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Cloud Capital Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Cloud Capital Management’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Buy
+18,194
New +$196K 0.08% 103
2025
Q4 		– Sell
-17,914
Closed -$190K – 1443
2025
Q3 		$190K Buy
+17,914
New +$189K 0.1% 84
2025
Q2 		– Sell
-17,536
Closed -$176K – 254
2025
Q1 		$176K Buy
+17,536
New +$180K 0.13% 74

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Cloud Capital Management's VGSR Position: Q1 2026 in Review

Cloud Capital Management opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026: 18,194 shares worth $186K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings. This is a return to the name: Cloud Capital Management previously reported a position in VGSR as recently as Q3 2025.

Cloud Capital Management first reported a position in VGSR in Q1 2025 and has held it in 3 quarters since. The position peaked at $190K in Q3 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Cloud Capital Management held 18,194 shares of Vert Global Sustainable Real Estate ETF worth $186K as of Q1 2026.
  • Vert Global Sustainable Real Estate ETF was a new Cloud Capital Management position in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.08% of Cloud Capital Management's portfolio in Q1 2026, its #103 holding.
  • Cloud Capital Management first reported a position in Vert Global Sustainable Real Estate ETF in Q1 2025 and has held it in 3 quarters since.
  • Cloud Capital Management's Vert Global Sustainable Real Estate ETF position peaked at $190K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.