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:
67.54%
Gain +3.85%
Monthly
0.34%
Yearly
4.21%
Drawdown
41.04%
$359.43M
Equity
Holdings
$359.43M
Investment
$312.88M
$39.27M
Profit +$5.99M
Realized
-$7.27M
Unrealized
$46.54M
Dividends
$37M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.85%
Profit
$5.99M
Win %
56%
This Week
Compared To Last Week
Gain
0.19%
Profit
$668,946.72
Win %
56%
This Month
Compared to last month
Gain
1.89%
Profit
$6.65M
Win %
56%
This Year
Compared to last year
Gain
-1.77%
Profit
-$6.49M
Win %
56%
ESRT Empire State Realty Trust Inc.
+2.71%
+$7,090.8 
BDN Brandywine Realty Trust
+2.29%
+$5,073.6 
IRM Iron Mountain Inc.
+1.64%
+$290,366 
SLG SL Green Realty Corp.
+1.18%
+$23,646.35 
CSR Centerspace Inc.
+0.97%
+$3,946.38 
MAC The Macerich Company
+0.78%
+$24,527.16 
COLD Americold Realty Trust
+0.78%
+$15,964.08 
KRC Kilroy Realty Corporation
+0.49%
+$10,274.94 
DLR Digital Realty Trust, Inc.
+0.32%
+$81,604.8 
HST Host Hotels & Resorts Inc.
+0.27%
+$21,346.2 
DRH DiamondRock Hospitality Company
+0.17%
+$2,201.06 
VNO Vornado Realty Trust
+0.14%
+$4,225.3 
LXP LXP Industrial Trust
+0.1%
+$1,737.9 
CPT Camden Property Trust
+0.09%
+$4,561.38 
UDR UDR Inc.
+0.03%
+$1,601.96 
AVB AvalonBay Communities, Inc.
0%
$0 
UMH UMH Properties, Inc.
0%
$0 
EQR Equity Residential
-3.5%
-$414,901.41 
WELL Welltower Inc.
-2.05%
-$606,117.6 
VTR Ventas Inc.
-2%
-$467,181.52 
DOC Healthpeak Properties, Inc.
-1.78%
-$133,080.37 
KIM Kimco Realty Corporation
-1.34%
-$111,474.56 
EXR Extra Space Storage Inc.
-1.23%
-$189,627.03 
AMT American Tower Corporation
-1.07%
-$263,733.3 
HPP HUDSON PACIFIC PROPERTIES INC
-1.02%
-$2,498.86 
SPG Simon Property Group, Inc.
-0.98%
-$269,788.48 
REG Regency Centers Corporation
-0.87%
-$57,953.94 
UE Urban Edge Properties
-0.85%
-$10,702.62 
BXP Boston Properties, Inc.
-0.79%
-$41,742.54 
PLD Prologis Inc.
-0.73%
-$185,104.72 
REXR Rexford Industrial Realty, Inc.
-0.59%
-$25,425.18 
PECO Phillips Edison & Company, Inc.
-0.56%
-$13,993.32 
AAT American Assets Trust, Inc.
-0.54%
-$2,852.4 
KRG Kite Realty Group Trust
-0.5%
-$13,180.18 
CUZ Cousins Properties Incorporated
-0.48%
-$11,619.3 
EQIX Equinix, Inc.
-0.47%
-$140,863.4 
JBGS JBG Smith Properties
-0.43%
-$1,568.55 
BRX Brixmor Property Group Inc.
-0.41%
-$17,982.6 
ELS Equity Lifestyle Properties Inc.
-0.3%
-$17,796.92 
MAA Mid-America Apartment Communities, Inc.
-0.19%
-$14,004.48 
ARE Alexandria Real Estate Equities, Inc.
-0.08%
-$3,202.88 
FRT Federal Realty Investment Trust
-0.06%
-$2,847.46 
STAG Stag Industrial Inc.
-0.05%
-$1,946.14 
ESS Essex Property Trust, Inc.
