Vert Asset Management LLC Portfolio Holdings by Sector
Vert Asset Management LLC
- $238 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Specialty | Real Estate
AMT DLR EQIX IRM HASI 5 stocks |
$61,706
25.95% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AVB EQR ESS SUI UDR ELS VRE MAA 9 stocks |
$44,094
18.54% of portfolio
|
  9  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD EXR REXR COLD STAG 5 stocks |
$40,879
17.19% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG KIM REG FRT MAC 5 stocks |
$34,779
14.63% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$28,593
12.03% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE BXP VNO KRC JBGS HPP BDN FSP 8 stocks |
$17,679
7.44% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
HST SHO DRH RLJ 4 stocks |
$8,534
3.59% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
ESRT ALEX AAT 3 stocks |
$1,515
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|