Vert Asset Management LLC Portfolio Holdings

Vert Asset Management LLC

  • $288 Million
  • Q3 2024

Vert Asset Management LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $288 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Welltower Inc. with a value of $23.1M, American Tower Corp with a value of $21.6M, Equinix Inc with a value of $20.7M, Digital Realty Trust, Inc. with a value of $20.6M, and Prologis, Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $37M in the current position value, from $251M to 288M.

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 $288 Million
Real Estate: $288 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $288 Million
  • Prior Value $251 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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