Vert Asset Management LLC Top Holdings and 13F Report (2025) About Vert Asset Management LLCInvestment ActivityVert Asset Management LLC has $290.94 million in total holdings as of March 31, 2025.Vert Asset Management LLC owns shares of 45 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.83% of the portfolio was purchased this quarter.About 5.21% of the portfolio was sold this quarter.This quarter, Vert Asset Management LLC has purchased 43 new stocks and bought additional shares in 31 stocks.Vert Asset Management LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings American Tower $21,730,406Welltower $21,370,650Simon Property Group $20,497,926Digital Realty Trust $19,984,513Equinix $19,942,646 Largest New Holdings this Quarter 222795502 - Cousins Properties $2,025,588 Holding71844V201 - Phillips Edison & Company, Inc. $1,972,102 Holding91704F104 - Urban Edge Properties $1,029,800 Holding Largest Purchases this Quarter Cousins Properties 68,664 shares (about $2.03M)Phillips Edison & Company, Inc. 54,045 shares (about $1.97M)Digital Realty Trust 11,909 shares (about $1.71M)Ventas 16,935 shares (about $1.16M)Urban Edge Properties 54,200 shares (about $1.03M) Largest Sales this Quarter Welltower 41,264 shares (about $6.32M)Prologis 9,546 shares (about $1.07M)American Tower 2,507 shares (about $545.52K)Simon Property Group 1,976 shares (about $328.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVert Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMTAmerican Tower$21,730,406$545,523 ▼-2.4%99,8647.5%FinanceWELLWelltower$21,370,650$6,322,057 ▼-22.8%139,4867.3%FinanceSPGSimon Property Group$20,497,926$328,174 ▼-1.6%123,4227.0%FinanceDLRDigital Realty Trust$19,984,513$1,706,441 ▲9.3%139,4696.9%FinanceEQIXEquinix$19,942,646$611,513 ▲3.2%24,4596.9%FinancePLDPrologis$19,348,054$1,067,147 ▼-5.2%173,0756.7%FinanceEXRExtra Space Storage$14,740,602$860,797 ▲6.2%99,2705.1%FinanceAVBAvalonBay Communities$14,306,569$686,569 ▲5.0%66,6604.9%FinanceVTRVentas$13,627,132$1,164,451 ▲9.3%198,1844.7%FinanceIRMIron Mountain$11,705,398$583,351 ▲5.2%136,0464.0%Business ServicesEQREquity Residential$11,354,950$600,413 ▲5.6%158,6333.9%FinanceESSEssex Property Trust$9,178,706$482,235 ▲5.5%29,9403.2%FinanceMAAMid-America Apartment Communities$9,047,309$438,054 ▲5.1%53,9883.1%FinanceKIMKimco Realty$6,707,019$381,598 ▲6.0%315,7732.3%FinanceAREAlexandria Real Estate Equities$6,694,116$269,759 ▲4.2%72,3612.3%FinanceUDRUDR$6,625,490$398,264 ▲6.4%146,6792.3%FinancePEAKHealthpeak Properties$6,574,391$423,083 ▲6.9%325,1432.3%FinanceREGRegency Centers$5,865,985$396,165 ▲7.2%79,5282.0%FinanceELSEquity LifeStyle Properties$5,654,826$351,109 ▲6.6%84,7801.9%FinanceBXPBoston Properties$4,701,150$272,657 ▲6.2%69,9681.6%FinanceHSTHost Hotels & Resorts$4,676,625$279,397 ▲6.4%329,1081.6%FinanceREXRRexford Industrial Realty$4,129,699$294,291 ▲7.7%105,4841.4%FinanceBRXBrixmor Property Group$3,747,718$238,897 ▲6.8%141,1571.3%FinanceFRTFederal Realty Investment Trust$3,465,665$235,257 ▲7.3%35,4291.2%FinanceSTAGSTAG Industrial$3,074,571$202,453 ▲7.0%85,1211.1%FinanceVNOVornado Realty Trust$2,653,663$45,572 ▲1.7%71,7400.9%FinanceCOLDAmericold Realty Trust$2,644,623$147,537 ▲5.9%123,2350.9%FinanceCUZCousins Properties$2,025,588$2,025,588 ▲New Holding68,6640.7%FinancePECOPhillips Edison & Company, Inc.$1,972,102$1,972,102 ▲New Holding54,0450.7%FinanceMACMacerich$1,939,712$197,197 ▲11.3%112,9710.7%FinanceSLGSL Green Realty$1,764,004$34,389 ▲2.0%30,5720.6%FinanceKRCKilroy Realty$1,541,686$34,726 ▲2.3%47,0600.5%FinanceLXPLXP Industrial Trust$1,279,499$154,463 ▲13.7%147,9190.4%FinanceUEUrban Edge Properties$1,029,800$1,029,800 ▲New Holding54,2000.4%FinanceUMHUMH Properties$697,847$113,135 ▲19.3%37,3180.2%FinanceDRHDiamondRock Hospitality$686,540$49,099 ▲7.7%88,9300.2%FinanceVREVeris Residential$620,7610.0%36,6880.2%FinanceRLJRLJ Lodging Trust$588,255$109,127 ▲22.8%74,5570.2%FinanceALEXAlexander & Baldwin$583,477$167,476 ▲40.3%33,8640.2%FinanceJBGSJBG SMITH Properties$509,8820.0%31,6500.2%FinanceESRTEmpire State Realty Trust$435,9570.0%55,7490.1%FinanceAATAmerican Assets Trust$420,3020.0%20,8690.1%FinanceCSRCenterspace$388,7590.0%6,0040.1%FinanceBDNBrandywine Realty Trust$295,6800.0%66,2960.1%FinanceHPPHudson Pacific Properties$108,2590.0%36,6980.0%FinanceSUISun Communities$0$6,896,527 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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