Vert Asset Management LLC Portfolio Holdings by Sector
Vert Asset Management LLC
- $288 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Specialty | Real Estate
AMT EQIX DLR IRM 4 stocks |
$77,139
26.81% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AVB EQR MAA ESS SUI UDR ELS VRE 10 stocks |
$57,392
19.94% of portfolio
|
  8  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD EXR REXR COLD STAG LXP 6 stocks |
$47,992
16.68% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG KIM REG FRT BRX MAC 6 stocks |
$39,658
13.78% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$38,912
13.52% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE BXP VNO SLG KRC JBGS BDN HPP 8 stocks |
$19,393
6.74% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
HST DRH RLJ 3 stocks |
$6,120
2.13% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
ESRT AAT 2 stocks |
$1,148
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|