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Vert Asset Management LLC: SPG position timeline

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

Vert Asset Management LLC held 129,706 SPG 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 129,706 shares
    Change vs previous 13F +2,915 shares

    7.94% of the 13F portfolio, value $29,008,747.

    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 126,791 shares
    Change vs previous 13F +6,032 shares

    7.51% of the 13F portfolio, value $23,650,326.

    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 120,759 shares
    Change vs previous 13F -8,058 shares

    7.44% of the 13F portfolio, value $22,353,698.

    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 128,817 shares
    Change vs previous 13F +5,580 shares

    8.13% of the 13F portfolio, value $24,175,086.

    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 123,237 shares
    Change vs previous 13F -185 shares

    7.21% of the 13F portfolio, value $19,811,580.

    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 123,422 shares
    Change vs previous 13F -1,976 shares

    7.05% of the 13F portfolio, value $20,497,926.

    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 125,398 shares
    Change vs previous 13F +3,783 shares

    7.39% of the 13F portfolio, value $21,594,790.

    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 121,615 shares
    Change vs previous 13F not available

    7.09% of the 13F portfolio, value $20,555,367.

    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).