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Kestra Advisory Services’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Kestra Advisory Services’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 		$151K Buy
+13,305
New +$149K ﹤0.01% 3139
2026
Q1 		– Sell
-12,720
Closed -$132K – 4360
2025
Q4 		$132K Buy
12,720
+1,436
+13% +$15.1K ﹤0.01% 3219
2025
Q3 		$120K Buy
+11,284
New +$119K ﹤0.01% 2796

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

Kestra Advisory Services's VGSR Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q2 2026: 13,305 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #3139 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in VGSR as recently as Q4 2025.

Kestra Advisory Services first reported a position in VGSR in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Kestra Advisory Services held 13,305 shares of Vert Global Sustainable Real Estate ETF worth $151K as of Q2 2026.
  • Vert Global Sustainable Real Estate ETF was a new Kestra Advisory Services position in Q2 2026.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3139 holding.
  • Kestra Advisory Services first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.