Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Vert Asset Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Vert Asset Management LLC (CIK 1904664) reported $365.5M across 44 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EQIX ($30.3M, 8.28%), SPG ($29.0M, 7.94%), WELL ($27.8M, 7.60%), PLD ($24.8M, 6.79%), DLR ($24.4M, 6.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EQIXEQUINIX INC$30.3M8.28%29,044Trimmed
2SPGSIMON PPTY GROUP INC NEW$29.0M7.94%129,706Added
3WELLWELLTOWER INC$27.8M7.60%122,448Added
4PLDPROLOGIS INC.$24.8M6.79%183,272Added
5DLRDIGITAL RLTY TR INC$24.4M6.68%136,008Added
6AMTAMERICAN TOWER CORP$22.7M6.21%138,807Added
7VTRVENTAS INC$22.5M6.17%253,903Added
8IRMIRON MTN INC DEL$19.5M5.34%154,450Added
9EXREXTRA SPACE STORAGE INC$15.9M4.36%109,611Added
10AVBAVALONBAY CMNTYS INC$13.6M3.73%72,165Added
11EQREQUITY RESIDENTIAL$12.2M3.34%179,611Added
12ESSESSEX PPTY TR INC$9.5M2.61%32,701Added
13KIMKIMCO REALTY CORP$8.8M2.42%348,358Added
14HSTHOST HOTELS & RESORTS INC$8.4M2.31%355,770Added
15MAAMID-AMER APT CMNTYS INC$8.1M2.22%58,352Added
16PEAKHEALTHPEAK PROPERTIES INC$7.6M2.08%354,881Added
17REGREGENCY CTRS CORP$7.0M1.92%87,809Added
18UDRUDR INC$6.4M1.75%160,196Added
19ELSEQUITY LIFESTYLE PROPERTIES$6.0M1.65%93,668Added
20CPTCAMDEN PPTY TR$5.8M1.59%50,682Added
21BXPBXP INC$5.1M1.40%77,301Added
22FRTFEDERAL RLTY INVT TR NEW$5.0M1.37%40,678Added
23BRXBRIXMOR PPTY GROUP INC$4.7M1.29%149,855Added
24AREALEXANDRIA REAL ESTATE EQ IN$4.2M1.16%80,072Added
25REXRREXFORD INDL RLTY INC$3.9M1.06%115,569Added

Source: SEC Form 13F filings · as of 2026-06-30