13F Insight
DOSSIER · 13F-HR · Q2 2026

Vert Asset Management LLC

$365M in tracked AUM across 44 positions as of Q2 2026.

VA
CIK 0001904664 · last filed Jun 30, 2026
Total AUM
$365M
as of Q2 2026
Holdings
44
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vert Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EQIX
EQUINIX INC
$30M29K8.3%02
SPG
SIMON PPTY GROUP INC NEW
$29M130K7.9%03
WELL
WELLTOWER INC
$28M122K7.6%04
PLD
PROLOGIS INC.
$25M183K6.8%05
DLR
DIGITAL RLTY TR INC
$24M136K6.7%06
AMT
AMERICAN TOWER CORP
$23M139K6.2%07
VTR
VENTAS INC
$23M254K6.2%08
IRM
IRON MTN INC DEL
$20M154K5.3%09
EXR
EXTRA SPACE STORAGE INC
$16M110K4.4%10
AVB
AVALONBAY CMNTYS INC
$14M72K3.7%

Filing history

2026Q2Jun 30
$365M▲ 16.0%
44 positionsView →2026Q1Mar 31
$315M▲ 4.8%
48 positionsView →2025Q4Dec 31
$301M▲ 1.1%
46 positionsView →2025Q3Sep 30
$297M▲ 8.3%
45 positionsView →2025Q2Jun 30
$275M▼ 5.6%
45 positionsLocked2025Q1Mar 31
$291M▼ 0.4%
45 positionsLocked2024Q4Dec 31
$292M▲ 0.7%
43 positionsLocked2024Q3Sep 30
$290M▲ 15.6%
42 positionsLocked2024Q2Jun 30
$251M▲ 5.5%
42 positionsLocked2024Q1Mar 31
$238M▲ 2.6%
42 positionsLocked2023Q4Dec 31
$232M▲ 17.6%
41 positionsLocked2023Q3Sep 30
$197M▲ 1.0%
42 positionsLocked
Showing 12 of 19