TG
Terence Gray Portfolio
Invests via Vert Asset Management LLC | Managed by Samuel Adams, Jed S. Fogdall, Allen Pu, William B. Collins-Dean, Joseph F. Hohn
Invests via Vert Asset Management LLC
Managed by Samuel Adams, Jed S. Fogdall, Allen Pu, William B. Collins-Dean, Joseph F. Hohn
Automatically Tracked
Terence Gray Profile
With a diverse career trajectory, Terence Gray has established himself as a key player in the venture capital landscape. He leverages his extensive experience in business development and startup acceleration to identify and nurture promising technologies. Having held leadership roles across multiple innovative firms, he brings valuable insights into market dynamics and entrepreneurial growth. His deep understanding of consumer behavior enhances his ability to guide emerging companies toward sustainable success, making him an influential figure among investors and founders alike.
With a diverse career trajectory, Terence Gray has established himself as a key player in the venture capital landscape. He leverages his extensive experience in business development and startup acceleration to identify and nurture promising technologies. Having held leadership roles across multiple innovative firms, he brings valuable insights into market dynamics and entrepreneurial growth. His deep understanding of consumer behavior enhances his ability to guide emerging companies toward sustainable success, making him an influential figure among investors and founders alike.
Investment Philosophy & Strategy
With a keen focus on identifying disruptive technologies, Terence Gray cultivates investment opportunities that resonate with emerging market needs. His strategic mindset and expertise in startup acceleration facilitate innovative approaches to business growth. By emphasizing consumer-centric strategies, he aligns his investments with evolving trends and demands within various sectors. Through leveraging past leadership experiences, the professional seeks ventures capable of significant impact while demonstrating scalable potential. This discerning outlook positions him at the forefront of the venture capital landscape, enabling him to shape compelling narratives for tomorrow's market leaders.
With a keen focus on identifying disruptive technologies, Terence Gray cultivates investment opportunities that resonate with emerging market needs. His strategic mindset and expertise in startup acceleration facilitate innovative approaches to business growth. By emphasizing consumer-centric strategies, he aligns his investments with evolving trends and demands within various sectors. Through leveraging past leadership experiences, the professional seeks ventures capable of significant impact while demonstrating scalable potential. This discerning outlook positions him at the forefront of the venture capital landscape, enabling him to shape compelling narratives for tomorrow's market leaders.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
92.71%
Gain +1.19%
Monthly
0.29%
Yearly
3.52%
Drawdown
40.45%
$354.59M
Equity
Holdings
$354.59M
Investment
$312.88M
$34.43M
Profit +$2.04M
Realized
-$7.27M
Unrealized
$41.7M
Dividends
$39.63M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.19%
Profit
$2.04M
Win %
53%
This Week
Compared To Last Week
Gain
0.58%
Profit
$2.04M
Win %
53%
This Month
Compared to last month
Gain
5.97%
Profit
$19.99M
Win %
53%
This Year
Compared to last year
Gain
-3.1%
Profit
-$11.33M
Win %
53%
DRH DiamondRock Hospitality Company
+2%
+$30,264.58 
HST Host Hotels & Resorts, Inc.
+1.62%
+$142,308 
VTR Ventas, Inc.
+1.3%
+$286,910.39 
IRM Iron Mountain Inc.
+1.25%
+$212,368.75 
WELL Welltower Inc.
+1.16%
+$337,955.26 
EQIX Equinix, Inc.
+0.93%
+$257,909.88 
PECO Phillips Edison & Company, Inc.
+0.78%
+$19,081.8 
AAT American Assets Trust Inc.
+0.75%
+$3,803.2 
UMH UMH Properties Inc.
+0.71%
+$4,206.07 
STAG STAG Industrial, Inc.
+0.63%
+$22,380.61 
FRT Federal Realty Investment Trust
+0.62%
+$27,254.26 
ELS Equity LifeStyle Properties, Inc.
+0.59%
+$33,720.48 
DLR Digital Realty Trust Inc.
+0.57%
+$134,647.92 
HPP Hudson Pacific Properties, Inc.
+0.55%
+$1,153.32 
BRX Brixmor Property Group Inc.
+0.53%
+$22,478.25 
KIM Kimco Realty Corporation
+0.51%
+$41,802.96 
AMT American Tower Corporation
+0.5%
+$130,478.58 
KRG Kite Realty Group Trust
+0.49%
+$12,166.32 
REG Regency Centers Corporation
+0.47%
+$30,733.15 
SPG Simon Property Group Inc.
+0.45%
+$124,517.76 
DOC Healthpeak Properties, Inc.
+0.42%
+$28,390.48 
MAC The Macerich Company
+0.41%
+$13,626.2 
PLD Prologis, Inc.
+0.39%
+$89,803.28 
BXP BXP, Inc.
+0.39%
+$18,552.39 
CPT Camden Property Trust
+0.38%
+$19,765.98 
ESS Essex Property Trust Inc.
+0.37%
+$33,354.69 
MAA Mid-America Apartment Communities, Inc.
+0.36%
+$25,383.12 
UDR UDR Inc.
+0.28%
+$16,019.6 
CUZ Cousins Properties Incorporated
+0.28%
+$6,639.6 
VNO Vornado Realty Trust
+0.23%
+$6,760.48 
UE Urban Edge Properties
+0.1%
+$1,189.18 
LXP LXP Industrial Trust
+0.09%
+$1,593.13 
SLG SL Green Realty Corp.
