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CIK: 0001904664
Total reported value
$365.5M
$365.5M
43 檔
29.7%
At the close of Q4 2024, Vert Asset Management LLC disclosed equity holdings valued at approximately $365.5M, spread across 43 reported holdings.
In Q4 2024, Vert Asset Management LLC displayed an active expansion posture, initiating 1 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 7.80% | +0.41% | +0.17% | |
| 2 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 7.74% | -0.92% | +0.22% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 7.65% | -0.79% | +1.67% | |
| 4 | SPG | Simon Property Group Inc | Stock-Real Estate | 7.39% | +0.43% | +3.11% | |
| 5 | PLD | Prologis Inc | Stock-Real Estate | 6.61% | -0.65% | +12.13% | |
| 6 | AMT | American Tower CORP | Stock-Real Estate | 6.43% | -0.92% | +10.24% | |
| 7 | EXR | Extra Space Storage Inc | Stock-Real Estate | 4.79% | -0.02% | +7.98% | |
| 8 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 4.78% | +0.11% | +9.21% | |
| 9 | IRM | Iron Mountain Inc | Stock-Real Estate | 4.65% | +0.59% | +7.78% | |
| 10 | EQR | Equity Residential | Stock-Real Estate | 3.69% | +0.03% | +7.49% | |
| 11 | VTR | Ventas Inc | Stock-Real Estate | 3.65% | +0.07% | +9.44% | |
| 12 | ESS | Essex Property Trust Inc | Stock-Real Estate | 2.77% | +0.27% | +9.10% | |
| 13 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 2.72% | +0.05% | +9.60% | |
| 14 | KIM | Kimco Realty CORP | Stock-Real Estate | 2.39% | +0.02% | +9.57% | |
| 15 | SUI | Sun Communities Inc | Stock-Real Estate | 2.36% | — | +9.92% | |
| 16 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.32% | +0.06% | +13.83% | |
| 17 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 2.11% | +0.28% | +11.13% | |
| 18 | UDR | Udr Inc | Stock-Real Estate | 2.05% | +0.10% | +6.06% | |
| 19 | REG | Regency Centers CORP | Stock-Real Estate | 1.88% | -0.14% | +4.92% | |
| 20 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.86% | +0.24% | +9.43% | |
| 21 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.81% | -0.16% | +9.79% | |
| 22 | BXP | Bxp Inc | Stock-Real Estate | 1.68% | +0.25% | +7.59% | |
| 23 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.30% | -0.13% | +9.36% | |
| 24 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.27% | +0.03% | +12.30% | |
| 25 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.26% | -0.06% | +10.56% | |
| 26 | VNO | Vornado Realty Trust | Stock-Real Estate | 1.01% | +0.26% | +3.26% | |
| 27 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.92% | -0.09% | +5.22% | |
| 28 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.85% | +0.13% | +3.92% | |
| 29 | SLG | Sl Green Realty CORP | Stock-Real Estate | 0.70% | +0.12% | +11.40% | |
| 30 | MAC | Macerich Co/the | Stock-Other | 0.69% | +0.20% | +16.31% | |
| 31 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.64% | +0.11% | +13.35% | |
| 32 | LXPUSD | Lxp Industrial Trust | Stock-Other | 0.36% | — | +8.26% | |
| 33 | DRH | Diamondrock Hospitality Co | Stock-Other | 0.26% | +0.07% | +2.14% | |
| 34 | RLJ | Rlj Lodging Trust | Stock-Other | 0.21% | — | +26.48% | |
| 35 | VRSK | Verisk Analytics, Inc. | Stock-Industrials | 0.21% | -0.16% | EXIT | |
| 36 | UMH | Umh Properties Inc | Stock-Other | 0.20% | -0.01% | +22.15% | |
| 37 | ESRT | Empire State Realty Trust-a | Stock-Other | 0.20% | — | +4.50% | |
| 38 | AAT | American Assets Trust Inc | Stock-Other | 0.19% | +0.04% | — | |
| 39 | JBGS | Jbg Smith Properties | Stock-Other | 0.17% | -0.02% | — | |
