Vert Asset Management LLC Portfolio Holdings by Sector
Vert Asset Management LLC
- $297 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
REIT—Specialty | Real Estate
DLR EQIX AMT IRM 4 stocks |
$77,585
26.14% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB EQR ESS MAA UDR ELS VRE UMH 9 stocks |
$50,116
16.89% of portfolio
|
  9  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG KIM REG FRT BRX MAC PECO UE 8 stocks |
$48,729
16.42% of portfolio
|
  8  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR REXR STAG COLD LXP 6 stocks |
$45,923
15.47% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR PEAK 3 stocks |
$45,071
15.19% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE BXP VNO CUZ KRC SLG JBGS BDN 9 stocks |
$21,373
7.2% of portfolio
|
  7  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST DRH RLJ 3 stocks |
$6,522
2.2% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
ALEX ESRT AAT 3 stocks |
$1,451
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|