Vert Asset Management LLC: 13F holdings
CIK 19046642026Q2
| Positions | 44 |
|---|
| Reported value | $365.5m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 44 (-1 vs prior quarter) |
|---|
| Reported value | $365.5m (+16.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EQIX EQUINIX INC | 29,044 | $30.3m | 8.3% |
| SPG SIMON PPTY GROUP INC NEW | 129,706 | $29.0m | 7.9% |
| WELL WELLTOWER INC | 122,448 | $27.8m | 7.6% |
| PLD PROLOGIS INC. | 183,272 | $24.8m | 6.8% |
| DLR DIGITAL RLTY TR INC | 136,008 | $24.4m | 6.7% |
| AMT AMERICAN TOWER CORP | 138,807 | $22.7m | 6.2% |
| VTR VENTAS INC | 253,903 | $22.5m | 6.2% |
| IRM IRON MTN INC DEL | 154,450 | $19.5m | 5.3% |
| EXR EXTRA SPACE STORAGE INC | 109,611 | $15.9m | 4.4% |
| AVALONBAY CMNTYS INC | 72,165 | $13.6m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904664")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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