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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 $231,835,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Simon Property Group Inc
 SPG 132,586 $18,912,067 8.15%
2.
American Tower Corp
 AMT 84,690 $18,282,877 7.88%
3.
Prologis Inc.
 PLD 137,047 $18,268,365 7.87%
4.
Welltower Inc.
 WELL 186,605 $16,826,173 7.25%
5.
Digital Realty Trust Inc.
 DLR 121,525 $16,354,835 7.05%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)