account_balance
Investment manager · 13F filer · SEC CIK 1904664
Vert Asset Management LLC
Reported value$338Mas of Sep 30, 2026
Positions47 5 new, 2 sold out
Top 10 weight64.7%WELL alone is 7%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc.
7.3%Trimmed −12%
SPGSimon Property Group Inc.
7.2%Trimmed −6%
EQIXEquinix Inc
7.2%Trimmed −18%
DLRDigital Realty Trust, Inc.
7.1%
PLDPrologis, Inc.
7.0%
AMTAmerican Tower Corp
7.0%Added +4%
VMRKVivmark Residential
6.5%Added +101%
VTRVentas, Inc.
6.3%
IRMIron Mountain Inc
4.9%Trimmed −3%
EXRExtra Space Storage Inc.
4.1%Trimmed −3%
ESSEssex Property Trust, Inc.
2.6%
HSTHost Hotels & Resorts, Inc.
2.3%
WELLWelltower Inc.
7.3%
SPGSimon Property Group Inc.
7.2%
EQIXEquinix Inc
7.2%
DLRDigital Realty Trust, Inc.
7.1%
PLDPrologis, Inc.
7.0%
AMTAmerican Tower Corp
7.0%Added +4%
VMRKVivmark Residential
6.5%
VTRVentas, Inc.
6.3%
IRMIron Mountain Inc
4.9%−3%
EXR4.1%ESS2.6%HST2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc. 7.3% Trimmed −12%SPG Simon Property Group Inc. 7.2% Trimmed −6%EQIX Equinix Inc 7.2% Trimmed −18%DLR Digital Realty Trust, Inc. 7.1% HeldPLD Prologis, Inc. 7.0% HeldAMT American Tower Corp 7.0% Added +4%VMRK Vivmark Residential 6.5% Added +101%VTR Ventas, Inc. 6.3% HeldIRM Iron Mountain Inc 4.9% Trimmed −3%EXR Extra Space Storage Inc. 4.1% Trimmed −3%ESS Essex Property Trust, Inc. 2.6% HeldHST Host Hotels & Resorts, Inc. 2.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.