Vert Asset Management LLC Top Holdings and 13F Report (2026) About Vert Asset Management LLCInvestment ActivityVert Asset Management LLC has $315.12 million in total holdings as of March 31, 2026.Vert Asset Management LLC owns shares of 45 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.61% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Vert Asset Management LLC has purchased 46 new stocks and bought additional shares in 25 stocks.Vert Asset Management LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Equinix $28,585,759Digital Realty Trust $23,949,909Simon Property Group $23,650,326Prologis $23,455,605Welltower $22,658,555 Largest Purchases this Quarter Camden Property Trust 21,199 shares (about $2.07M)Kite Realty Group Trust 54,371 shares (about $1.33M)Simon Property Group 6,032 shares (about $1.13M)Ventas 9,551 shares (about $781.08K)American Tower 4,432 shares (about $764.87K) Largest Sales this Quarter Digital Realty Trust 8,248 shares (about $1.49M)Equinix 522 shares (about $511.69K)Welltower 1,557 shares (about $307.83K)Veris Residential 12,833 shares (about $242.16K)Mid-America Apartment Communities 1,268 shares (about $154.85K) 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 PortfolioSectorEQIXEquinix$28,585,759$511,685 ▼-1.8%29,1629.1%FinanceDLRDigital Realty Trust$23,949,909$1,486,372 ▼-5.8%132,9007.6%FinanceSPGSimon Property Group$23,650,326$1,125,149 ▲5.0%126,7917.5%FinancePLDPrologis$23,455,605$516,427 ▲2.3%177,4527.4%FinanceWELLWelltower$22,658,555$307,834 ▼-1.3%114,6057.2%FinanceAMTAmerican Tower$22,476,474$764,875 ▲3.5%130,2387.1%FinanceVTRVentas$19,224,679$781,081 ▲4.2%235,0786.1%FinanceIRMIron Mountain$14,953,909$558,910 ▲3.9%146,4064.7%Business ServicesEXRExtra Space Storage$13,798,023$227,117 ▲1.7%105,2244.4%FinanceAVBAvalonBay Communities$11,396,766$30,383 ▲0.3%69,7693.6%FinanceEQREquity Residential$10,420,574$44,954 ▲0.4%176,1723.3%FinanceKIMKimco Realty$7,554,526$1,146 ▼0.0%336,2052.4%FinanceESSEssex Property Trust$7,371,804$45,496 ▼-0.6%30,4622.3%FinanceMAAMid-America Apartment Communities$6,833,102$154,848 ▼-2.2%55,9542.2%FinanceHSTHost Hotels & Resorts$6,533,349$10,960 ▲0.2%340,9892.1%FinanceREGRegency Centers$6,491,779$67,337 ▲1.0%85,8022.1%FinanceELSEquity Lifestyle Properties$5,692,329$11,423 ▲0.2%91,1941.8%FinanceHEALTHPEAK PROPERTIES INC$5,675,119$18,451 ▲0.3%345,4121.8%COMUDRUnited Dominion Realty Trust$5,207,694$41,110 ▲0.8%154,1651.7%FinanceCPTCamden Property Trust$4,865,226$2,070,294 ▲74.1%49,8181.5%FinanceBRXBrixmor Property Group$4,238,611$63,619 ▲1.5%147,1741.3%FinanceFRTFederal Realty Investment Trust$4,233,955$106,635 ▲2.6%39,8641.3%FinanceREXRRexford Industrial Realty$3,764,637$108,795 ▼-2.8%115,0211.2%FinanceBXPBXP$3,625,526$92,797 ▼-2.5%69,8561.2%FinanceSTAGStag Industrial$3,454,115$281,737 ▲8.9%95,7881.1%FinanceAREAlexandria Real Estate Equities$3,452,534$11,419 ▲0.3%74,3761.1%FinanceKRGKite Realty Group Trust$2,362,692$1,334,808 ▲129.9%96,2400.7%FinanceMACMacerich$2,326,685$16,613 ▼-0.7%123,1050.7%FinancePECOPhillips Edison & Company, Inc.$2,290,1790.0%61,2020.7%FinanceVNOVornado Realty Trust$2,062,047$50,758 ▲2.5%79,3400.7%FinanceCUZCousins Properties$1,941,359$50,647 ▼-2.5%86,0150.6%FinanceCOLDAmericold Realty Trust$1,534,288$5,077 ▲0.3%133,8820.5%FinanceKRCKilroy Realty$1,528,079$27,307 ▲1.8%54,1680.5%FinanceLXP INDUSTRIAL TRUST$1,305,503$5,320 ▼-0.4%28,2210.4%COMSLGSL Green Realty$1,262,351$74,065 ▼-5.5%34,1730.4%FinanceUEUrban Edge Properties$1,114,524$46,114 ▲4.3%55,7820.4%FinanceDRHDiamondRock Hospitality$944,702$10,419 ▲1.1%100,8220.3%FinanceUMHUMH Properties$544,386$6,912 ▲1.3%37,7260.2%FinanceVREVeris Residential$496,243$242,159 ▼-32.8%26,2980.2%FinanceJBGSJBG SMITH Properties$458,330$10,227 ▼-2.2%31,3710.1%FinanceCSRCenterspace$421,3960.0%7,3350.1%FinanceAATAmerican Assets Trust$384,198$7,493 ▼-1.9%20,8690.1%FinanceESRTEmpire State Realty Trust$291,580$15,688 ▼-5.1%56,0730.1%FinanceBDNBrandywine Realty Trust$179,662$16,759 ▼-8.5%66,2960.1%FinanceHUDSON PACIFIC PROPERTIES IN$106,658$6 ▼0.0%18,0470.0%COMALEXAlexander & Baldwin$0$704,608 ▼-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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