Vert Asset Management LLC
Net buyer this quarter
$365M
44
+$13.2M
63.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EQIX | $30.3M | 8.28% | 0.03% | -0.4% | Q4 2021 |
 SPG | $29M | 7.94% | 1621.33% | +2.3% | Q4 2021 |
 WELL | $27.8M | 7.60% | 0.02% | +6.8% | Q4 2021 |
 PLD | $24.8M | 6.79% | 0.02% | +3.3% | Q4 2021 |
 DLR | $24.4M | 6.68% | 0.04% | +2.3% | Q4 2021 |
 AMT | $22.7M | 6.21% | 0.03% | +6.6% | Q4 2021 |
 VTR | $22.5M | 6.17% | 0.05% | +8.0% | Q4 2021 |
 IRM | $19.5M | 5.34% | 0.05% | +5.5% | Q4 2021 |
 EXR | $15.9M | 4.36% | 0.05% | +4.2% | Q4 2021 |
 AVBC | $13.6M | 3.73% | 0.36% | +3.4% | Q4 2021 |
 VMRK | $12.2M | 3.34% | 0.05% | +2.0% | Q4 2021 |
 ESS | $9.54M | 2.61% | 0.05% | +7.4% | Q4 2021 |
 KIM | $8.83M | 2.42% | 0.05% | +3.6% | Q4 2021 |
 HST | $8.44M | 2.31% | 0.05% | +4.3% | Q4 2021 |
 MAA | $8.11M | 2.22% | 0.05% | +4.3% | Q1 2024 |
 DOC | $7.59M | 2.08% | 0.05% | +2.7% | Q4 2021 |
 REG | $7M | 1.92% | 0.05% | +2.3% | Q4 2021 |
 UDR | $6.4M | 1.75% | 0.05% | +3.9% | Q4 2021 |
 ELS | $6.04M | 1.65% | 0.05% | +2.7% | Q4 2021 |
 CPT | $5.8M | 1.59% | 0.05% | +1.7% | Q4 2025 |
 BXP | $5.13M | 1.40% | 0.05% | +10.7% | Q4 2021 |
 FRT | $5.02M | 1.37% | 0.05% | +2.0% | Q4 2021 |
 BRX | $4.72M | 1.29% | 0.05% | +1.8% | Q2 2024 |
 ARE | $4.23M | 1.16% | 0.05% | +7.7% | Q4 2021 |
 REXR | $3.87M | 1.06% | 0.05% | +0.5% | Q4 2021 |
 STAG | $3.7M | 1.01% | 0.05% | +1.6% | Q4 2021 |
 MAC | $3.43M | 0.94% | 0.05% | +10.7% | Q4 2021 |
 VNO | $3.32M | 0.91% | 0.05% | +6.5% | Q4 2021 |
 KRG | $2.88M | 0.79% | 0.05% | +5.4% | Q4 2025 |
 PECO | $2.65M | 0.72% | 0.05% | +3.9% | Q1 2025 |
 CUZ | $2.49M | 0.68% | 0.05% | -3.5% | Q1 2025 |
 COLD | $2.28M | 0.62% | 0.05% | +8.4% | Q4 2021 |
 KRC | $2.14M | 0.59% | 0.05% | +5.4% | Q4 2021 |
 SLG | $1.88M | 0.52% | 0.05% | +6.5% | Q4 2021 |
 LXP | $1.56M | 0.43% | 0.05% | +2.6% | Q2 2024 |
 UE | $1.36M | 0.37% | 0.05% | +6.6% | Q1 2025 |
 DRH | $1.34M | 0.37% | 0.05% | +9.2% | Q4 2021 |
 AAT | $587K | 0.16% | 0.04% | +13.9% | Q4 2021 |
 UMH | $579K | 0.16% | 0.04% | +1.4% | Q4 2021 |
 JBGS | $460K | 0.13% | 0.05% | Not reported | Q4 2021 |
 CSR | $435K | 0.12% | 0.05% | +5.5% | Q2 2024 |
 ESRT | $320K | 0.09% | Not reported | +5.4% | Q4 2021 |
 HPP | $292K | 0.08% | 0.04% | +6.5% | Q4 2021 |
 BDN | $230K | 0.06% | 0.04% | +9.3% | Q4 2021 |
| Q1 2026 | |||||
