§ 13F · FUND PROFILE
Vert Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $274.6T (13F)Positions · 45Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | 30K | $22.7T | 7.6% | +9% |
| 2 | SPG | SIMON PPTY GROUP INC NEW | 121K | $22.4T | 7.4% | −6% |
| 3 | PLD | PROLOGIS INC. | 174K | $22.2T | 7.4% | −10% |
| 4 | AMT | AMERICAN TOWER CORP NEW | 126K | $22.1T | 7.3% | +22% |
| 5 | DLR | DIGITAL RLTY TR INC | 141K | $21.8T | 7.3% | +8% |
| 6 | WELL | WELLTOWER INC | 116K | $21.6T | 7.2% | −16% |
| 7 | VTR | VENTAS INC | 226K | $17.5T | 5.8% | +9% |
| 8 | EXR | EXTRA SPACE STORAGE INC | 103K | $13.5T | 4.5% | +7% |
| 9 | AVB | AVALONBAY CMNTYS INC | 70K | $12.6T | 4.2% | +7% |
| 10 | IRM | IRON MTN INC DEL | 141K | $11.7T | 3.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERT SIGNAL
AC read
Vert Asset Management LLC is a Other fund managing $274594.4 trillion in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed