Vert Global Sustainable Real Estate Fund
Manager Directed Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2023 → Sep 30, 2023

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
Civitas Social Housing PLC 167,400 0 -167,400 0.00% -$169.87K
MORI TRUST SOGO 103 0 -103 0.00% -$51.47K
AEDIFICA SA-RTS 14,429 0 -14,429 0.00% -$6.61K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
WELLTOWER INC 176,265 185,289 9,024 4.65% $920.80K
DIGITAL REALTY TRUST INC 111,229 120,731 9,502 4.48% $1.95M
SIMON PROPERTY 123,097 127,662 4,565 4.23% -$423.92K
PROLOGIS INC REIT 111,364 121,919 10,555 4.19% $23.96K
EQUINIX INC 18,547 18,751 204 4.18% -$921.63K
AMERICAN TOWER CORP 71,468 82,506 11,038 4.16% -$292.39K
AVALONBAY COMMUNITIES INC REIT 54,620 57,293 2,673 3.02% -$498.43K
GOODMAN GROUP 645,058 678,871 33,813 2.85% $633.07K
EXTRA SPACE STORAGE INC 51,871 73,489 21,618 2.74% $1.21M
EQUITY RESIDENTIAL REIT 138,684 145,168 6,484 2.61% -$626.17K
IRON MOUNTAIN INC 112,497 118,712 6,215 2.16% $665.35K
VENTAS INC REIT 153,484 164,831 11,347 2.13% -$310.86K
ALEXANDRIA REAL ES EQ INC REIT 63,651 66,783 3,132 2.05% -$538.77K
SUN COMMUNITIES INC - REIT 47,702 51,431 3,729 1.87% -$136.86K
ESSEX PROPERTY TRUST INC 24,661 26,130 1,469 1.70% -$236.16K
HOST HOTELS & RE 273,075 291,449 18,374 1.44% $87.73K
EQUITY LIFESTYLE PPTYS INC 69,317 72,371 3,054 1.41% -$25.86K
UDR INC 126,211 127,780 1,569 1.40% -$864.11K
KIMCO REALTY CORPORATION 242,891 252,569 9,678 1.36% -$347.12K
SEGRO PLC 464,722 482,210 17,488 1.29% -$21.70K
REXFORD INDUSTRIAL REALTY INC 82,967 84,853 1,886 1.28% -$145.04K
HEALTHPEAK PROPERTIES INC 213,520 224,199 10,679 1.26% -$175.46K
REGENCY CENTERS CORP REIT 59,246 62,930 3,684 1.15% $80.93K
BXP INC 56,487 60,961 4,474 1.11% $372.87K
Americold Realty Trust Inc 102,914 110,567 7,653 1.03% $38.22K
SCENTRE GROUP 2,009,765 2,072,517 62,752 1.00% -$297.62K
CAPITALAND INTEG 2,006,712 2,158,512 151,800 0.89% $69.16K
CAPITALAND ASCEN 1,307,300 1,443,900 136,600 0.89% $257.38K
FED REALTY INVS 27,485 30,264 2,779 0.84% $83.10K
NIPPON BUILDING 595 622 27 0.77% $179.16K
STOCKLAND 898,998 963,690 64,692 0.74% -$4.87K
UNIBAIL-RODAMCO- 43,822 46,607 2,785 0.70% -$19.44K
STAG INDUSTRIAL INC CL A 15,727 66,279 50,552 0.70% $1.72M
MIRVAC GROUP 1,514,203 1,592,994 78,791 0.66% -$121.42K
JAPAN REAL ESTAT 483 524 41 0.63% $203.80K
KLEPIERRE 77,329 83,120 5,791 0.62% $114.06K
DEXUS/AU 419,727 422,042 2,315 0.60% -$218.52K
GPT GROUP 717,861 752,023 34,162 0.57% -$113.68K
NOMURA REAL ESTA 1,561 1,654 93 0.57% $52.05K
GECINA SA 17,151 18,087 936 0.57% $14.47K
JAPAN METROPOLIT 2,701 2,787 86 0.55% $320
NIPPON PROLOGIS 836 910 74 0.52% $18.75K
