StockDriftsStockDriftsTop 45 Vert Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | 9.07% | 29.2K | $28.6M | -1.76%(-522) | $780.75(+38.13%) | 2026-03-31 | |
| DLR | DIGITAL RLTY TR INC | 7.6% | 132.9K | $23.9M | -5.84%(-8.25K) | $136.94(+43.63%) | 2026-03-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 7.51% | 126.8K | $23.7M | +5.00%(+6.03K) | $133.24(+51.84%) | 2026-03-31 | |
| PLD | PROLOGIS INC. | 7.44% | 177.5K | $23.5M | +2.25%(+3.91K) | $126.77(+10.65%) | 2026-03-31 | |
| WELL | WELLTOWER INC | 7.19% | 114.6K | $22.7M | -1.34%(-1.56K) | $80.72(+165.48%) | 2026-03-31 | |
| AMT | AMERICAN TOWER CORP | 7.13% | 130.2K | $22.5M | +3.52%(+4.43K) | $216.54(-17.74%) | 2026-03-31 | |
| VTR | VENTAS INC | 6.1% | 235.1K | $19.2M | +4.23%(+9.55K) | $54.85(+58.22%) | 2026-03-31 | |
| IRM | IRON MTN INC DEL | 4.75% | 146.4K | $15.0M | +3.88%(+5.47K) | $62.45(+110.89%) | 2026-03-31 | |
| EXR | EXTRA SPACE STORAGE INC | 4.38% | 105.2K | $13.8M | +1.67%(+1.73K) | $158.75(-11.94%) | 2026-03-31 | |
| AVB | AVALONBAY CMNTYS INC | 3.62% | 69.8K | $11.4M | +0.27%(+186) | $203.10(-8.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.66% | +24.80% |
| Top 20 Holdings Unweighted | +3.99% | +12.44% |
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