Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $30.3M | 8.28% | 29,044 | Trimmed |
| 2 | SPG | SIMON PPTY GROUP INC NEW | $29.0M | 7.94% | 129,706 | Added |
| 3 | WELL | WELLTOWER INC | $27.8M | 7.60% | 122,448 | Added |
| 4 | PLD | PROLOGIS INC. | $24.8M | 6.79% | 183,272 | Added |
| 5 | DLR | DIGITAL RLTY TR INC | $24.4M | 6.68% | 136,008 | Added |
| 6 | AMT | AMERICAN TOWER CORP | $22.7M | 6.21% | 138,807 | Added |
| 7 | VTR | VENTAS INC | $22.5M | 6.17% | 253,903 | Added |
| 8 | IRM | IRON MTN INC DEL | $19.5M | 5.34% | 154,450 | Added |
| 9 | EXR | EXTRA SPACE STORAGE INC | $15.9M | 4.36% | 109,611 | Added |
| 10 | AVB | AVALONBAY CMNTYS INC | $13.6M | 3.73% | 72,165 | Added |
| 11 | EQR | EQUITY RESIDENTIAL | $12.2M | 3.34% | 179,611 | Added |
| 12 | ESS | ESSEX PPTY TR INC | $9.5M | 2.61% | 32,701 | Added |
| 13 | KIM | KIMCO REALTY CORP | $8.8M | 2.42% | 348,358 | Added |
| 14 | HST | HOST HOTELS & RESORTS INC | $8.4M | 2.31% | 355,770 | Added |
| 15 | MAA | MID-AMER APT CMNTYS INC | $8.1M | 2.22% | 58,352 | Added |
| 16 | PEAK | HEALTHPEAK PROPERTIES INC | $7.6M | 2.08% | 354,881 | Added |
| 17 | REG | REGENCY CTRS CORP | $7.0M | 1.92% | 87,809 | Added |
| 18 | UDR | UDR INC | $6.4M | 1.75% | 160,196 | Added |
| 19 | ELS | EQUITY LIFESTYLE PROPERTIES | $6.0M | 1.65% | 93,668 | Added |
| 20 | CPT | CAMDEN PPTY TR | $5.8M | 1.59% | 50,682 | Added |
| 21 | BXP | BXP INC | $5.1M | 1.40% | 77,301 | Added |
| 22 | FRT | FEDERAL RLTY INVT TR NEW | $5.0M | 1.37% | 40,678 | Added |
| 23 | BRX | BRIXMOR PPTY GROUP INC | $4.7M | 1.29% | 149,855 | Added |
| 24 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $4.2M | 1.16% | 80,072 | Added |
| 25 | REXR | REXFORD INDL RLTY INC | $3.9M | 1.06% | 115,569 | Added |
Source: SEC Form 13F filings · as of 2026-06-30