Long-term investor
Vert Asset Management LLC @vertassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904664).
Record
- Tracked since 2025-06-30 (480 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.3% · 1 year n/a · all +6.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EQIX · 8.3% · long · since 2025-06-30
- 828806109 · 7.9% · long · since 2025-06-30
- WELL · 7.6% · long · since 2025-06-30
- PLD · 6.8% · long · since 2025-06-30
- 253868103 · 6.7% · long · since 2025-06-30
- AMT · 6.2% · long · since 2025-06-30
- VTR · 6.2% · long · since 2025-06-30
- 46284V101 · 5.3% · long · since 2025-06-30
- EXR · 4.4% · long · since 2025-06-30
- 053484101 · 3.7% · long · since 2025-06-30
- 29476L107 · 3.3% · long · since 2025-06-30
- 297178105 · 2.6% · long · since 2025-06-30