Vert Asset Management LLC

Q4 2024 13F Holdings

  • Location
    sausalito, CA
  • Num holdings

    43

  • Value ($000)

    $292,118

  • Date Filed
    01/22/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WELL
WELL

WELLTOWER INC

COM
95040Q104
$22.78M
8 %

180,750

FQI
FQI

DIGITAL RLTY TR INC

COM
253868103
$22.62M
8 %

127,560

EQIX
EQIX

EQUINIX INC

COM
29444U700
$22.35M
8 %

23,709

SPG
SPG

SIMON PPTY GROUP INC NEW

COM
828806109
$21.59M
7 %

125,398

PLD
PLD

PROLOGIS INC.

COM
74340W103
$19.30M
7 %

182,621

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$18.78M
6 %

102,371

EXR
EXR

EXTRA SPACE STORAGE INC

COM
30225T102
$13.98M
5 %

93,473

AVB
AVB

AVALONBAY CMNTYS INC

COM
053484101
$13.96M
5 %

63,461

IRM
IRM

IRON MTN INC DEL

COM
46284V101
$13.59M
5 %

129,266

EQR
EQR

EQUITY RESIDENTIAL

SH BEN INT
29476L107
$10.78M
4 %

150,245

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