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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
SIC
76
SJS Investment Consulting
Ohio
$18.5K -$3.54K -329 -15%
MEG
77
Millstone Evans Group
Colorado
$14.5K
FCG
78
Financial Connections Group
California
$14K +$140 +13 +0.9%
BONH
79
Bank of New Hampshire
New Hampshire
$11.9K
OCM
80
Orion Capital Management
California
$11.4K +$5.71K +531 +93%
PA
81
Parallel Advisors
California
$9.84K
BAM
82
Bellevue Asset Management
Washington
$9.23K +$86 +8 +0.9%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$9K +$9.37K +871 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$8.67K +$9.03K +839 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$4.53K +$4.71K +438 New
Osaic Holdings
86
Osaic Holdings
Arizona
$3.43K -$567K -52,701 -99%
CAM
87
Clarity Asset Management
Iowa
$3K +$54 +5 +2%
AF
88
Allworth Financial
California
$20
AUB
89
Atlantic Union Bankshares
Virginia
$11 +$11 +1 New
GS
90
GTS Securities
New York
-$917K -88,145 Closed
KAS
91
Kestra Advisory Services
Texas
-$132K -12,720 Closed
AWM
92
Axxcess Wealth Management
California
-$108K -10,411 Closed
CBT
93
CoreFirst Bank & Trust
Kansas
-$34.9K -3,351 Closed
BGWM
94
Bridge Generations Wealth Management
Florida
-$16.2K -1,554 Closed
SWM
95
Spire Wealth Management
Virginia
-$3.73K -359 Closed
CYG
96
Clean Yield Group
Vermont
-$1.54K -148 Closed

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.