Vert Asset Management LLC

Q1 2025 13F Holdings

  • Location
    sausalito, CA
  • Num holdings

    45

  • Value ($000)

    $290,939

  • Date Filed
    04/14/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMT
AMT

AMERICAN TOWER CORP NEW

COM
$21.73M
8 %

99,864

WELL
WELL

WELLTOWER INC

COM
$21.37M
7 %

139,486

SPG
SPG

SIMON PPTY GROUP INC NEW

COM
$20.50M
7 %

123,422

FQI
FQI

DIGITAL RLTY TR INC

COM
$19.98M
7 %

139,469

EQIX
EQIX

EQUINIX INC

COM
$19.94M
7 %

24,459

PLD
PLD

PROLOGIS INC.

COM
$19.35M
7 %

173,075

EXR
EXR

EXTRA SPACE STORAGE INC

COM
$14.74M
5 %

99,270

AVB
AVB

AVALONBAY CMNTYS INC

COM
$14.31M
5 %

66,660

VEN
VEN

VENTAS INC

COM
$13.63M
5 %

198,184

IRM
IRM

IRON MTN INC DEL

COM
$11.71M
4 %

136,046

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