GLP J-REIT 1,754 1,861 107 0.51% -$66.67K
VICINITY CENTRES 1,477,804 1,503,084 25,280 0.50% -$190.98K
UNITE GRP. PLC/THE 132,232 142,810 10,578 0.48% $92.15K
DAIWA HOUSE REIT 834 878 44 0.48% -$49.97K
KILROY REALTY CORP 41,133 45,804 4,671 0.44% $210.17K
BRIT LAND CO PLC 331,770 356,200 24,430 0.42% $92.54K
TRITAX BIG BOX R 710,717 768,504 57,787 0.40% $176.74K
ORIX JREIT INC 990 1,036 46 0.38% $23.86K
ADVANCE RESI INV 498 524 26 0.36% -$1.40K
AEDIFICA 14,429 18,536 4,107 0.32% $128.22K
MACERICH COMPANY 84,542 87,870 3,328 0.29% $5.87K
SEKISUI HOUSE RE 1,570 1,691 121 0.29% $27.64K
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC 40,207 43,830 3,623 0.28% -$75.98K
NIPPON ACCOMMODA 189 210 21 0.27% $34.57K
PROLOGIS MEXICO 208,935 250,923 41,988 0.27% $91.36K
INDUSTRIAL & INF 786 887 101 0.25% -$7.88K
COFINIMMO 11,189 11,879 690 0.25% -$26.39K
SHAFTESBURY CAPI 513,320 561,616 48,296 0.24% $34.12K
GROWTHPOINT PROP 1,251,926 1,403,224 151,298 0.24% $6.30K
SUNSTONE HOTEL INVS INC 72,746 82,270 9,524 0.24% $33.03K
DIAMONDROCK HOSPITALITY CO 68,750 87,299 18,549 0.21% $150.32K
CAPITALAND ASCOTT TRUST /SGD/ 0.00000000 735,000 904,700 169,700 0.19% $45.09K
JBG SMITH PROPERTIES 37,715 43,786 6,071 0.19% $65.91K
COMFORIA RESIDEN 248 268 20 0.18% $144
HULIC REIT INC 479 519 40 0.17% $18.06K
CHARTER HLW REIT 236,944 259,743 22,799 0.16% -$99.51K
Hammerson PLC 1,434,216 1,739,128 304,912 0.16% $78.76K
NTT UD REIT INVE 528 566 38 0.16% $28.40K
ALEXANDER & BALD 27,917 30,539 2,622 0.16% -$7.78K
GREAT PORT EST 82,914 94,878 11,964 0.15% $46.65K
TF ADMINISTRADOR 250,653 261,568 10,915 0.14% -$15.23K
AMERICAN ASSETS TRUST INC 18,931 23,415 4,484 0.14% $91.95K
JAPAN EXCELLENT 447 494 47 0.13% $48.00K
HUDSON PACIFIC PROPERTIES INC 47,530 64,117 16,587 0.13% $225.80K
FIRST CAPITAL RE 35,225 42,825 7,600 0.13% $30.60K
HOSHINO RESORTS 87 93 6 0.12% $33.98K
GLOBAL ONE REIT 373 406 33 0.10% $16.54K
LENDLEASE GLOBAL 730,426 755,496 25,070 0.09% -$56.58K
EUROCOMMERCIAL P 13,058 13,479 421 0.09% -$4.51K
KIWI PROPERTY GR 475,872 484,611 8,739 0.08% -$21.17K
CHARTER HALL SOC 125,189 127,064 1,875 0.06% -$41.57K
ADVANCE LOGISTIC 224 242 18 0.06% -$4.84K
Tritax EuroBox PLC 256,649 285,392 28,743 0.05% $8.24K
ALTAREA 1,180 1,655 475 0.05% $20.68K
CROMWELL PROPERT 489,498 605,229 115,731 0.04% -$31.65K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
Mount Vernon Liquid Assets Portfolio, LLC 61,522,834 36,424,560 -25,098,274 11.17% -$25.10M
VORNADO RLTY TST 67,406 64,235 -3,171 0.45% $234.10K
Invesco Government & Agency Portfolio, Institutional Class 1,324,965 867,767 -457,198 0.27% -$457.20K
PRECINCT PROPERT 550,848 535,231 -15,617 0.11% -$67.18K
