Vert Asset Management LLC
Top Portfolio Positions
45 positions ·
$315,119,726 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| EQIX |
Equinix Inc
Real Estate
|
29,162 | $28,585,758 | 9.07% |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
132,900 | $23,949,908 | 7.60% |
| SPG |
Simon Property Group Inc.
Real Estate
|
126,791 | $23,650,324 | 7.51% |
| PLD |
Prologis, Inc.
Real Estate
|
177,452 | $23,455,605 | 7.44% |
| WELL |
Welltower Inc.
Real Estate
|
114,605 | $22,658,554 | 7.19% |
| AMT |
American Tower Corp /Ma/
Real Estate
|
130,238 | $22,476,474 | 7.13% |
| VTR |
Ventas, Inc.
Real Estate
|
235,078 | $19,224,678 | 6.10% |
| IRM |
Iron Mountain Inc
Real Estate
|
146,406 | $14,953,908 | 4.75% |
| EXR |
Extra Space Storage Inc.
Real Estate
|
105,224 | $13,798,023 | 4.38% |
| AVB |
Avalonbay Communities Inc
Real Estate
|
69,769 | $11,396,765 | 3.62% |
Holdings in KIM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,554,526 | 336,205 | Shares | Defined | 2026-04-16 | |
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