| EQIX | $28.6M | 9.07% | 0.03% | -1.8% | Q4 2021 |
| DLR | $23.9M | 7.60% | 0.04% | -5.8% | Q4 2021 |
| SPG | $23.7M | 7.51% | 1584.89% | +5.0% | Q4 2021 |
| PLD | $23.5M | 7.44% | 0.02% | +2.3% | Q4 2021 |
| WELL | $22.7M | 7.19% | 0.02% | -1.3% | Q4 2021 |
| AMT | $22.5M | 7.13% | 0.03% | +3.5% | Q4 2021 |
| VTR | $19.2M | 6.10% | 0.05% | +4.2% | Q4 2021 |
| IRM | $15M | 4.75% | 0.05% | +3.9% | Q4 2021 |
| EXR | $13.8M | 4.38% | 0.05% | +1.7% | Q4 2021 |
| AVBC | $11.4M | 3.62% | 0.35% | +0.3% | Q4 2021 |
| VMRK | $10.4M | 3.31% | 0.05% | +0.4% | Q4 2021 |
| KIM | $7.55M | 2.40% | 0.05% | 0.0% | Q4 2021 |
| ESS | $7.37M | 2.34% | 0.05% | -0.6% | Q4 2021 |
| MAA | $6.83M | 2.17% | 0.05% | -2.2% | Q1 2024 |
| HST | $6.53M | 2.07% | 0.05% | +0.2% | Q4 2021 |
| REG | $6.49M | 2.06% | 0.05% | +1.1% | Q4 2021 |
| ELS | $5.69M | 1.81% | 0.05% | +0.2% | Q4 2021 |
| DOC | $5.68M | 1.80% | 0.05% | +0.3% | Q4 2021 |
| UDR | $5.21M | 1.65% | 0.05% | +0.8% | Q4 2021 |
| CPT | $4.87M | 1.54% | 0.05% | +74.1% | Q4 2025 |
| BRX | $4.24M | 1.35% | 0.05% | +1.5% | Q2 2024 |
| FRT | $4.23M | 1.34% | 0.05% | +2.6% | Q4 2021 |
| REXR | $3.76M | 1.19% | 0.05% | -2.8% | Q4 2021 |
| BXP | $3.63M | 1.15% | 0.04% | -2.5% | Q4 2021 |
| STAG | $3.45M | 1.10% | 0.05% | +8.9% | Q4 2021 |
| ARE | $3.45M | 1.10% | 0.04% | +0.3% | Q4 2021 |
| KRG | $2.36M | 0.75% | 0.05% | +129.9% | Q4 2025 |
| MAC | $2.33M | 0.74% | 0.05% | -0.7% | Q4 2021 |
| PECO | $2.29M | 0.73% | 0.05% | Not reported | Q1 2025 |
| VNO | $2.06M | 0.65% | 0.04% | +2.5% | Q4 2021 |
| CUZ | $1.94M | 0.62% | 0.05% | -2.5% | Q1 2025 |
| COLD | $1.53M | 0.49% | 0.05% | +0.3% | Q4 2021 |
| KRC | $1.53M | 0.48% | 0.05% | +1.8% | Q4 2021 |
| LXP | $1.31M | 0.41% | 0.05% | -0.4% | Q2 2024 |
| SLG | $1.26M | 0.40% | 0.05% | -5.5% | Q4 2021 |
| UE | $1.11M | 0.35% | 0.04% | +4.3% | Q1 2025 |
| DRH | $945K | 0.30% | 0.05% | +1.1% | Q4 2021 |
| UMH | $544K | 0.17% | 0.04% | +1.3% | Q4 2021 |
| VRE | $496K | 0.16% | Not reported | -32.8% | Q2 2023 |
| JBGS | $458K | 0.15% | 0.05% | -2.2% | Q4 2021 |
| CSR | $421K | 0.13% | 0.04% | Not reported | Q2 2024 |
| AAT | $384K | 0.12% | 0.03% | -1.9% | Q4 2021 |
| ESRT | $292K | 0.09% | Not reported | -5.1% | Q4 2021 |
| BDN | $180K | 0.06% | 0.04% | -8.5% | Q4 2021 |
| HPP | $107K | 0.03% | 0.03% | 0.0% | Q4 2021 |
| Q4 2025 | |||||
