Vert Asset Management LLC Portfolio Holdings by Sector
Vert Asset Management LLC
- $289 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Specialty | Real Estate
AMT DLR EQIX IRM 4 stocks |
$73,361
25.4% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AVB EQR MAA ESS UDR ELS UMH VRE 9 stocks |
$56,848
19.68% of portfolio
|
  7  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD EXR REXR STAG COLD LXP 6 stocks |
$45,229
15.66% of portfolio
|
  5  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SPG KIM REG FRT BRX PECO MAC UE 8 stocks |
$44,540
15.42% of portfolio
|
  7  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$41,164
14.25% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ARE BXP VNO CUZ SLG KRC JBGS BDN 9 stocks |
$20,280
7.02% of portfolio
|
  6  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
HST DRH RLJ 3 stocks |
$5,952
2.06% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
ALEX ESRT AAT 3 stocks |
$1,435
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|