Vert Asset Management LLC Portfolio Holdings by Sector
Vert Asset Management LLC
- $274 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Specialty | Real Estate
DLR AMT EQIX IRM 4 stocks |
$74,697
27.24% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AVB EQR ESS MAA UDR ELS UMH VRE 9 stocks |
$49,996
18.23% of portfolio
|
  1  
|
  8  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD EXR REXR STAG COLD LXP 6 stocks |
$42,828
15.62% of portfolio
|
  2  
|
  4  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG KIM REG FRT BRX PECO MAC UE 8 stocks |
$42,339
15.44% of portfolio
|
- |
  8  
|
- | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$38,592
14.07% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE BXP VNO CUZ SLG KRC JBGS BDN 9 stocks |
$18,449
6.73% of portfolio
|
  2  
|
  5  
|
- | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
HST DRH RLJ 3 stocks |
$5,913
2.16% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
ALEX ESRT AAT 3 stocks |
$1,451
0.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|