Vert Asset Management LLC Portfolio Holdings

Vert Asset Management LLC

  • $274 Million
  • Q2 2025

Vert Asset Management LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $274 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Digital Realty Trust, Inc. with a value of $22M, American Tower Corp with a value of $20.6M, Welltower Inc. with a value of $20.5M, Simon Property Group Inc with a value of $19.8M, and Prologis, Inc. with a value of $19.4M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $289M to 274M.

Vert Asset Management LLC is based out at Sausalito, CA

Below you can find more details about Vert Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
Real Estate: $274 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $274 Million
  • Prior Value $289 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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