| EQIX | $22.7M | 7.56% | 0.03% | +9.0% | Q4 2021 |
| SPG | $22.4M | 7.44% | 1509.49% | -6.3% | Q4 2021 |
| PLD | $22.2M | 7.37% | 0.02% | -10.0% | Q4 2021 |
| AMT | $22.1M | 7.35% | 0.03% | +22.0% | Q4 2021 |
| DLR | $21.8M | 7.26% | 0.04% | +7.5% | Q4 2021 |
| WELL | $21.6M | 7.17% | 0.02% | -15.7% | Q4 2021 |
| VTR | $17.5M | 5.80% | 0.05% | +9.0% | Q4 2021 |
| EXR | $13.5M | 4.48% | 0.05% | +6.8% | Q4 2021 |
| AVBC | $12.6M | 4.20% | 0.35% | +7.4% | Q4 2021 |
| IRM | $11.7M | 3.89% | 0.05% | +4.7% | Q4 2021 |
| VMRK | $11.1M | 3.68% | 0.05% | +9.9% | Q4 2021 |
| ESS | $8.02M | 2.67% | 0.05% | +4.2% | Q4 2021 |
| MAA | $7.95M | 2.64% | 0.05% | +7.8% | Q1 2024 |
| KIM | $6.82M | 2.27% | 0.05% | +9.6% | Q4 2021 |
| HST | $6.04M | 2.01% | 0.05% | +9.7% | Q4 2021 |
| REG | $5.86M | 1.95% | 0.05% | +8.4% | Q4 2021 |
| UDR | $5.61M | 1.87% | 0.05% | +7.7% | Q4 2021 |
| DOC | $5.54M | 1.84% | 0.05% | +8.1% | Q4 2021 |
| ELS | $5.52M | 1.83% | 0.05% | +9.5% | Q4 2021 |
| BXP | $4.83M | 1.61% | 0.05% | +5.4% | Q4 2021 |
| REXR | $4.58M | 1.52% | 0.05% | +10.8% | Q4 2021 |
| FRT | $3.92M | 1.30% | 0.05% | +4.9% | Q4 2021 |
| BRX | $3.8M | 1.26% | 0.05% | +2.6% | Q2 2024 |
| ARE | $3.63M | 1.21% | 0.04% | +5.5% | Q4 2021 |
| STAG | $3.23M | 1.08% | 0.05% | +6.1% | Q4 2021 |
| CPT | $3.15M | 1.05% | 0.03% | New | Q4 2025 |
| VNO | $2.58M | 0.86% | 0.04% | +6.6% | Q4 2021 |
| MAC | $2.29M | 0.76% | 0.05% | +6.5% | Q4 2021 |
| CUZ | $2.28M | 0.76% | 0.05% | +14.5% | Q1 2025 |
| PECO | $2.18M | 0.72% | 0.05% | +5.3% | Q1 2025 |
| KRC | $1.99M | 0.66% | 0.04% | +2.0% | Q4 2021 |
| COLD | $1.72M | 0.57% | 0.05% | +4.4% | Q4 2021 |
| SLG | $1.66M | 0.55% | 0.05% | +15.6% | Q4 2021 |
| LXP | $1.4M | 0.47% | 0.05% | -1.7% | Q2 2024 |
| UE | $1.03M | 0.34% | 0.04% | +2.9% | Q1 2025 |
| KRG | $1M | 0.33% | 0.02% | New | Q4 2025 |
| DRH | $893K | 0.30% | 0.05% | +5.4% | Q4 2021 |
 ALEX | $705K | 0.23% | Not reported | +3.8% | Q4 2021 |
| UMH | $593K | 0.20% | 0.04% | +4.4% | Q4 2021 |
| VRE | $582K | 0.19% | Not reported | +4.9% | Q2 2023 |
| JBGS | $546K | 0.18% | 0.05% | +3.2% | Q4 2021 |
| CSR | $489K | 0.16% | 0.04% | +7.7% | Q2 2024 |
| AAT | $403K | 0.13% | 0.03% | +2.0% | Q4 2021 |
| ESRT | $385K | 0.13% | Not reported | +5.4% | Q4 2021 |
| BDN | $212K | 0.07% | 0.04% | +9.3% | Q4 2021 |
| HPP | $195K | 0.07% | 0.03% | +38.9% | Q4 2021 |
| Q3 2025 | |||||
