Vert Asset Management LLC

Q3 2025 13F Holdings

  • Location
    sausalito, CA
  • Num holdings

    45

  • Value ($000)

    $297,395

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001904664
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WELL
WELL

WELLTOWER INC

COM
95040Q104
$24.54 M
8 %

137,765

SPG
SPG

SIMON PPTY GROUP INC NEW

COM
828806109
$24.18 M
8 %

128,817

FQI
FQI

DIGITAL RLTY TR INC

COM
253868103
$22.70 M
8 %

131,283

PLD
PLD

PROLOGIS INC.

COM
74340W103
$22.09 M
7 %

192,913

EQIX
EQIX

EQUINIX INC

COM
29444U700
$21.34 M
7 %

27,244

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$19.83 M
7 %

103,122

VEN
VEN

VENTAS INC

COM
92276F100
$14.49 M
5 %

206,992

IRM
IRM

IRON MTN INC DEL

COM
46284V101
$13.72 M
5 %

134,581

EXR
EXR

EXTRA SPACE STORAGE INC

COM
30225T102
$13.66 M
5 %

96,921

AVB
AVB

AVALONBAY CMNTYS INC

COM
053484101
$12.51 M
4 %

64,766

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