HighTower Advisors
VGSR icon

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% 1411
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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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 $455M AUM 27.07% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 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 #1411.

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. 55 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 #1411 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.
  • 55 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.