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Vert Asset Management LLC

SEC CIK
0001904664
Latest filing
Jul 15, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Vert Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
129,706
Value
$29.0M
% of portfolio
7.9%
Quarters held
19
Since Q4 2021
Holdings of SPG by Vert Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129,706$29.0M7.9%+2,915+2.3%AddedHolders
Q1 2026126,791$23.7M7.5%+6,032+5.0%AddedHolders
Q4 2025120,759$22.4M7.4%−8,058−6.3%ReducedHolders
Q3 2025128,817$24.2M8.1%+5,580+4.5%AddedHolders
Q2 2025123,237$19.8M7.2%−185−0.1%ReducedHolders
Q1 2025123,422$20.5M7.0%−1,976−1.6%ReducedHolders
Q4 2024125,398$21.6M7.4%+3,783+3.1%AddedHolders
Q3 2024121,615$20.6M7.1%+688+0.6%AddedHolders
Q2 2024120,927$18.4M7.3%−11,848−8.9%ReducedHolders
Q1 2024132,775$20.8M8.7%+189+0.1%AddedHolders
Q4 2023132,586$18.9M8.2%+4,924+3.9%AddedHolders
Q3 2023127,662$13.8M7.0%+4,565+3.7%AddedHolders
Q2 2023123,097$14.2M7.3%+8,426+7.3%AddedHolders
Q1 2023114,671$12.8M7.6%+41,597+56.9%AddedHolders
Q4 202273,074$8.58M7.6%+1,506+2.1%AddedHolders
Q3 202271,568$6.42M6.1%+7,400+11.5%AddedHolders
Q2 202264,168$6.09M5.6%+4,226+7.1%AddedHolders
Q1 202259,942$7.89M6.4%+6,871+12.9%AddedHolders
Q4 202153,071$8.48M7.0%–No prior filingHolders