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Home > Institutional Investor > Vert Asset Management Llc > Profile

Instuitional Investor - Vert Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Vert Asset Management Llc
Portfolio Value $292,118,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Welltower Inc.
 WELL 180,750 $22,779,923 7.79%
2.
Digital Realty Trust Inc.
 DLR 127,560 $22,620,215 7.74%
3.
Equinix Inc
 EQIX 23,709 $22,354,979 7.65%
4.
Simon Property Group Inc
 SPG 125,398 $21,594,790 7.39%
5.
Prologis Inc.
 PLD 182,621 $19,303,040 6.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)