Ownership history in Vert Asset Management LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Vert Asset Management LLC reported a position in HOST HOTELS & RESORTS INC (HST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Vert Asset Management LLC underperformed the S&P 500 by β4.0% annually on this HST position. Timing score: 62% (10/16 decisions correct). Average cost basis: $14.98. Maximum drawdown during holding period: β27.5%.
β οΈ Trailed SPY by 4.0% ann. on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $13.03 (2022 Q2) Β· Worst: $18.77 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 3 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Vert Asset Management LLC has been actively increasing its HST allocation β a bullish signal from insiders.
Currently 2.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size