$133,521 ▲5.2%79,5160.9%FinanceCOLDAmericold Realty Trust$2,490,104$94,010 ▲3.9%116,3600.9%FinanceSLGSL Green Realty$2,035,970$235,071 ▲13.1%29,9760.7%FinanceMACMacerich$2,021,601$311,828 ▲18.2%101,4860.7%FinanceKRCKilroy Realty$1,860,700$39,317 ▼-2.1%46,0000.6%FinanceLXPLXP Industrial Trust$1,056,103$95,783 ▲10.0%130,0620.4%FinanceDRHDiamondRock Hospitality$745,607$15,613 ▲2.1%82,5700.3%FinanceRLJRLJ Lodging Trust$620,012$40,217 ▼-6.1%60,7260.2%FinanceVREVeris Residential$610,121$83,117 ▲15.8%36,6880.2%FinanceUMHUMH Properties$590,340$107,050 ▲22.2%31,2680.2%FinanceESRTEmpire State Realty Trust$575,330$24,768 ▲4.5%55,7490.2%FinanceAATAmerican Assets Trust$548,0200.0%20,8690.2%FinanceJBGSJBG SMITH Properties$486,4610.0%31,6500.2%FinanceALEXAlexander & Baldwin$428,315$428,315 ▲New Holding24,1440.1%FinanceCSRCenterspace$397,165$86,723 ▲27.9%6,0040.1%FinanceBDNBrandywine Realty Trust$371,2580.0%66,2960.1%FinanceHPPHudson Pacific Properties$111,1950.0%36,6980.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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