| 40 | ALEX | Alexander & Baldwin Inc | Stock-Other | 0.15% | — | — | |
| 41 | CSR | Centerspace | Stock-Other | 0.14% | -0.01% | +27.50% | |
| 42 | BDN | Brandywine Realty Trust | Stock-Other | 0.13% | — | — | |
| 43 | HPP | Hudson Pacific Properties, Inc. | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DLR | Digital Realty Trust Inc | +0.6% | +0.22% | Add |
| 2 | EQIX | Equinix Inc | +0.5% | +1.67% | Add |
| 3 | SPG | Simon Property Group Inc | +0.3% | +3.11% | Add |
| 4 | AVB | Avalonbay Communities Inc | +0.3% | +9.21% | Add |
| 5 | KIM | Kimco Realty CORP | +0.2% | +9.57% | Add |
| 6 | MAA | Mid-america Apartment Comm | +0.2% | +9.60% | Add |
| 7 | ALEX | Alexander & Baldwin Inc | +0.2% | NEW | New buy |
| 8 | HST | Host Hotels & Resorts Inc | +0.1% | +9.43% | Add |
| 9 | MAC | Macerich Co/the | +0.1% | +16.31% | Add |
| 10 | ESS | Essex Property Trust Inc | +0.1% | +9.10% | Add |
| 11 | REG | Regency Centers CORP | +0.1% | +4.92% | Add |
| 12 | BRX | Brixmor Property Group Inc | +0.1% | +10.56% | Add |
| 13 | EQR | Equity Residential | +0.1% | +7.49% | Add |
| 14 | FRT | Federal Realty Invs Trust | +0.1% | +12.30% | Add |
| 15 | KRC | Kilroy Realty CORP | +0.1% | +13.35% | Add |
| 16 | VNO | Vornado Realty Trust | +0.1% | +3.26% | Add |
| 17 | RLJ | Rlj Lodging Trust | +0.1% | +26.48% | Add |
| 18 | SLG | Sl Green Realty CORP | +0.1% | +11.40% | Add |
| 19 | ELS | Equity Lifestyle Properties | 0% | +9.79% | Add |
| 20 | UMH | Umh Properties Inc | 0% | +22.15% | Add |
| 21 | CSR | Centerspace | 0% | +27.50% | Add |
| 22 | UDR | Udr Inc | 0% | +6.06% | Add |
| 23 | DRH | Diamondrock Hospitality Co | 0% | +2.14% | Add |
| 24 | VRSK | Verisk Analytics, Inc. | 0% | +15.77% | Add |
| 25 | BDN | Brandywine Realty Trust | 0% | — | Unchanged |
| 26 | ESRT | Empire State Realty Trust-a | — | +4.50% | Add |
| 27 | AAT | American Assets Trust Inc | — | — | Unchanged |
| 28 | VTR | Ventas Inc | 0% | +9.44% | Add |
| 29 | JBGS | Jbg Smith Properties | 0% | — | Unchanged |
| 30 | HPP | Hudson Pacific Properties, Inc. | 0% | — | Unchanged |
| 31 | BXP | Bxp Inc | 0% | +7.59% | Add |
| 32 | SUI | Sun Communities Inc | 0% | +9.92% | Add |
| 33 | DOC | Healthpeak Properties Inc | -0.1% | +11.13% | Add |
| 34 | LXPUSD | Lxp Industrial Trust | -0.1% | +8.26% | Add |
| 35 | STAG | Stag Industrial Inc | -0.1% | +5.22% | Add |
| 36 | WELL | Welltower Inc | -0.2% | +0.17% | Add |
| 37 | ARE | Alexandria Real Estate Equit | -0.2% | +13.83% | Add |
| 38 | COLD | Americold Realty Trust Inc | -0.2% | +3.92% | Add |
| 39 | REXR | Rexford Industrial Realty In | -0.3% | +9.36% | Add |
| 40 | IRM | Iron Mountain Inc | -0.3% | +7.78% | Add |
| 41 | PLD | Prologis Inc | -0.5% | +12.13% | Add |
| 42 | EXR | Extra Space Storage Inc | -0.6% | +7.98% | Add |
| 43 | AMT | American Tower CORP | -1% | +10.24% | Add |
According to official SEC Form 13F filings, Vert Asset Management LLC reported a total U.S. public equity portfolio value of $365.5M across 43 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WELL, DLR, EQIX) accounted for 29.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ALEX
市值: $428.3K
During Q4 2024, Vert Asset Management LLC's top holdings by market value included WELL (7.8%)、DLR (7.7%)、EQIX (7.7%). The largest single position, WELL, represented 7.8% of total portfolio value.
In Q4 2024, Vert Asset Management LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 38 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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