Vert Global Sustainable Real Estate ETF
VGSR
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.
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: 2 → 4 (+2)
15% more funds holding
Funds holding: 74 → 85 (+11)
2% less capital invested
Capital invested by funds: $329M → $323M (-$6.2M)
7.95% less ownership
Funds ownership: 80.5% → 72.54% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.98M |
| 2 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$3.95M |
| 3 |
MPW
MASECO Private Wealth
London,
|
+$3.26M |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$1.81M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$22.5M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$2.37M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.24M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.04M |
| 5 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BGWM
76
Bridge Generations Wealth Management
South Miami,
Florida
| $16.6K | – | – | – |
|
|
FCG
77
Financial Connections Group
Corte Madera,
California
| $15K | +$169 | +16 | +1% |
|
|
BONH
78
Bank of New Hampshire
Laconia,
New Hampshire
| $12.3K | – | – | – |
|
79
Morgan Stanley
New York
| $10.6K | -$27.2K | -2,579 | -72% |
|
|
BAM
80
Bellevue Asset Management
Bellevue,
Washington
| $9.37K | +$105 | +10 | +1% |
|
81
UBS Group
Zurich,
Switzerland
| $7.68K | +$7.6K | +721 | New |
|
82
Comerica Bank
Dallas,
Texas
| $6.6K | +$1.33K | +126 | +26% |
|
|
CAM
83
Clarity Asset Management
Ames,
Iowa
| $3.05K | +$32 | +3 | +1% |
|
|
OCM
84
Orion Capital Management
Coronado,
California
| $1.9K | – | – | – |
|
|
CYG
85
Clean Yield Group
Norwich,
Vermont
| $1.58K | – | – | – |
|
|
NI
86
Natural Investments
Windsor,
California
| – | -$2.37M | -226,836 | Closed |
|
|
FTUS
87
Flow Traders U.S.
New York
| – | -$2.04M | -194,704 | Closed |
|
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.