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Vert Global Sustainable Real Estate ETF
VGSR

85 hedge funds and large institutions have $356M invested in Vert Global Sustainable Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 19

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $323M → $356M (+$32.8M)

6.11% more ownership

Funds ownership: 72.54% → 78.65% (+6.1%)

0% more funds holding

Funds holding: 85 → 85 (0)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
48
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$23.6M
2
NI
Natural Investments
California
+$7.51M
3
WWA
WCG Wealth Advisors
Nevada
+$4.09M
4
SC
Savant Capital
Illinois
+$1.95M
5
AWP
Abacus Wealth Partners
California
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$2.94M
2
HighTower Advisors
HighTower Advisors
Illinois
-$585K
3
Osaic Holdings
Osaic Holdings
Arizona
-$547K
4
KOC
Koss-Olinger Consulting
Florida
-$271K
5
Citadel Advisors
Citadel Advisors
Florida
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Meritas Wealth Management
California
$2.12M +$41.2K +3,928 +2%
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.86M -$41.1K -3,922 -2%
Northern Trust
28
Northern Trust
Illinois
$1.62M +$979K +93,363 +150%
US Bancorp
29
US Bancorp
Minnesota
$1.21M +$512K +48,848 +72%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$1.2M -$2.94M -280,079 -71%
Betterment LLC
31
Betterment LLC
New York
$1.18M +$50.3K +4,800 +4%
LFA
32
Level Financial Advisors
New York
$1.1M +$76.5K +7,293 +7%
SOAG
33
Silver Oak Advisory Group
Oregon
$1M +$125K +11,893 +14%
MAC
34
Mason & Associates (California)
California
$960K +$968K +92,303 New
DAS
35
Dynamic Advisor Solutions
Arizona
$917K +$439K +41,851 +90%
GS
36
GTS Securities
New York
$917K +$200K +19,084 +28%
IFA
37
Index Fund Advisors
California
$878K -$22.2K -2,115 -2%
PHIC
38
Pine Haven Investment Counsel
Massachusetts
$732K +$23.6K +2,251 +3%
MWM
39
Modera Wealth Management
New Jersey
$656K -$53.7K -5,120 -8%
Osaic Holdings
40
Osaic Holdings
Arizona
$552K -$547K -52,157 -50%
Corient Private Wealth
41
Corient Private Wealth
Florida
$519K +$279K +26,585 +114%
AWM
42
Ariadne Wealth Management
California
$511K +$2.54K +242 +0.5%
DADC
43
D.A. Davidson & Co
Montana
$450K +$12.2K +1,162 +3%
AQR Capital Management
44
AQR Capital Management
Connecticut
$422K -$42.3K -4,037 -9%
PWMG
45
Private Wealth Management Group
New Jersey
$410K +$41.3K +3,941 +11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$390K -$117K -11,196 -23%
AWMM
47
Aegis Wealth Management (Maryland)
Maryland
$386K – – –
NL
48
NWAM LLC
Washington
$383K -$38K -3,619 -9%
MWM
49
Modern Wealth Management
Kansas
$368K – – –
AC
50
Apella Capital
Connecticut
$359K +$40.1K +3,826 +12%
1
2
3 4

VGSR Hedge Fund Activity: Q4 2025 in Review

85 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q4 2025, worth a combined $356M — up 10% from $323M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VGSR positions and 4 closed out — a net gain of 3 holders — while 48 added to existing stakes and 19 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.6M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $2.94M.

  • 85 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $356M of Vert Global Sustainable Real Estate ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 7 funds opened new Vert Global Sustainable Real Estate ETF positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Vert Global Sustainable Real Estate ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $23.6M added.
  • The largest Vert Global Sustainable Real Estate ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $2.94M sold.

Based on aggregated 13F filings for Q4 2025.