MCM
VGSR icon

MAI Capital Management’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

MAI Capital Management’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
Q1 		$95.3K Buy
9,230
+21
+0.2% +$226 ﹤0.01% 1865
2025
Q4 		$95.8K Buy
9,209
+7,014
+320% +$73.6K ﹤0.01% 1673
2025
Q3 		$23.4K Buy
+2,195
New +$23.1K ﹤0.01% 2336

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

MAI Capital Management's VGSR Position: Q1 2026 in Review

MAI Capital Management increased its Vert Global Sustainable Real Estate ETF (VGSR) stake by 0.23% in Q1 2026, buying an estimated $226 and bringing the position to 9,230 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

MAI Capital Management first reported a position in VGSR in Q3 2025 and has held it in 3 quarters since. The position peaked at $95.8K in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • MAI Capital Management held 9,230 shares of Vert Global Sustainable Real Estate ETF worth $95.3K as of Q1 2026.
  • MAI Capital Management bought 21 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $226.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1865 holding.
  • MAI Capital Management first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • MAI Capital Management's Vert Global Sustainable Real Estate ETF position peaked at $95.8K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.