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Vert Global Sustainable Real Estate ETF
VGSR

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: 85 → 85 (0)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$23.6M
2
NI
Natural Investments
California
+$7.51M
3
WWA
WCG Wealth Advisors
Nevada
+$4.09M
4
SC
Savant Capital
Illinois
+$1.95M
5
AWP
Abacus Wealth Partners
California
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$2.94M
2
HighTower Advisors
HighTower Advisors
Illinois
-$585K
3
Osaic Holdings
Osaic Holdings
Arizona
-$547K
4
KOC
Koss-Olinger Consulting
Florida
-$271K
5
Citadel Advisors
Citadel Advisors
Florida
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
76
Financial Connections Group
California
$14K +$94 +9 +0.6%
BONH
77
Bank of New Hampshire
New Hampshire
$12K – – –
PA
78
Parallel Advisors
California
$9.91K -$8.65K -825 -46%
BAM
79
Bellevue Asset Management
Washington
$9.24K +$63 +6 +0.7%
Comerica Bank
80
Comerica Bank
Texas
$8.04K +$1.6K +153 +25%
OCM
81
Orion Capital Management
California
$5.91K +$4.09K +390 +219%
SWM
82
Spire Wealth Management
Virginia
$3.73K +$3.77K +359 New
CAM
83
Clarity Asset Management
Iowa
$2.98K – – –
CYG
84
Clean Yield Group
Vermont
$1.54K – – –
AF
85
Allworth Financial
California
$20 -$33.7K -3,215 -100%
Citadel Advisors
86
Citadel Advisors
Florida
– -$214K -20,124 Closed
CCM
87
Cloud Capital Management
Washington
– -$190K -17,914 Closed
CAG
88
Crestwood Advisors Group
Massachusetts
– -$151K -14,168 Closed
UBS Group
89
UBS Group
Switzerland
– -$7.68K -721 Closed
1 2 3
4

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.