Vert Asset Management LLC Top Holdings and 13F Report (2024) → Has Jeff Bezos Found the Next Nvidia? (From InvestorPlace) (Ad) About Vert Asset Management LLCInvestment ActivityVert Asset Management LLC has $237.80 million in total holdings as of March 31, 2024.Vert Asset Management LLC owns shares of 42 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Vert Asset Management LLC has purchased 41 new stocks and bought additional shares in 31 stocks.Vert Asset Management LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Simon Property Group $20,777,960Prologis $17,998,488American Tower $17,135,993Welltower $17,104,472Digital Realty Trust $16,773,458 Largest New Holdings this Quarter Mid-America Apartment Communities $397,108 Holding Largest Purchases this Quarter Equinix 1,016 shares (about $838.54K)Equity Residential 11,289 shares (about $712.45K)AvalonBay Communities 3,244 shares (about $601.96K)Host Hotels & Resorts 25,577 shares (about $528.93K)Healthpeak Properties 23,928 shares (about $448.65K) Largest Sales this Quarter Digital Realty Trust 5,075 shares (about $731.00K)Welltower 3,552 shares (about $331.90K) 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 PortfolioSectorSPGSimon Property Group$20,777,960$29,577 ▲0.1%132,7758.7%FinancePLDPrologis$17,998,488$152,227 ▲0.9%138,2167.6%FinanceAMTAmerican Tower$17,135,993$402,096 ▲2.4%86,7257.2%FinanceWELLWelltower$17,104,472$331,899 ▼-1.9%183,0537.2%FinanceDLRDigital Realty Trust$16,773,458$731,003 ▼-4.2%116,4507.1%FinanceEQIXEquinix$16,722,836$838,535 ▲5.3%20,2627.0%FinanceEXRExtra Space Storage$12,714,765$143,031 ▲1.1%86,4955.3%FinanceAVBAvalonBay Communities$10,902,021$601,957 ▲5.8%58,7524.6%FinanceIRMIron Mountain$9,777,840$289,398 ▲3.1%121,9034.1%FinanceEQREquity Residential$9,456,529$712,449 ▲8.1%149,8424.0%FinanceAREAlexandria Real Estate Equities$8,930,498$398,203 ▲4.7%69,2773.8%FinanceVTRVentas$7,285,505$417,897 ▲6.1%167,3293.1%FinanceESSEssex Property Trust$6,528,838$339,062 ▲5.5%26,6692.7%FinanceSUISun Communities$6,451,244$313,735 ▲5.1%50,1732.7%FinanceHSTHost Hotels & Resorts$6,042,179$528,932 ▲9.6%292,1752.5%FinanceKIMKimco Realty$5,107,915$392,729 ▲8.3%260,4752.1%FinanceUDRUDR$4,860,868$341,628 ▲7.6%129,9352.0%Real EstateELSEquity LifeStyle Properties$4,668,356$350,980 ▲8.1%72,4902.0%FinanceREXRRexford Industrial Realty$4,415,485$428,506 ▲10.7%87,7831.9%FinancePEAKHealthpeak Properties$4,204,838$448,650 ▲11.9%224,2581.8%FinanceREGRegency Centers$4,126,801$226,131 ▲5.8%68,1441.7%FinanceBXPBoston Properties$4,033,937$184,305 ▲4.8%61,7661.7%FinanceFRTFederal Realty Investment Trust$3,149,891$215,371 ▲7.3%30,8451.3%FinanceCOLDAmericold Realty Trust$2,909,036$205,764 ▲7.6%116,7351.2%FinanceSTAGSTAG Industrial$2,843,291$87,336 ▲3.2%73,9671.2%FinanceVNOVornado Realty Trust$1,848,0410.0%64,2350.8%FinanceMACMacerich$1,620,654$75,433 ▲4.9%94,0600.7%FinanceKRCKilroy Realty$1,588,530$9,763 ▲0.6%43,6050.7%FinanceHASIHannon Armstrong Sustainable Infrastructure Capital$1,299,073$61,003 ▲4.9%45,7420.5%FinanceSHOSunstone Hotel Investors$890,075$72,677 ▲8.9%79,8990.4%FinanceDRHDiamondRock Hospitality$838,9430.0%87,2990.4%FinanceRLJRLJ Lodging Trust$764,340$23,817 ▲3.2%64,6650.3%FinanceJBGSJBG SMITH Properties$582,8080.0%36,3120.2%FinanceESRTEmpire State Realty Trust$556,107$20,767 ▲3.9%54,8970.2%FinanceALEXAlexander & Baldwin$502,9770.0%30,5390.2%FinanceAATAmerican Assets Trust$457,2400.0%20,8690.2%FinanceVREVeris Residential$438,839$20,594 ▲4.9%28,8520.2%FinanceMAAMid-America Apartment Communities$397,108$397,108 ▲New Holding3,0180.2%FinanceUMHUMH Properties$394,859$6,723 ▲1.7%24,3140.2%FinanceHPPHudson Pacific Properties$335,0390.0%51,9440.1%FinanceBDNBrandywine Realty Trust$321,7870.0%67,0390.1%FinanceFSPFranklin Street Properties$42,0340.0%18,5170.0%FinanceShowing largest 100 holdings. 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