| WELL | $24.5M | 8.25% | 0.02% | +3.3% | Q4 2021 |
| SPG | $24.2M | 8.13% | 1610.21% | +4.5% | Q4 2021 |
| DLR | $22.7M | 7.63% | 0.04% | +3.9% | Q4 2021 |
| PLD | $22.1M | 7.43% | 0.02% | +4.7% | Q4 2021 |
| EQIX | $21.3M | 7.18% | 0.03% | +15.3% | Q4 2021 |
| AMT | $19.8M | 6.67% | 0.02% | +10.6% | Q4 2021 |
| VTR | $14.5M | 4.87% | 0.04% | +5.1% | Q4 2021 |
| IRM | $13.7M | 4.61% | 0.05% | +3.9% | Q4 2021 |
| EXR | $13.7M | 4.59% | 0.05% | +3.8% | Q4 2021 |
| AVBC | $12.5M | 4.21% | 0.32% | +3.1% | Q4 2021 |
| VMRK | $10.3M | 3.47% | 0.04% | +9.2% | Q4 2021 |
| ESS | $7.87M | 2.65% | 0.05% | +3.5% | Q4 2021 |
| MAA | $7.41M | 2.49% | 0.05% | +4.4% | Q1 2024 |
| KIM | $6.7M | 2.25% | 0.05% | +2.3% | Q4 2021 |
| DOC | $6.1M | 2.05% | 0.05% | +7.0% | Q4 2021 |
| ARE | $5.86M | 1.97% | 0.04% | +3.7% | Q4 2021 |
| REG | $5.71M | 1.92% | 0.04% | +3.1% | Q4 2021 |
| UDR | $5.29M | 1.78% | 0.04% | +3.1% | Q4 2021 |
| HST | $5.28M | 1.78% | 0.05% | 0.0% | Q4 2021 |
| BXP | $5.05M | 1.70% | 0.04% | +2.0% | Q4 2021 |
| ELS | $5.04M | 1.70% | 0.04% | +3.7% | Q4 2021 |
| REXR | $4.39M | 1.48% | 0.05% | +3.3% | Q4 2021 |
| BRX | $3.91M | 1.32% | 0.05% | +6.1% | Q2 2024 |
| FRT | $3.75M | 1.26% | 0.04% | +8.2% | Q4 2021 |
| VNO | $2.94M | 0.99% | 0.04% | +7.6% | Q4 2021 |
| STAG | $2.93M | 0.98% | 0.04% | +5.9% | Q4 2021 |
| CUZ | $2.23M | 0.75% | 0.05% | +8.8% | Q1 2025 |
| KRC | $2.2M | 0.74% | 0.04% | +10.6% | Q4 2021 |
| MAC | $2.12M | 0.71% | 0.05% | +7.6% | Q4 2021 |
| PECO | $2M | 0.67% | 0.05% | +10.2% | Q1 2025 |
| SLG | $1.87M | 0.63% | 0.04% | +8.3% | Q4 2021 |
| COLD | $1.56M | 0.53% | 0.04% | +2.7% | Q4 2021 |
| LXP | $1.29M | 0.43% | 0.05% | +7.9% | Q2 2024 |
| UE | $1.06M | 0.36% | 0.04% | +3.4% | Q1 2025 |
| DRH | $753K | 0.25% | 0.05% | +10.7% | Q4 2021 |
| JBGS | $691K | 0.23% | 0.05% | Not reported | Q4 2021 |
| ALEX | $598K | 0.20% | Not reported | Not reported | Q4 2021 |
| VRE | $567K | 0.19% | Not reported | +2.9% | Q2 2023 |
| UMH | $530K | 0.18% | 0.04% | +3.2% | Q4 2021 |
 RLJ | $489K | 0.16% | 0.04% | Not reported | Q4 2021 |
| ESRT | $430K | 0.14% | Not reported | Not reported | Q4 2021 |
| AAT | $424K | 0.14% | 0.03% | Not reported | Q4 2021 |
| CSR | $401K | 0.13% | 0.04% | +6.8% | Q2 2024 |
| BDN | $276K | 0.09% | 0.04% | Not reported | Q4 2021 |
| HPP | $251K | 0.08% | 0.02% | +147.8% | Q4 2021 |