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Vert Asset Management LLC: VTR position timeline

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

Vert Asset Management LLC held 253,903 VTR 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 253,903 shares
    Change vs previous 13F +18,825 shares

    6.17% of the 13F portfolio, value $22,546,586.

    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 235,078 shares
    Change vs previous 13F +9,551 shares

    6.1% of the 13F portfolio, value $19,224,679.

    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 225,527 shares
    Change vs previous 13F +18,535 shares

    5.8% of the 13F portfolio, value $17,451,279.

    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 206,992 shares
    Change vs previous 13F +10,105 shares

    4.87% of the 13F portfolio, value $14,487,370.

    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 196,887 shares
    Change vs previous 13F -1,297 shares

    4.53% of the 13F portfolio, value $12,433,414.

    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 198,184 shares
    Change vs previous 13F +16,935 shares

    4.68% of the 13F portfolio, value $13,627,132.

    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 181,249 shares
    Change vs previous 13F +15,635 shares

    3.65% of the 13F portfolio, value $10,673,754.

    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 165,614 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $10,620,826.

    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).