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Vert Asset Management LLC: IRM position timeline

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

Vert Asset Management LLC held 154,450 IRM 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 154,450 shares
    Change vs previous 13F +8,044 shares

    5.34% of the 13F portfolio, value $19,508,580.

    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 146,406 shares
    Change vs previous 13F +5,472 shares

    4.75% of the 13F portfolio, value $14,953,909.

    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 140,934 shares
    Change vs previous 13F +6,353 shares

    3.89% of the 13F portfolio, value $11,690,475.

    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 134,581 shares
    Change vs previous 13F +5,099 shares

    4.61% of the 13F portfolio, value $13,719,187.

    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 129,482 shares
    Change vs previous 13F -6,564 shares

    4.84% of the 13F portfolio, value $13,280,969.

    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 136,046 shares
    Change vs previous 13F +6,780 shares

    4.02% of the 13F portfolio, value $11,705,398.

    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 129,266 shares
    Change vs previous 13F +9,329 shares

    4.65% of the 13F portfolio, value $13,587,149.

    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 119,937 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $14,252,114.

    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).