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 (2026-03-31)

Vert Asset Management LLC (CIK 1904664) reported $315.1M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EQIX ($28.6M, 9.07%), DLR ($23.9M, 7.60%), SPG ($23.7M, 7.51%), PLD ($23.5M, 7.44%), WELL ($22.7M, 7.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EQIXEQUINIX INC$28.6M9.07%29,162Trimmed
2DLRDIGITAL RLTY TR INC$23.9M7.60%132,900Trimmed
3SPGSIMON PPTY GROUP INC NEW$23.7M7.51%126,791Added
4PLDPROLOGIS INC.$23.5M7.44%177,452Added
5WELLWELLTOWER INC$22.7M7.19%114,605Trimmed
6AMTAMERICAN TOWER CORP$22.5M7.13%130,238Added
7VTRVENTAS INC$19.2M6.10%235,078Added
8IRMIRON MTN INC DEL$15.0M4.75%146,406Added
9EXREXTRA SPACE STORAGE INC$13.8M4.38%105,224Added
10AVBAVALONBAY CMNTYS INC$11.4M3.62%69,769Added
11EQREQUITY RESIDENTIAL$10.4M3.31%176,172Added
12KIMKIMCO REALTY CORP$7.6M2.40%336,205Trimmed
13ESSESSEX PPTY TR INC$7.4M2.34%30,462Trimmed
14MAAMID-AMER APT CMNTYS INC$6.8M2.17%55,954Trimmed
15HSTHOST HOTELS & RESORTS INC$6.5M2.07%340,989Added
16REGREGENCY CTRS CORP$6.5M2.06%85,802Added
17ELSEQUITY LIFESTYLE PROPERTIES$5.7M1.81%91,194Added
18PEAKHEALTHPEAK PROPERTIES INC$5.7M1.80%345,412Added
19UDRUDR INC$5.2M1.65%154,165Added
20CPTCAMDEN PPTY TR$4.9M1.54%49,818Added
21BRXBRIXMOR PPTY GROUP INC$4.2M1.35%147,174Added
22FRTFEDERAL RLTY INVT TR NEW$4.2M1.34%39,864Added
23REXRREXFORD INDL RLTY INC$3.8M1.19%115,021Trimmed
24BXPBXP INC$3.6M1.15%69,856Trimmed
25AREALEXANDRIA REAL ESTATE EQ IN$3.5M1.10%74,376Added

Source: SEC Form 13F filings · as of 2026-03-31