Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Vert Asset Management LLC
  City: SAUSALITO
  State: CA
  Zip: 94965
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $237,801,000
  Total Value Change : $5,962,000
  Securities Held Change : 1
   
All Securities Held : 42
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 31
  Unchanged Positions : 8
  Decreased Positions : 2

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 2     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WELL)1 Year Chart         WELL Welltower Inc 4 - $101.00 $17,104,000 183,053 7.19% 278,000 -3,552 0.032    REIT - Healthcare Fac...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 5 - $144.64 $16,773,000 116,450 7.05% 418,000 -5,075 0.035    REIT - Diversified

      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results