How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Vert Asset

13F Portfolio OverlapQ2 2026Vert Asset portfolio →

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Most similar hedge funds by 13F overlap

Vert Asset Management LLC is an institutional investor managing $365M across 44 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vert Asset are Adelante, CENTERSQUARE INVESTMENT, Resolution Ltd, with shared positions in $EQIX, $WELL, $PLD, $SPG, $DLR, $AVB. The full ranking of 25 similar funds is below.

#1Adelante Capital Management LLC

Highly similar · 23 shared positions

$EQIX $WELL $PLD $SPG $DLR $AVB

$1.5B

42 positions

#2CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Highly similar · 27 shared positions

$EQIX $WELL $PLD $DLR $VTR $EXR

$11.7B

80 positions

#3Resolution Capital LtdActive

Highly similar · 19 shared positions

$EQIX $WELL $VTR $DLR $SPG $PLD

$5.4B

39 positions

#4Pensionfund SabicActive

Highly similar · 22 shared positions

$EQIX $WELL $PLD $SPG $DLR $VTR

$94M

76 positions

#5Pensionfund PDNActive

Highly similar · 22 shared positions

$EQIX $WELL $PLD $SPG $DLR $VTR

$194M

76 positions

#6HEITMAN REAL ESTATE SECURITIES LLCActive

Highly similar · 21 shared positions

$WELL $PLD $EQIX $DLR $SPG $VMRK

$1.6B

57 positions

#7APG Asset Management US Inc.Smart money

Highly similar · 27 shared positions

$EQIX $PLD $DLR $VTR $VMRK $EXR

$14.3B

61 positions

#8Timbercreek Asset Management Ltd.Active

Highly similar · 19 shared positions

$EQIX $WELL $PLD $DLR $SPG $VMRK

$722M

83 positions

#9LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Highly similar · 24 shared positions

$EQIX $WELL $PLD $SPG $AMT $VMRK

$2.8B

44 positions

#10Green Street Investors, LLCActive

Highly similar · 15 shared positions

$EQIX $WELL $PLD $SPG $AVB $DLR

$212M

29 positions

#11COHEN & STEERS, INC.Active

Highly similar · 16 shared positions

$WELL $DLR $PLD $EQIX $AMT $EXR

$63.2B

442 positions

#12AEW CAPITAL MANAGEMENT L PActive

Highly similar · 21 shared positions

$WELL $EQIX $PLD $SPG $DLR $AVB

$1.7B

39 positions

#13LDR Capital Management LLCActive

Highly similar · 20 shared positions

$EQIX $DLR $SPG $PLD $WELL $AMT

$87M

45 positions

#14Uniplan Investment Counsel, Inc.Passive

Substantial overlap · 15 shared positions

$WELL $EQIX $PLD $SPG $DLR $AMT

$1.1B

175 positions

#15CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Substantial overlap · 14 shared positions

$WELL $EQIX $PLD $AMT $VMRK $VTR

$7.2B

101 positions

#16Safe Harbor Family Capital, LLCSmart money

Substantial overlap · 14 shared positions

$EQIX $PLD $VTR $AMT $DLR $WELL

$150M

57 positions

#17DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Substantial overlap · 12 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$10.6B

162 positions

#18Bayhunt Capital LLCActive

Substantial overlap · 13 shared positions

$WELL $VTR $EXR $VMRK $DLR $UDR

$77M

23 positions

#19Sophron Capital Management L.P.Active

Substantial overlap · 16 shared positions

$AVB $VMRK $ESS $DLR $HST $REG

$323M

43 positions

#20Land & Buildings Investment Management, LLCActive

Substantial overlap · 4 shared positions

$SPG $VTR $EQIX $DLR

$583M

19 positions

#21Gross & Hartman Investments LLCActive

Substantial overlap · 10 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$226M

80 positions

#22RUSH ISLAND MANAGEMENT, LPActive

Substantial overlap · 7 shared positions

$VTR $AMT $VMRK $ESS $DOC $MAC

$1.5B

22 positions

#23DigitalBridge Group, Inc.Active

Notable overlap · 8 shared positions

$EQIX $AMT $IRM $AVB $PLD $CPT

$1.7B

61 positions

#24Vision Capital CorpActive

Notable overlap · 5 shared positions

$EQIX $DLR $REXR $KRG $UE

$309M

15 positions

#25Masterton Capital Management, LPActive

Notable overlap · 5 shared positions

$PLD $VMRK $ESS $KIM $FRT

$118M

24 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.