-0.01%
-$1,308.04 Events
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Dividends
Dividend Analysis
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| Trades 739 | Longs Won 348/739 47% | Profit Factor 1.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $563,533.04 |
| Average Win $232,495.51 | Best Trade (Sep 01) $11.11M | Sharpe Ratio -9.93 |
| Average Loss -$106,484.32 | Worst Trade (Aug 27) -$2.86M | Z-Score 0.61 (45.78%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 6d | Expectancy $53,143.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,378 | 3,041 | 2,703 | 2,365 | 2,027 | 1,689 | 1,351 | 1,014 | 676 | 338 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAT American Assets Trust, Inc. | 23,770 | $572,573.3 | $523,890.8 | - | -$48,682.5 | -8.5% | -0.542% |
| AMT American Tower Corporation | 138,807 | $28.43M | $24.41M | - | -$4.02M | -14.13% | -1.069% |
| ARE Alexandria Real Estate Equities, Inc. | 80,072 | $10.14M | $4.22M | - | -$5.93M | -58.43% | -0.076% |
| AVB AvalonBay Communities, Inc. | 72,165 | $14.6M | $13.28M | - | -$1.32M | -9.02% | 0.0 |
| BDN Brandywine Realty Trust | 72,480 | $331,210.82 | $226,137.6 | - | -$105,073.22 | -31.72% | +2.295% |
| BRX Brixmor Property Group Inc. | 149,855 | $3.65M | $4.37M | - | $715,973.71 | 19.6% | -0.41% |
| BXP Boston Properties, Inc. | 77,301 | $5.92M | $5.23M | - | -$687,342.28 | -11.61% | -0.791% |
| COLD Americold Realty Trust | 145,128 | $3.91M | $2.06M | - | -$1.85M | -47.26% | +0.78% |
| CPT Camden Property Trust | 50,682 | $5.32M | $5.36M | - | $37,842.66 | 0.71% | +0.085% |
| CSR Centerspace Inc. | 7,738 | $510,067.64 | $409,340.2 | - | -$100,727.44 | -19.75% | +0.973% |
| CUZ Cousins Properties Incorporated | 82,995 | $2.4M | $2.42M | - | $11,418.37 | 0.47% | -0.479% |
| DLR Digital Realty Trust, Inc. | 136,008 | $17.96M | $25.62M | - | $7.66M | 42.64% | +0.32% |
| DOC Healthpeak Properties, Inc. | 354,881 | $7.72M | $7.33M | - | -$390,299.45 | -5.06% | -1.784% |
| DRH DiamondRock Hospitality Company | 110,053 | $979,961.88 | $1.33M | - | $349,478.36 | 35.66% | +0.166% |
| ELS Equity Lifestyle Properties Inc. | 93,668 | $6.55M | $5.85M | - | -$701,758.44 | -10.72% | -0.303% |
| EQIX Equinix, Inc. | 29,044 | $22.77M | $30.09M | - | $7.32M | 32.16% | -0.466% |
| EQR Equity Residential | 179,611 | $12.4M | $11.43M | - | -$968,147.17 | -7.81% | -3.502% |
| ESRT Empire State Realty Trust Inc. | 59,090 | $457,250.28 | $268,268.6 | - | -$188,981.68 | -41.33% | +2.715% |
| ESS Essex Property Trust, Inc. | 32,701 | $7.75M | $9.11M | - | $1.36M | 17.55% | -0.014% |
| EXR Extra Space Storage Inc. | 109,611 | $17.41M | $15.26M | - | -$2.15M | -12.32% | -1.227% |
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Option values are updated at end of day.
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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 - $4.02M, Digital Realty Trust, Inc - $2.16M, Iron Mountain Inc - $1.89M, and American Tower Corporation - $1.74M. 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 - $490,772.4, Alexandria Real Estate Equities, Inc - $437,967.73, 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 $37M earned over time. The largest contributors to dividend income include Simon Property Group, Inc - $3.9M, American Tower Corporation - $2.41M, Digital Realty Trust, Inc - $2.33M, Prologis Inc - $2.24M, and Extra Space Storage Inc - $2M. 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.
