We are live on ! Find out more
VGSR icon

Vert Global Sustainable Real Estate ETF

85 hedge funds and large institutions have $323M invested in Vert Global Sustainable Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

15% more funds holding

Funds holding: 7485 (+11)

2% less capital invested

Capital invested by funds: $329M → $323M (-$6.2M)

7.95% less ownership

Funds ownership: 80.5%72.54% (-8%)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
38
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$289K +$77.3K +7,339 +37%
MGW
52
MB Generational Wealth
Washington
$251K +$248K +23,571 New
TAM
53
Trillium Asset Management
Massachusetts
$251K
Corient Private Wealth
54
Corient Private Wealth
Florida
$248K +$1.22K +116 +0.5%
Citadel Advisors
55
Citadel Advisors
Florida
$214K +$212K +20,124 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$214K -$11.4K -1,080 -5%
B
57
BetterWealth
California
$193K +$12.7K +1,204 +7%
CCM
58
Cloud Capital Management
Washington
$190K +$189K +17,914 New
MFC
59
Morris Financial Concepts
South Carolina
$178K +$948 +90 +0.5%
JWM
60
JDH Wealth Management
California
$175K -$60.9K -5,779 -26%
Jane Street
61
Jane Street
New York
$172K +$170K +16,153 New
FAFN
62
First Affirmative Financial Network
Colorado
$166K -$69.5K -6,595 -30%
EI
63
Ethic Inc
New York
$165K -$11.7K -1,114 -7%
CAG
64
Crestwood Advisors Group
Massachusetts
$151K -$20.7K -1,965 -12%
AF
65
Advisornet Financial
Minnesota
$146K +$1.45K +138 +1%
FEG
66
Fund Evaluation Group
Ohio
$144K +$143K +13,554 New
KAS
67
Kestra Advisory Services
Texas
$120K +$119K +11,284 New
CG
68
Caprock Group
Idaho
$117K +$115K +10,909 New
GWS
69
Greykasell Wealth Strategies
California
$76.4K
AP
70
Aspect Partners
Virginia
$72.4K
CBT
71
CoreFirst Bank & Trust
Kansas
$35.7K +$35.3K +3,351 New
AF
72
Allworth Financial
California
$34.3K +$33.9K +3,215 +160,750%
SIC
73
SJS Investment Consulting
Ohio
$31.1K
MCM
74
MAI Capital Management
Ohio
$23.4K +$23.1K +2,195 New
PA
75
Parallel Advisors
California
$18.9K

VGSR Hedge Fund Activity: Q3 2025 in Review

85 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q3 2025, worth a combined $323M — down 1.9% from $329M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VGSR positions and 2 closed out — a net gain of 13 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.98M. The largest seller was Focus Partners Wealth, cutting an estimated $22.5M.

  • 85 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $323M of Vert Global Sustainable Real Estate ETF stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 15 funds opened new Vert Global Sustainable Real Estate ETF positions in Q3 2025 and 2 closed out, a net change of +13 holders.
  • The largest Vert Global Sustainable Real Estate ETF buyer in Q3 2025 was Fidelity Investments, an estimated $3.98M added.
  • The largest Vert Global Sustainable Real Estate ETF seller in Q3 2025 was Focus Partners Wealth, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2025.