Vert Asset Management Portfolio Snapshot: Real Estate Focus with Recent Share Changes

Vert Asset Management LLC maintains a concentrated portfolio in the Real Estate sector as of June 30, 2026. The fund's top holdings include WELLTOWER INC (WELL), VENTAS INC (VTR), and PROLOGIS INC (PLD). Recent periods saw significant share increases for AMERICAN TOWER CORP (AMT) and other Real Estate stocks.

By Insiderset.Jul 17, 2026, 8:01 PM
PLD
EQIX
WELL
SPG
DLR
AMT
Vert Asset Management Llc
Vert Asset Management Portfolio Snapshot: Real Estate Focus with Recent Share Changes
Vert Asset Management LLC maintains a concentrated portfolio in the Real Estate sector as of June 30, 2026. The fund's top holdings include WELLTOWER INC (WELL), VENTAS INC (VTR), and PROLOGIS INC (PLD). Recent periods saw significant share increases for AMERICAN TOWER CORP (AMT) and other Real Estate stocks.