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Vert Asset Management LLC: FRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vert Asset Management LLC on FRT, newest first. How the timeline and the estimate are built.

Vert Asset Management LLC held 40,678 FRT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,678 shares
    Change vs previous 13F +814 shares

    1.37% of the 13F portfolio, value $5,021,292.

    13F-HR 0001904664-26-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 39,864 shares
    Change vs previous 13F +1,004 shares

    1.34% of the 13F portfolio, value $4,233,955.

    13F-HR 0001904664-26-000002 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,860 shares
    Change vs previous 13F +1,812 shares

    1.3% of the 13F portfolio, value $3,917,088.

    13F-HR 0001904664-26-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,048 shares
    Change vs previous 13F +2,795 shares

    1.26% of the 13F portfolio, value $3,753,333.

    13F-HR 0001904664-25-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,253 shares
    Change vs previous 13F -1,176 shares

    1.18% of the 13F portfolio, value $3,253,692.

    13F-HR 0001904664-25-000004 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,429 shares
    Change vs previous 13F +2,405 shares

    1.19% of the 13F portfolio, value $3,465,665.

    13F-HR 0001904664-25-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 33,024 shares
    Change vs previous 13F +3,617 shares

    1.27% of the 13F portfolio, value $3,697,037.

    13F-HR 0001904664-25-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,407 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,380,923.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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