Vert Asset Management LLC
- SEC CIK
- 0001904664
- 最新申報
- 2026/7/15
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 42
- 較 2022 年第 4 季 +1
- 總值
- $1.70 億
- 較 2022 年第 4 季 +$5,743 萬 (+51.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PLDPrologis, Inc. | REIT | 103,711 | $1,294 萬 | 7.6% | +29,723+40.2% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 114,671 | $1,284 萬 | 7.6% | +41,597+56.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 62,428 | $1,276 萬 | 7.5% | +23,189+59.1% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 17,307 | $1,248 萬 | 7.4% | +4,337+33.4% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 170,771 | $1,224 萬 | 7.2% | +65,344+62.0% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 107,345 | $1,055 萬 | 6.2% | +42,680+66.0% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 48,949 | $797.5 萬 | 4.7% | +19,651+67.1% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 46,591 | $783.0 萬 | 4.6% | +13,723+41.8% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 128,709 | $772.3 萬 | 4.5% | +45,042+53.8% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 54,485 | $684.3 萬 | 4.0% | +19,423+55.4% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 108,007 | $571.5 萬 | 3.4% | +42,338+64.5% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 39,966 | $563.0 萬 | 3.3% | +11,529+40.5% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 124,374 | $539.2 萬 | 3.2% | +36,457+41.5% | 加碼 | 歷史 |
| UDRUDR, Inc. | COM | 111,607 | $458.3 萬 | 2.7% | +37,049+49.7% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 198,450 | $436.0 萬 | 2.6% | +75,600+61.5% | 加碼 | 歷史 |
| KIMKimco Realty Corp | COM | 219,374 | $428.4 萬 | 2.5% | +76,639+53.7% | 加碼 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 18,938 | $396.1 萬 | 2.3% | +4,116+27.8% | 加碼 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 65,187 | $388.8 萬 | 2.3% | +21,205+48.2% | 加碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 57,682 | $387.2 萬 | 2.3% | +16,478+40.0% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 231,989 | $382.5 萬 | 2.3% | +67,633+41.2% | 加碼 | 歷史 |
| REGRegency Centers Corp | COM | 56,086 | $343.1 萬 | 2.0% | +20,351+56.9% | 加碼 | 歷史 |
| BXPBXP, Inc. | COM | 48,877 | $264.5 萬 | 1.6% | +15,584+46.8% | 加碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 25,839 | $255.4 萬 | 1.5% | +9,555+58.7% | 加碼 | 歷史 |
| COLDAmericold Realty Trust | COM | 88,555 | $251.9 萬 | 1.5% | +27,476+45.0% | 加碼 | 歷史 |
| KRCKilroy Realty Corp | COM | 34,573 | $112.0 萬 | 0.7% | +12,490+56.6% | 加碼 | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 60,224 | $92.6 萬 | 0.5% | +19,753+48.8% | 加碼 | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 29,859 | $85.4 萬 | 0.5% | +10,016+50.5% | 加碼 | 歷史 |
| MACMacerich Co | COM | 70,545 | $74.8 萬 | 0.4% | +29,746+72.9% | 加碼 | 歷史 |
| SHOSunstone Hotel Investors, Inc. | COM | 62,489 | $61.7 萬 | 0.4% | +16,831+36.9% | 加碼 | 歷史 |
| DRHDiamondRock Hospitality Co | COM | 68,750 | $55.9 萬 | 0.3% | +16,973+32.8% | 加碼 | 歷史 |
| ALEXAlexander & Baldwin, Inc. | COM | 27,917 | $52.8 萬 | 0.3% | +12,412+80.1% | 加碼 | 歷史 |
| JBGSJBG Smith Properties | COM | 33,668 | $50.7 萬 | 0.3% | +14,111+72.2% | 加碼 | 歷史 |
| SLGSL Green Realty Corp | COM | 21,143 | $49.7 萬 | 0.3% | +8,927+73.1% | 加碼 | 歷史 |
| RLJRLJ Lodging Trust | COM | 46,588 | $49.4 萬 | 0.3% | +15,493+49.8% | 加碼 | 歷史 |
| UMHUmh Properties, Inc. | COM | 23,900 | $35.3 萬 | 0.2% | +11,353+90.5% | 加碼 | 歷史 |
| AATAmerican Assets Trust, Inc. | COM | 18,931 | $35.2 萬 | 0.2% | +8,873+88.2% | 加碼 | 歷史 |
| ESRTEmpire State Realty Trust, Inc. | CL A | 52,847 | $34.3 萬 | 0.2% | +26,368+99.6% | 加碼 | 歷史 |
| HPPHudson Pacific Properties, Inc. | COM | 47,530 | $31.6 萬 | 0.2% | +11,170+30.7% | 加碼 | 歷史 |
| PGREParamount Group, Inc. | COM | 68,341 | $31.2 萬 | 0.2% | +20,792+43.7% | 加碼 | 歷史 |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 56,476 | $26.7 萬 | 0.2% | +25,676+83.4% | 加碼 | 歷史 |
| HTHersha Hospitality Trust | PR SHS BEN INT | 11,491 | $7.72 萬 | <0.1% | +11,491 | 新進 | 歷史 |
| FSPFranklin Street Properties Corp | COM | 18,517 | $2.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |