Corient Private Wealth
VGSR icon

Corient Private Wealth’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Corient Private Wealth’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
Q2 		$498K Sell
43,780
-9,420
-18% -$105K ﹤0.01% 2225
2026
Q1 		$267K Buy
53,200
+28,256
+113% +$304K ﹤0.01% 2381
2025
Q4 		$259K Buy
24,944
+1,641
+7% +$17.2K ﹤0.01% 2270
2025
Q3 		$248K Buy
23,303
+116
+0.5% +$1.22K ﹤0.01% 2231
2025
Q2 		$243K Sell
23,187
-18,119
-44% -$185K ﹤0.01% 2117
2025
Q1 		$419K Buy
41,306
+173
+0.4% +$1.77K ﹤0.01% 1686
2024
Q4 		$416K Buy
41,133
+172
+0.4% +$1.84K ﹤0.01% 1714
2024
Q3 		$455K Buy
40,961
+226
+0.6% +$2.37K ﹤0.01% 1793
2024
Q2 		$394K Sell
40,735
-22,641
-36% -$215K ﹤0.01% 1769
2024
Q1 		$621K Sell
63,376
-70,654
-53% -$683K ﹤0.01% 1517
2023
Q4 		$1.33M Buy
+134,030
New +$1.32M ﹤0.01% 1175

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 $5.38B AUM 27.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Corient Private Wealth's VGSR Position: Q2 2026 in Review

Corient Private Wealth reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 18% in Q2 2026, selling an estimated $105K and leaving 43,780 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Corient Private Wealth first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2023. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Corient Private Wealth held 43,780 shares of Vert Global Sustainable Real Estate ETF worth $498K as of Q2 2026.
  • Corient Private Wealth sold 9,420 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $105K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2225 holding.
  • Corient Private Wealth first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Vert Global Sustainable Real Estate ETF position peaked at $1.33M in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.