+0.04%
+$727.58 
AVB AvalonBay Communities, Inc.
0%
$0 
BDN Brandywine Realty Trust
0%
$0 
EQR Equity Residential
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
-1.65%
-$56,851.12 
REXR Rexford Industrial Realty, Inc.
-1.03%
-$46,227.6 
JBGS JBG SMITH Properties
-0.78%
-$2,820.25 
COLD Americold Realty Trust, Inc.
-0.28%
-$5,805.12 
KRC Kilroy Realty Corporation
-0.13%
-$2,854.15 
ESRT Empire State Realty Trust, Inc. Class A Common Stock
-0.1%
-$295.45 
CSR Centerspace
-0.02%
-$77.38 
EXR Extra Space Storage Inc.
-0.01%
-$1,096.11 Events
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Dividends
Dividend Analysis
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| Trades 739 | Longs Won 332/739 44% | Profit Factor 1.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $557,192.17 |
| Average Win $230,783.7 | Best Trade (Oct 26) $11M | Sharpe Ratio -10.9 |
| Average Loss -$103,657.38 | Worst Trade (Oct 14) -$2.4M | Z-Score 0.8 (57.85%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 5d | Expectancy $46,592.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,425 | 3,082 | 2,740 | 2,397 | 2,055 | 1,712 | 1,370 | 1,027 | 685 | 342 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAT American Assets Trust Inc. | 23,770 | $572,573.3 | $511,530.4 | - | -$61,042.9 | -10.66% | +0.749% |
| AMT American Tower Corporation | 138,807 | $28.43M | $26.36M | - | -$2.07M | -7.27% | +0.497% |
| ARE Alexandria Real Estate Equities, Inc. | 80,072 | $10.14M | $3.39M | - | -$6.75M | -66.6% | -1.65% |
| AVB AvalonBay Communities, Inc. | 72,165 | $14.6M | $13.9M | - | -$697,314.84 | -4.78% | 0.0 |
| BDN Brandywine Realty Trust | 72,480 | $331,210.82 | $213,816 | - | -$117,394.82 | -35.44% | 0.0 |
| BRX Brixmor Property Group Inc. | 149,855 | $3.65M | $4.24M | - | $585,599.86 | 16.03% | +0.533% |
| BXP BXP, Inc. | 77,301 | $5.92M | $4.82M | - | -$1.1M | -18.6% | +0.386% |
| COLD Americold Realty Trust, Inc. | 145,128 | $3.91M | $2.09M | - | -$1.82M | -46.49% | -0.276% |
| CPT Camden Property Trust | 50,682 | $5.32M | $5.19M | - | -$129,407.94 | -2.43% | +0.382% |
| CSR Centerspace | 7,738 | $510,067.64 | $440,756.48 | - | -$69,311.16 | -13.59% | -0.018% |
| CUZ Cousins Properties Incorporated | 82,995 | $2.4M | $2.4M | - | -$1,860.83 | -0.08% | +0.277% |
| DLR Digital Realty Trust Inc. | 136,008 | $17.96M | $23.58M | - | $5.62M | 31.26% | +0.574% |
| DOC Healthpeak Properties, Inc. | 354,881 | $7.72M | $6.86M | - | -$858,742.37 | -11.13% | +0.416% |
| DRH DiamondRock Hospitality Company | 110,053 | $979,961.88 | $1.54M | - | $564,631.97 | 57.62% | +1.999% |
| ELS Equity LifeStyle Properties, Inc. | 93,668 | $6.55M | $5.73M | - | -$816,033.4 | -12.46% | +0.592% |
| EQIX Equinix, Inc. | 29,044 | $22.77M | $28M | - | $5.23M | 22.96% | +0.93% |
| EQR Equity Residential | 179,611 | $12.4M | $12.2M | - | -$201,208.2 | -1.62% | 0.0 |
| ESRT Empire State Realty Trust, Inc. Class A Common Stock | 59,090 | $457,250.28 | $295,745.45 | - | -$161,504.83 | -35.32% | -0.1% |
| ESS Essex Property Trust Inc. | 32,701 | $7.75M | $9.14M | - | $1.39M | 17.87% | +0.366% |
| EXR Extra Space Storage Inc. | 109,611 | $17.41M | $15.72M | - | -$1.69M | -9.71% | -0.007% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Terence Gray?
The largest contributions to the portfolio's profits come from the following stocks: Welltower Inc - $7.31M, Simon Property Group Inc - $4.31M, Digital Realty Trust Inc - $2.32M, Iron Mountain Inc - $2.02M, and American Tower Corporation - $1.99M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Sun Communities, Inc - $1.74M, Hudson Pacific Properties, Inc - $616,244.38, SL Green Realty Corp - $468,308.37, Alexandria Real Estate Equities, Inc - $380,315.89, and RLJ Lodging Trust - $247,466.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Terence Gray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.63M earned over time. The largest contributors to dividend income include Simon Property Group Inc - $4.19M, American Tower Corporation - $2.65M, Digital Realty Trust Inc - $2.5M, Prologis, Inc - $2.43M, and Extra Space Storage Inc - $2.18M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Terence Gray's monthly returns?
Terence Gray's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Terence Gray's strategy be considered aggressive or moderate?
Terence Gray's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Terence Gray's strategy?
Terence Gray's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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