Vert Asset Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 47 distinct positions held by the firm, with a total value of $33,823,040,909.
The portfolio is heavily weighted toward the real estate sector, with Welltower Inc. identified as the largest holding. Vert Asset Management reported owning 107,664 shares of Welltower, valued at $24,788,559,104. Other top positions include Simon Property Group Inc., with 121,726 shares valued at $24,437,712, and Equinix Inc., with 23,913 shares valued at $24,189,913.
The filing details a diverse list of real estate investment trusts (REITs) and industrial companies. Notable positions include Prologis Inc., American Tower Corp., and Vornado Realty Trust. The portfolio also includes healthcare-focused REITs such as Vici Properties and Healthcare Realty Trust.
Vert Asset Management is based in Sausalito, California, and is represented in the filing by Terence Gray, the compliance consultant.
