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| VERT Asset Management LLC
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|---|---|
| CRD # | 288445 |
| SEC # | 801-110846 |
| CIK # | 0001904664 |
| AUM | $464.4 M (2026-01-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-650-7179 |
| Address | 85 Liberty Ship Way Sausalito, CA 94965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904664 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Equinix Inc | 30.3 | |
| Simon Property Group Inc /DE/ | 29.0 | |
| Health Care REIT Inc /DE/ | 27.8 | |
| AMB Property Corp | 24.8 | |
| Digital Realty Trust Inc | 24.4 | |
| American Tower Corp /MA/ | 22.7 | |
| Ventas Inc | 22.5 | |
| Iron Mountain Inc | 19.5 | |
| Extra Space Storage Inc | 15.9 | |
| Avalonbay Communities Inc | 13.6 | |
| Equity Residential | 12.2 | |
| Essex Property Trust Inc | 9.5 | |
| Kimco Realty Corp | 8.8 | |
| Host Hotels & Resorts Inc | 8.4 | |
| Mid America Apartment Communities Inc | 8.1 | |
| HCP Inc | 7.6 | |
| Regency Centers Corp | 7.0 | |
| UDR Inc | 6.4 | |
| Equity Lifestyle Properties Inc | 6.0 | |
| Camden Property Trust | 5.8 | |
| Boston Properties Inc | 5.1 | |
| Federal Realty Investment Trust | 5.0 | |
| Brixmor Property Group Inc | 4.7 | |
| Alexandria Real Estate Equities Inc | 4.2 | |
| Rexford Industrial Realty Inc | 3.9 | |
| STAG Industrial Inc | 3.7 | |
| Macerich Co | 3.4 | |
| Vornado Realty Trust | 3.3 | |
| Kite Realty Group Trust | 2.9 | |
| Phillips Edison - ARC Shopping Center REIT Inc | 2.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 456.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 464.4 |
| By Discretionary | ||
| Discretionary | 2 | 464.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 464.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.4 | |
| United States Persons | 456.0 | |
| Total | 2 | 464.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904664] | |
| D | [0001904664] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bridge Capital Advisors
✚
|
TX | 0.7 |
|
First Financial Coaching Inc
✚
|
MI | 0.7 |
|
Capvisor Associates LLC
✚
|
0.6 | |
|
Investrust Consulting LLC
✚
|
OK | 0.6 |
|
Access Fiduciary Services LLC
✚
|
0.5 | |
|
Golden Spark Insights Merchant Banking Group Inc
✚
|
VA | 0.4 |
|
Genesia Investments LLC
✚
|
0.3 | |
|
Legacy Investment Solutions LLC
✚
|
ID | 0.3 |
|
Dynamic Wealth Group LLC
✚
|
0.3 | |
|
Jlens
✚
|
NY | 0.2 |