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Vert Global Sustainable Real Estate ETF

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: 8585 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$338K +$25K +2,384 +8%
WUW
52
Wheels Up Wealth
California
$268K +$270K +25,746 New
PA
53
Powerhouse Assets
Massachusetts
$266K +$268K +25,575 New
MGW
54
MB Generational Wealth
Washington
$252K +$7.12K +679 +3%
TAM
55
Trillium Asset Management
Massachusetts
$245K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$202K -$6.69K -638 -3%
B
57
BetterWealth
California
$198K +$9.92K +946 +5%
LPL Financial
58
LPL Financial
California
$185K -$98.6K -9,399 -35%
MFC
59
Morris Financial Concepts
South Carolina
$174K +$283 +27 +0.2%
JWM
60
JDH Wealth Management
California
$171K
Jane Street
61
Jane Street
New York
$164K -$4.18K -399 -2%
EI
62
Ethic Inc
New York
$159K -$2.55K -243 -2%
AF
63
Advisornet Financial
Minnesota
$158K +$15.7K +1,494 +11%
FEG
64
Fund Evaluation Group
Ohio
$148K +$6.82K +650 +5%
KAS
65
Kestra Advisory Services
Texas
$132K +$15.1K +1,436 +13%
CG
66
Caprock Group
Idaho
$115K +$2.04K +195 +2%
AWM
67
Axxcess Wealth Management
California
$108K +$109K +10,411 New
MCM
68
MAI Capital Management
Ohio
$95.8K +$73.6K +7,014 +320%
GWS
69
Greykasell Wealth Strategies
California
$74.6K
AP
70
Aspect Partners
Virginia
$70.7K
Morgan Stanley
71
Morgan Stanley
New York
$70.6K +$60.8K +5,794 +582%
CBT
72
CoreFirst Bank & Trust
Kansas
$34.9K
SIC
73
SJS Investment Consulting
Ohio
$22.1K -$8.39K -800 -27%
BGWM
74
Bridge Generations Wealth Management
Florida
$16.2K
MEG
75
Millstone Evans Group
Colorado
$14.6K +$14.8K +1,408 New

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.