LDR Capital Management’s Vertiv VRT Stock Holding History

LDR Capital Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.32M	Buy	13,749 +7,248	+111%	+$1.97M	4.1%	9
2026 Q2	$2.18M	Sell	6,501 -800	-11%	-$254K	2.51%	16
2026 Q1	$1.83M	Hold	7,301	–	–	2.46%	15
2025 Q4	$1.18M	Sell	7,301 -2,068	-22%	-$359K	1.64%	23
2025 Q3	$1.41M	Sell	9,369 -647	-6%	-$86.3K	2.08%	16
2025 Q2	$1.29M	Sell	10,016 -3,494	-26%	-$340K	1.66%	21
2025 Q1	$975K	Buy	13,510 +4,693	+53%	+$500K	1.18%	28
2024 Q4	$1M	Buy	+8,817	New	+$1.05M	1.36%	31

Other funds holding VRT

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

N10 Wealth Greenwich, Connecticut $348M AUM

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

LDR Capital Management's VRT Position: Q3 2026 in Review

LDR Capital Management increased its Vertiv (VRT) stake by 111% in Q3 2026, buying an estimated $1.97M and bringing the position to 13,749 shares worth $3.32M. The position accounts for 4.1% of the portfolio, ranked #9.

LDR Capital Management first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

LDR Capital Management held 13,749 shares of Vertiv worth $3.32M as of Q3 2026.
LDR Capital Management bought 7,248 Vertiv shares in Q3 2026, an estimated $1.97M.
Vertiv made up 4.1% of LDR Capital Management's portfolio in Q3 2026, its #9 holding.
LDR Capital Management first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on LDR Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.