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Vert Global Sustainable Real Estate ETF

89 hedge funds and large institutions have $365M invested in Vert Global Sustainable Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

5% more funds holding

Funds holding: 8589 (+4)

2% more capital invested

Capital invested by funds: $356M → $365M (+$8.86M)

0.21% more ownership

Funds ownership: 78.65%78.85% (+0.21%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
13
Increased
46
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Meritas Wealth Management
California
$2.33M +$227K +21,122 +10%
PWM
27
Perigon Wealth Management
California
$2.24M +$45.5K +4,225 +2%
Northern Trust
28
Northern Trust
Illinois
$1.61M
PCIA
29
Prime Capital Investment Advisors
Kansas
$1.37M -$499K -46,422 -26%
US Bancorp
30
US Bancorp
Minnesota
$1.23M +$30.2K +2,809 +2%
Betterment LLC
31
Betterment LLC
New York
$1.18M +$1.52K +141 +0.1%
Jane Street
32
Jane Street
New York
$1.11M +$991K +92,138 +585%
LFA
33
Level Financial Advisors
New York
$1.07M -$19.7K -1,830 -2%
SOAG
34
Silver Oak Advisory Group
Oregon
$993K -$6.24K -580 -0.6%
DAS
35
Dynamic Advisor Solutions
Arizona
$992K +$84.3K +7,836 +9%
MAC
36
Mason & Associates (California)
California
$935K -$3.35K -311 -0.3%
IFA
37
Index Fund Advisors
California
$910K +$39.4K +3,660 +4%
PHIC
38
Pine Haven Investment Counsel
Massachusetts
$824K +$101K +9,430 +13%
MWM
39
Modera Wealth Management
New Jersey
$675K +$24K +2,227 +4%
BCAM
40
Boston Common Asset Management
Massachusetts
$485K +$506K +46,995 New
AWM
41
Ariadne Wealth Management
California
$478K +$2.8K +260 +0.6%
DADC
42
D.A. Davidson & Co
Montana
$445K -$2.32K -216 -0.5%
PWMG
43
Private Wealth Management Group
New Jersey
$424K +$17.2K +1,599 +4%
NL
44
NWAM LLC
Washington
$418K +$39.5K +3,668 +10%
AC
45
Apella Capital
Connecticut
$401K +$9.5K +883 +3%
AQR Capital Management
46
AQR Capital Management
Connecticut
$392K -$27.9K -2,595 -6%
AWMM
47
Aegis Wealth Management (Maryland)
Maryland
$390K +$7.05K +655 +2%
EH
48
Equitable Holdings
New York
$353K +$15.2K +1,411 +4%
LPL Financial
49
LPL Financial
California
$286K +$107K +9,938 +56%
PA
50
Powerhouse Assets
Massachusetts
$285K +$21.9K +2,032 +8%

VGSR Hedge Fund Activity: Q1 2026 in Review

89 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q1 2026, worth a combined $365M — up 2.5% from $356M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VGSR positions and 7 closed out — a net gain of 6 holders — while 46 added to existing stakes and 19 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $3.92M. The largest seller was Focus Partners Wealth, cutting an estimated $1.32M.

  • 89 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q1 2026, up from 85 in Q4 2025.
  • Funds reported $365M of Vert Global Sustainable Real Estate ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 13 funds opened new Vert Global Sustainable Real Estate ETF positions in Q1 2026 and 7 closed out, a net change of +6 holders.
  • The largest Vert Global Sustainable Real Estate ETF buyer in Q1 2026 was EP Wealth Advisors, an estimated $3.92M added.
  • The largest Vert Global Sustainable Real Estate ETF seller in Q1 2026 was Focus Partners Wealth, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2026.