ALLIED PROP REIT 26,600 23,500 -3,100 0.10% -$125.90K
BRANDYWINE RLTY 83,217 67,039 -16,178 0.09% -$82.60K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
LAND SECURITIES 270,107 270,107 0 0.59% -$38.84K
MERLIN PROPERTIE 121,730 121,730 0 0.31% -$18.45K
DERWENT LONDON 38,851 38,851 0 0.28% -$100.42K
JAPAN HOTEL REIT 1,706 1,706 0 0.27% $20.48K
FRASERS LOGISTIC 1,101,000 1,101,000 0 0.26% -$159.75K
COVIVIO 18,969 18,969 0 0.26% -$54.69K
BIG YELLOW GROUP 67,086 67,086 0 0.23% -$150.97K
RIOCAN REIT 56,613 56,613 0 0.23% -$70.76K
ACTIVIA PROPERTI 265 265 0 0.22% -$9.95K
SUNTEC REIT 860,100 860,100 0 0.22% -$93.69K
JAPAN LOGISTICS 349 349 0 0.21% -$80.85K
LASALLE LOGIPORT 686 686 0 0.20% -$62.04K
FRASERS CENTREPO 404,700 404,700 0 0.20% -$10.20K
INMOBILIARIA COL 113,169 113,169 0 0.20% -$44.42K
CHOICE PROPERTIE 64,234 64,234 0 0.18% -$58.32K
RLJ LODGING TRUST 60,863 60,863 0 0.18% -$29.21K
GOODMAN PROPERTY 410,401 410,401 0 0.16% -$38.90K
MITSUBISHI ESTAT 191 191 0 0.15% -$68.41K
DREAM INDUSTRIAL 49,419 49,419 0 0.14% -$59.19K
VERIS RESIDENTIAL INC 27,498 27,498 0 0.14% $12.37K
REDEFINE PROPERT 2,372,542 2,372,542 0 0.14% $30.07K
CHARTER HALL RET 212,034 212,034 0 0.13% -$86.26K
EMPIRE STATE REALTY TRUST INC CL A 52,847 52,847 0 0.13% $29.07K
ICADE 12,591 12,591 0 0.13% -$110.80K
UMH PROPERTIES INC 23,900 23,900 0 0.10% -$46.84K
CARMILA 22,262 22,262 0 0.10% -$13.29K
WORKSPACE GROUP 52,043 52,043 0 0.10% -$2.48K
MERCIALYS 32,217 32,217 0 0.09% -$1.24K
KILLAM APARTMENT 22,142 22,142 0 0.09% -$11.19K
SOSILA LOGISTICS 274 274 0 0.07% -$22.55K
WERELDHAVE NV 10,144 10,144 0 0.05% $6.21K
NSI NV 7,701 7,701 0 0.04% -$25.78K
GROWTHPOINT PROP 99,262 99,262 0 0.04% -$45.22K
MINTO APARTMENT REAL ESTATE INVESTMENT TRUST 11,500 11,500 0 0.04% -$14.98K
HERSHA HOSPITALITY TR REIT 11,491 11,491 0 0.03% $43.32K
PICTON PROPERTY 117,544 117,544 0 0.03% -$7.35K
Schroder REIT Ltd. 162,778 162,778 0 0.02% -$2.22K
LAR ESPANA REAL 13,501 13,501 0 0.02% -$1.52K
VASTNED RETAIL N 3,437 3,437 0 0.02% -$3.15K
Stoneweg European REIT NPV REIT EUR 46,919 46,919 0 0.02% -$16.37K
IMMOBILIARE GRAN 20,822 20,822 0 0.01% -$8.08K
Manulife US Real Estate Investment Trust 752,209 752,209 0 0.01% -$87.75K
FRANKLIN STREET PPTYS CORP 18,517 18,517 0 0.01% $7.41K
HOME REIT PLC 255,956 255,956 0 0.01% -$1.21K
DREAM OFFICE REA 3,240 3,240 0 0.01% -$8.63K
WERELDHAVE BELGM 447 447 0 0.01% -$905
Dream Residential Real Estate Investment Trust 2,600 2,600 0 0.01% -$2.73K
Dream Impact Trust 2,075 2,075 0 0.00% -$2.41K
Societe de la Tour Eiffel 402 402 0 0.00% -$485
VASTNED NV 37 37 0 0.00% -$46

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