Rockefeller Capital Management
VGSR icon

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

Rockefeller 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 		$4.53K Buy
+438
New +$4.71K ﹤0.01% 4269

Other funds holding VGSR

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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

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

Rockefeller Capital Management opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q1 2026: 438 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #4269 among its holdings.

89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Rockefeller Capital Management held 438 shares of Vert Global Sustainable Real Estate ETF worth $4.53K as of Q1 2026.
  • Vert Global Sustainable Real Estate ETF was a new Rockefeller Capital Management position in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4269 holding.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.