HighTower Advisors’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

HighTower Advisors’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	$3.67M	Sell	322,160 -11,427	-3%	-$128K	﹤0.01%	1412
2026 Q1	$3.45M	Sell	333,587 -14,274	-4%	-$154K	﹤0.01%	1395
2025 Q4	$3.62M	Sell	347,861 -55,788	-14%	-$585K	﹤0.01%	1341
2025 Q3	$4.3M	Sell	403,649 -55,488	-12%	-$585K	﹤0.01%	1205
2025 Q2	$4.8M	Sell	459,137 -39,767	-8%	-$406K	0.01%	1101
2025 Q1	$5.06M	Sell	498,904 -15,265	-3%	-$156K	0.01%	1042
2024 Q4	$5.2M	Buy	514,169 +6,435	+1%	+$68.7K	0.01%	1029
2024 Q3	$5.65M	Sell	507,734 -16,883	-3%	-$177K	0.01%	984
2024 Q2	$5.07M	Sell	524,617 -42,466	-7%	-$404K	0.01%	1001
2024 Q1	$5.57M	Sell	567,083 -75,439	-12%	-$729K	0.01%	915
2023 Q4	$6.4M	Buy	+642,522	New	+$6.34M	0.01%	871

Other funds holding VGSR

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

HighTower Advisors's VGSR Position: Q2 2026 in Review

HighTower Advisors reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 3.4% in Q2 2026, selling an estimated $128K and leaving 322,160 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

HighTower Advisors first reported a position in VGSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.4M in Q4 2023. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

HighTower Advisors held 322,160 shares of Vert Global Sustainable Real Estate ETF worth $3.67M as of Q2 2026.
HighTower Advisors sold 11,427 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $128K.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1412 holding.
HighTower Advisors first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
HighTower Advisors's Vert Global Sustainable Real Estate ETF position peaked at $6.4M in Q4 2023.
87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.