Vert Asset Management LLC Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$290.9B

Holdings

45

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (45 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP NEW
99,864$21.7B7.47%
2
WELLWELLTOWER INC
139,486$21.4B7.35%
3
SPGSIMON PPTY GROUP INC NEW
123,422$20.5B7.05%
4
FQIDIGITAL RLTY TR INC
139,469$20.0B6.87%
5
EQIXEQUINIX INC
24,459$19.9B6.85%
6
PLDPROLOGIS INC.
173,075$19.3B6.65%
7
EXREXTRA SPACE STORAGE INC
99,270$14.7B5.07%
8
AVBAVALONBAY CMNTYS INC
66,660$14.3B4.92%
9
VENVENTAS INC
198,184$13.6B4.68%
10
IRMIRON MTN INC DEL
136,046$11.7B4.02%
11
EQREQUITY RESIDENTIAL
158,633$11.4B3.90%
12
ESSESSEX PPTY TR INC
29,940$9.2B3.15%
13
MAAMID-AMER APT CMNTYS INC
53,988$9.0B3.11%
14
KIMKIMCO RLTY CORP
315,773$6.7B2.31%
15
AREALEXANDRIA REAL ESTATE EQ IN
72,361$6.7B2.30%
16
UDRUDR INC
146,679$6.6B2.28%
17
DOCHEALTHPEAK PROPERTIES INC
325,143$6.6B2.26%
18
REGREGENCY CTRS CORP
79,528$5.9B2.02%
19
ELSEQUITY LIFESTYLE PPTYS INC
84,780$5.7B1.94%
20
BXPBXP INC
69,968$4.7B1.62%
21
HSTHOST HOTELS & RESORTS INC
329,108$4.7B1.61%
22
REXRREXFORD INDL RLTY INC
105,484$4.1B1.42%
23
BRXBRIXMOR PPTY GROUP INC
141,157$3.7B1.29%
24
FRTFEDERAL RLTY INVT TR NEW
35,429$3.5B1.19%
25
STAGSTAG INDL INC
85,121$3.1B1.06%
26
VNOVORNADO RLTY TR
71,740$2.7B0.91%
27
COLDAMERICOLD REALTY TRUST INC
123,235$2.6B0.91%
28
CUZCOUSINS PPTYS INC
68,664$2.0B0.70%
29
PECOPHILLIPS EDISON & CO INC
54,045$2.0B0.68%
30
MACMACERICH CO
112,971$1.9B0.67%
31
SLGSL GREEN RLTY CORP
30,572$1.8B0.61%
32
KRCKILROY RLTY CORP
47,060$1.5B0.53%
33
LXPUSDLXP INDUSTRIAL TRUST
147,919$1.3B0.44%
34
UEURBAN EDGE PPTYS
54,200$1.0B0.35%
35
UMHUMH PPTYS INC
37,318$697.8M0.24%
36
DRHDIAMONDROCK HOSPITALITY CO
88,930$686.5M0.24%
37
VREVERIS RESIDENTIAL INC
36,688$620.8M0.21%
38
RLJRLJ LODGING TR
74,557$588.3M0.20%
39
ALEXALEXANDER & BALDWIN INC NEW
33,864$583.5M0.20%
40
JBGSJBG SMITH PPTYS
31,650$509.9M0.18%
41
ESRTEMPIRE ST RLTY TR INC
55,749$436.0M0.15%
42
AATAMERICAN ASSETS TR INC
20,869$420.3M0.14%
43
CSRCENTERSPACE
6,004$388.8M0.13%
44
BDNBRANDYWINE RLTY TR
66,296$295.7M0.10%
45
HPPHUDSON PAC PPTYS INC
36,698$108.3M0.04%