Vert Asset Management LLC Top Holdings and 13F Report (2025) About Vert Asset Management LLCInvestment ActivityVert Asset Management LLC has $274.59 million in total holdings as of June 30, 2025.Vert Asset Management LLC owns shares of 45 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 0.47% of the portfolio was purchased this quarter.About 4.91% of the portfolio was sold this quarter.This quarter, Vert Asset Management LLC has purchased 45 new stocks and bought additional shares in 6 stocks.Vert Asset Management LLC sold shares of 36 stocks and completely divested from 0 stocks this quarter.Largest Holdings Digital Realty Trust $22,018,576American Tower $20,610,115Welltower $20,511,425Simon Property Group $19,811,580Prologis $19,368,465 Largest Purchases this Quarter Prologis 11,176 shares (about $1.17M)Cousins Properties 2,218 shares (about $66.61K)Centerspace 372 shares (about $22.39K)Americold Realty Trust 1,247 shares (about $20.74K)Kilroy Realty 106 shares (about $3.64K) Largest Sales this Quarter Digital Realty Trust 13,165 shares (about $2.30M)American Tower 6,614 shares (about $1.46M)Welltower 6,061 shares (about $931.76K)Extra Space Storage 5,870 shares (about $865.47K)Equity Residential 12,439 shares (about $839.51K) 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 PortfolioSectorDLRDigital Realty Trust$22,018,576$2,295,054 ▼-9.4%126,3048.0%FinanceAMTAmerican Tower$20,610,115$1,461,826 ▼-6.6%93,2507.5%FinanceWELLWelltower$20,511,425$931,758 ▼-4.3%133,4257.5%FinanceSPGSimon Property Group$19,811,580$29,741 ▼-0.1%123,2377.2%FinancePLDPrologis$19,368,465$1,174,821 ▲6.5%184,2517.1%FinanceEQIXEquinix$18,789,797$666,604 ▼-3.4%23,6216.8%FinanceEXRExtra Space Storage$13,770,896$865,473 ▼-5.9%93,4005.0%FinanceIRMIron Mountain$13,280,969$673,269 ▼-4.8%129,4824.8%Business ServicesAVBAvalonBay Communities$12,788,144$777,167 ▼-5.7%62,8414.7%FinanceVTRVentas$12,433,414$81,906 ▼-0.7%196,8874.5%FinanceEQREquity Residential$9,866,633$839,508 ▼-7.8%146,1943.6%FinanceESSEssex Property Trust$8,050,260$434,736 ▼-5.1%28,4062.9%FinanceMAAMid-America Apartment Communities$7,523,496$467,268 ▼-5.8%50,8312.7%FinanceKIMKimco Realty$6,301,670$335,879 ▼-5.1%299,7942.3%FinanceUDRUnited Dominion Realty Trust$5,625,476$363,428 ▼-6.1%137,7782.0%FinanceREGRegency Centers$5,414,121$250,658 ▼-4.4%76,0092.0%FinancePEAKHealthpeak Properties$5,213,813$479,441 ▼-8.4%297,7621.9%FinanceELSEquity Lifestyle Properties$4,943,776$284,607 ▼-5.4%80,1651.8%FinanceAREAlexandria Real Estate Equities$4,920,465$335,115 ▼-6.4%67,7471.8%FinanceHSTHost Hotels & Resorts$4,765,778$289,321 ▼-5.7%310,2721.7%FinanceBXPBXP$4,495,324$225,417 ▼-4.8%66,6271.6%FinanceREXRRexford Industrial Realty$3,677,547$74,519 ▼-2.0%103,3891.3%FinanceBRXBrixmor Property Group$3,466,861$208,867 ▼-5.7%133,1361.3%FinanceFRTFederal Realty Investment Trust$3,253,692$111,708 ▼-3.3%34,2531.2%FinanceSTAGStag Industrial$2,840,506$247,684 ▼-8.0%78,2941.0%FinanceVNOVornado Realty Trust$2,578,714$164,623 ▼-6.0%67,4350.9%FinanceCUZCousins Properties$2,128,586$66,607 ▲3.2%70,8820.8%FinanceCOLDAmericold Realty Trust$2,070,136$20,738 ▲1.0%124,4820.8%FinancePECOPhillips Edison & Company, Inc.$1,847,377$45,819 ▼-2.4%52,7370.7%FinanceSLGSL Green Realty$1,789,281$103,125 ▼-5.4%28,9060.7%FinanceMACMacerich$1,749,980$77,891 ▼-4.3%108,1570.6%FinanceKRCKilroy Realty$1,618,265$3,637 ▲0.2%47,1660.6%FinanceLXPLXP Industrial Trust$1,103,280$118,531 ▼-9.7%133,5690.4%FinanceUEUrban Edge Properties$938,150$73,222 ▼-7.2%50,2760.3%FinanceDRHDiamondRock Hospitality$654,731$26,473 ▼-3.9%85,4740.2%FinanceALEXAlexander & Baldwin$586,250$17,545 ▼-2.9%32,8800.2%FinanceUMHUMH Properties$580,833$45,736 ▼-7.3%34,5940.2%FinanceVREVeris Residential$539,852$6,432 ▼-1.2%36,2560.2%FinanceJBGSJBG SMITH Properties$537,580$9,965 ▼-1.8%31,0740.2%FinanceRLJRLJ Lodging Trust$494,050$48,725 ▼-9.0%67,8640.2%FinanceESRTEmpire State Realty Trust$453,631$2,621 ▲0.6%56,0730.2%FinanceAATAmerican Assets Trust$412,1630.0%20,8690.2%FinanceCSRCenterspace$383,771$22,391 ▲6.2%6,3760.1%FinanceBDNBrandywine Realty Trust$284,4100.0%66,2960.1%FinanceHPPHudson Pacific Properties$100,5530.0%36,6980.0%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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