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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$267K +$35.6K +3,312 +7%
MGW
52
MB Generational Wealth
Washington
$257K +$6.39K +594 +2%
TAM
53
Trillium Asset Management
Massachusetts
$243K
WUW
54
Wheels Up Wealth
California
$234K -$33.7K -3,137 -12%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$201K +$463 +43 +0.2%
B
56
BetterWealth
California
$195K -$1.55K -144 -0.8%
FCP
57
Fidelis Capital Partners
Florida
$195K +$203K +18,885 New
CCM
58
Cloud Capital Management
Washington
$186K +$196K +18,194 New
MFC
59
Morris Financial Concepts
South Carolina
$176K +$3.56K +331 +2%
JWM
60
JDH Wealth Management
California
$170K
FAFN
61
First Affirmative Financial Network
Colorado
$164K +$171K +15,904 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$161K -$236K -21,901 -58%
MWM
63
Modern Wealth Management
Kansas
$152K -$224K -20,804 -59%
EI
64
Ethic Inc
New York
$150K -$7.98K -742 -5%
MMA
65
Miracle Mile Advisors
California
$148K +$154K +14,360 New
FEG
66
Fund Evaluation Group
Ohio
$147K
QCM
67
Quantinno Capital Management
New York
$141K +$147K +13,680 New
CG
68
Caprock Group
Idaho
$116K +$1.1K +102 +0.9%
MCM
69
MAI Capital Management
Ohio
$95.3K +$226 +21 +0.2%
AF
70
Advisornet Financial
Minnesota
$93.9K -$65.9K -6,121 -40%
ACA
71
American Capital Advisory
Idaho
$80.6K +$84K +7,806 New
GWS
72
Greykasell Wealth Strategies
California
$74.1K
AP
73
Aspect Partners
Virginia
$70.2K
Morgan Stanley
74
Morgan Stanley
New York
$70.1K
WA
75
Westfuller Advisors
New York
$57.1K +$59.4K +5,523 New

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.