Vert Asset Management LLC has released its latest holdings report, revealing a total investment value of approximately $338.23 million as of September 30, 2026. This filing is significant as it underscores the firm’s ongoing commitment to managing substantial assets in the real estate investment sector.

The report, filed on October 28, 2026, showcases Vert Asset Management's strategic positioning within the competitive landscape of asset management firms. The firm has notable holdings in key players such as Welltower Inc. and Simon Property Group Inc., indicating a focused investment strategy within the real estate market.

Background

Vert Asset Management LLC is a California-based firm specializing in asset management. The company is identified under the Central Index Key (CIK) 0001904664. The firm operates within the asset management industry, focusing on real estate investments. Recent filings include a 13F-HR report filed on October 28, 2026, and an N-PX report filed on August 5, 2026.

What the Filing Says

The latest filing reveals that Vert Asset Management holds a total of 47 positions with a combined value of $338,230,409. The filing states, "The total value of the reportable securities is $338,230,409," reflecting the firm’s substantial investments in the sector.

Impact

This update may affect various stakeholders, including investors and analysts monitoring the asset management sector, particularly those focused on real estate investments. The report's details provide insight into Vert Asset Management's investment strategies and asset allocation, which could influence competitive dynamics in the industry.

What's Next

The filing does not say what happens next.