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Longview Asset Management (New Mexico)’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Longview Asset Management (New Mexico)’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
2025
Q4 		$3.62M Sell
347,874
-5,351
-2% -$56.1K 2.52% 11
2025
Q3 		$3.76M Buy
353,225
+45,883
+15% +$483K 2.6% 10
2025
Q2 		$3.21M Buy
307,342
+17,962
+6% +$183K 2.43% 12
2025
Q1 		$2.93M Buy
289,380
+18,291
+7% +$187K 2.52% 12
2024
Q4 		$2.74M Buy
+271,089
New +$2.9M 2.39% 12

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 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 $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Longview Asset Management (New Mexico)'s VGSR Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 1.5% in Q4 2025, selling an estimated $56.1K and leaving 347,874 shares worth $3.62M. The position accounts for 2.52% of the portfolio, ranked #11.

Longview Asset Management (New Mexico) first reported a position in VGSR in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.76M in Q3 2025. 85 funds tracked by Wall St. Rank hold VGSR as of Q4 2025.

  • Longview Asset Management (New Mexico) held 347,874 shares of Vert Global Sustainable Real Estate ETF worth $3.62M as of Q4 2025.
  • Longview Asset Management (New Mexico) sold 5,351 Vert Global Sustainable Real Estate ETF shares in Q4 2025, an estimated $56.1K.
  • Vert Global Sustainable Real Estate ETF made up 2.52% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #11 holding.
  • Longview Asset Management (New Mexico) first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
  • Longview Asset Management (New Mexico)'s Vert Global Sustainable Real Estate ETF position peaked at $3.76M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.