UBS Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

UBS Group’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 Q3	$81.6K	Buy	+7,685	New	+$87.3K	﹤0.01%	7286
2025 Q4	–	Sell	-721	Closed	-$7.68K	–	11208
2025 Q3	$7.68K	Buy	+721	New	+$7.6K	﹤0.01%	8709
2025 Q1	–	Sell	-1,661	Closed	-$16.8K	–	10756
2024 Q4	$16.8K	Sell	1,661 -8,441	-84%	-$90.2K	﹤0.01%	7991
2024 Q3	$112K	Buy	+10,102	New	+$106K	﹤0.01%	6270
2024 Q2	–	Sell	-2,543	Closed	-$24.9K	–	10135
2024 Q1	$24.9K	Buy	2,543 +2,199	+639%	+$21.2K	﹤0.01%	6822
2023 Q4	$3.43K	Buy	+344	New	+$3.39K	﹤0.01%	7971

Other funds holding VGSR

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

UBS Group's VGSR Position: Q3 2026 in Review

UBS Group opened a new position in Vert Global Sustainable Real Estate ETF (VGSR) in Q3 2026: 7,685 shares worth $81.6K. The stake represents ﹤0.01% of the portfolio and ranks #7286 among its holdings. This is a return to the name: UBS Group previously reported a position in VGSR as recently as Q3 2025.

UBS Group first reported a position in VGSR in Q4 2023 and has held it in 6 quarters since. The position peaked at $112K in Q3 2024. 60 funds tracked by Wall St. Rank hold VGSR as of Q3 2026.

UBS Group held 7,685 shares of Vert Global Sustainable Real Estate ETF worth $81.6K as of Q3 2026.
Vert Global Sustainable Real Estate ETF was a new UBS Group position in Q3 2026.
Vert Global Sustainable Real Estate ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7286 holding.
UBS Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2023 and has held it in 6 quarters since.
UBS Group's Vert Global Sustainable Real Estate ETF position peaked at $112K in Q3 2024.
60 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.