Vert Asset Management LLC Portfolio Holdings by Sector
Vert Asset Management LLC
- $291 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Specialty | Real Estate
DLR EQIX AMT IRM 4 stocks |
$77,336
26.61% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AVB EQR MAA ESS SUI UDR ELS VRE 10 stocks |
$60,191
20.71% of portfolio
|
  10  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD EXR REXR STAG COLD LXP 6 stocks |
$43,308
14.9% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG KIM REG FRT BRX MAC 6 stocks |
$42,774
14.72% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$39,223
13.49% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE BXP VNO SLG KRC JBGS BDN HPP 8 stocks |
$19,502
6.71% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
HST DRH RLJ 3 stocks |
$6,786
2.33% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
ESRT AAT ALEX 3 stocks |
$1,551
0.53% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|