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Disclosery

Grassi Investment Management: VRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on VRT, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 51,435 VRT shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 51,435 shares
    Change vs previous 13F +3,535 shares

    0.53% of the 13F portfolio, value $6,605,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 47,900 shares
    Change vs previous 13F +35,750 shares

    0.32% of the 13F portfolio, value $3,458,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 12,150 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,380,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).