Vert Asset Management LLC
Vert Asset Management LLC reported 44 positions worth $365.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: EQIX (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EQIX | SH | $30.3M | 8.28% | 29,044 | — | — | |
| ▸ 2 | SPG | SH | $29.0M | 7.94% | 129,706 | — | — | |
| ▸ 3 | WELL | SH | $27.8M | 7.60% | 122,448 | — | — | |
| ▸ 4 | PLD | SH | $24.8M | 6.79% | 183,272 | — | — | |
| ▸ 5 | DLR | SH | $24.4M | 6.68% | 136,008 | — | — | |
| ▸ 6 | AMT | SH | $22.7M | 6.21% | 138,807 | — | — | |
| ▸ 7 | VTR | SH | $22.5M | 6.17% | 253,903 | — | — | |
| ▸ 8 | IRM | SH | $19.5M | 5.34% | 154,450 | — | — | |
| ▸ 9 | EXR | SH | $15.9M | 4.36% | 109,611 | — | — | |
| ▸ 10 | AVBC | SH | $13.6M | 3.73% | 72,165 | — | — |
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Frequently Asked Questions
What stocks does Vert Asset Management LLC hold as of Q2 2026?
Vert Asset Management LLC reported 44 positions worth $365.5M in its Q2 2026 13F filing. Largest positions: EQIX (8.3%), SPG (7.9%), WELL (7.6%), PLD (6.8%) and DLR (6.7%).
What did Vert Asset Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vert Asset Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.