Vert Asset Management LLC - Portfolio overview

Vert Asset Management LLC has 47 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

  1. EQIX - EQUINIX INC, 9.07%
  2. DLR - DIGITAL RLTY TR INC, 7.46%
  3. PLD - PROLOGIS INC., 7.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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