Vert Asset Management Llc Portfolio Stock Holdings

Vert Asset Management Llc disclosed 44 stock positions valued at approximately $365.5 million in its latest SEC 13F filing. The largest holdings include EQUINIX INC, SIMON PPTY GROUP INC NEW, and WELLTOWER INC. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.

Report Period
June 30, 2026
No. of Stocks
44
Portfolio Value
$365.5M
Holdings by Sector
Vert Asset Management Llc Portfolio Holdings in Q2 2026

42 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
EQUINIX INCEQIXReal Estate8.28%29,044-118-0.40%$30,275,175
SIMON PPTY GROUP INC NEWSPGReal Estate7.94%129,706+2,915+2.30%$29,008,747
WELLTOWER INCWELLReal Estate7.60%122,448+7,843+6.84%$27,792,023
PROLOGIS INC.PLDReal Estate6.79%183,272+5,820+3.28%$24,827,858
DIGITAL RLTY TR INCDLRReal Estate6.68%136,008+3,108+2.34%$24,424,317
AMERICAN TOWER CORPAMTReal Estate6.21%138,807+8,569+6.58%$22,704,661
VENTAS INCVTRReal Estate6.17%253,903+18,825+8.01%$22,546,586
IRON MTN INC DELIRMReal Estate5.34%154,450+8,044+5.49%$19,508,580
EXTRA SPACE STORAGE INCEXRReal Estate4.36%109,611+4,387+4.17%$15,926,478
AVALONBAY CMNTYS INCAVBReal Estate3.73%72,165+2,396+3.43%$13,616,814
EQUITY RESIDENTIALEQRReal Estate3.34%179,611+3,439+1.95%$12,200,975
ESSEX PPTY TR INCESSReal Estate2.61%32,701+2,239+7.35%$9,535,285
KIMCO REALTY CORPKIMReal Estate2.42%348,358+12,153+3.61%$8,830,875
HOST HOTELS & RESORTS INCHSTReal Estate2.31%355,770+14,781+4.33%$8,435,307
MID-AMER APT CMNTYS INCMAAReal Estate2.22%58,352+2,398+4.29%$8,107,427
HEALTHPEAK PROPERTIES INCDOCReal Estate2.08%354,881+9,469+2.74%$7,594,453
REGENCY CTRS CORPREGReal Estate1.92%87,809+2,007+2.34%$7,001,890
UDR INCUDRReal Estate1.75%160,196+6,031+3.91%$6,395,024
EQUITY LIFESTYLE PROPERTIESELSReal Estate1.65%93,668+2,474+2.71%$6,036,903
CAMDEN PPTY TRCPTReal Estate1.59%50,682+864+1.73%$5,802,582
BXP INCBXPReal Estate1.40%77,301+7,445+10.66%$5,125,829
FEDERAL RLTY INVT TR NEWFRTReal Estate1.37%40,678+814+2.04%$5,021,292
BRIXMOR PPTY GROUP INCBRXReal Estate1.29%149,855+2,681+1.82%$4,724,928
ALEXANDRIA REAL ESTATE EQ INAREReal Estate1.16%80,072+5,696+7.66%$4,231,805
REXFORD INDL RLTY INCREXRReal Estate1.06%115,569+548+0.48%$3,871,562
STAG INDUSTRIAL INCSTAGReal Estate1.01%97,307+1,519+1.59%$3,703,504
MACERICH COMACReal Estate0.94%136,262+13,157+10.69%$3,432,440
VORNADO RLTY TRVNOReal Estate0.91%84,506+5,166+6.51%$3,321,086
KITE REALTY GROUP TRUSTKRGReal Estate0.79%101,386+5,146+5.35%$2,877,335
PHILLIPS EDISON & CO INCPECOReal Estate0.72%63,606+2,404+3.93%$2,647,282
COUSINS PPTYS INCCUZReal Estate0.68%82,995-3,020-3.51%$2,488,190
AMERICOLD REALTY TRUST INCCOLDReal Estate0.62%145,128+11,246+8.40%$2,281,412
KILROY REALTY CORPKRCReal Estate0.59%57,083+2,915+5.38%$2,138,900
SL GREEN RLTY CORPSLGReal Estate0.52%36,379+2,206+6.46%$1,883,341
URBAN EDGE PPTYSUEReal Estate0.37%59,459+3,677+6.59%$1,360,422
DIAMONDROCK HOSPITALITY CODRHReal Estate0.37%110,053+9,231+9.16%$1,340,446
AMERICAN ASSETS TR INCAATReal Estate0.16%23,770+2,901+13.90%$586,881
UMH PPTYS INCUMHReal Estate0.16%38,237+511+1.35%$578,908
JBG SMITH PPTYSJBGSReal Estate0.13%31,371--$460,213
CENTERSPACECSRReal Estate0.12%7,738+403+5.49%$434,798
EMPIRE ST RLTY TR INCESRTReal Estate0.09%59,090+3,017+5.38%$319,677
BRANDYWINE RLTY TRBDNReal Estate0.06%72,480+6,184+9.33%$229,762