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SJS Investment Consulting’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

SJS Investment Consulting’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 		$18.5K Sell
1,794
-329
-15% -$3.54K ﹤0.01% 687
2025
Q4 		$22.1K Sell
2,123
-800
-27% -$8.39K ﹤0.01% 596
2025
Q3 		$31.1K Hold
2,923
– – ﹤0.01% 450
2025
Q2 		$30.6K Hold
2,923
– – ﹤0.01% 232
2025
Q1 		$29.6K Hold
2,923
– – 0.01% 247
2024
Q4 		$29.6K Hold
2,923
– – 0.01% 238
2024
Q3 		$32.5K Sell
2,923
-800
-21% -$8.4K 0.01% 234
2024
Q2 		$36K Buy
3,723
+100
+3% +$952 0.01% 200
2024
Q1 		$35.5K Buy
3,623
+500
+16% +$4.83K 0.01% 219
2023
Q4 		$31.1K Buy
+3,123
New +$30.8K 0.01% 202

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

SJS Investment Consulting's VGSR Position: Q1 2026 in Review

SJS Investment Consulting reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 15% in Q1 2026, selling an estimated $3.54K and leaving 1,794 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

SJS Investment Consulting first reported a position in VGSR in Q4 2023 and has held it in 10 quarters since. The position peaked at $36K in Q2 2024. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • SJS Investment Consulting held 1,794 shares of Vert Global Sustainable Real Estate ETF worth $18.5K as of Q1 2026.
  • SJS Investment Consulting sold 329 Vert Global Sustainable Real Estate ETF shares in Q1 2026, an estimated $3.54K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #687 holding.
  • SJS Investment Consulting first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • SJS Investment Consulting's Vert Global Sustainable Real Estate ETF position peaked at $36K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.