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Vert Asset Management LLC: REG position timeline

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

Vert Asset Management LLC held 87,809 REG 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 87,809 shares
    Change vs previous 13F +2,007 shares

    1.92% of the 13F portfolio, value $7,001,890.

    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 85,802 shares
    Change vs previous 13F +890 shares

    2.06% of the 13F portfolio, value $6,491,779.

    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 84,912 shares
    Change vs previous 13F +6,547 shares

    1.95% of the 13F portfolio, value $5,861,475.

    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 78,365 shares
    Change vs previous 13F +2,356 shares

    1.92% of the 13F portfolio, value $5,712,809.

    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 76,009 shares
    Change vs previous 13F -3,519 shares

    1.97% of the 13F portfolio, value $5,414,121.

    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 79,528 shares
    Change vs previous 13F +5,371 shares

    2.02% of the 13F portfolio, value $5,865,985.

    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 74,157 shares
    Change vs previous 13F +3,480 shares

    1.88% of the 13F portfolio, value $5,482,427.

    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 70,677 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $5,105,000.

    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).