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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
AWP
1
Abacus Wealth Partners
California
$130M -$1.82M -172,313 -1%
BJL
2
Brighton Jones LLC
Washington
$36.7M +$1.81M +171,753 +5%
FPF
3
First Pacific Financial
Washington
$15.2M +$768K +72,889 +5%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$14.9M -$22.5M -2,132,907 -60%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.1M +$3.98M +377,882 +40%
FFM
6
Forum Financial Management
Illinois
$13.4M +$398K +37,755 +3%
PI
7
PFG Investments
New York
$8.04M +$411K +38,968 +5%
MWM
8
Mission Wealth Management
California
$6.94M -$56.3K -5,341 -0.8%
CCM
9
Colorado Capital Management
Colorado
$5.95M +$63.1K +5,994 +1%
SWA
10
SOA Wealth Advisors
New York
$5.43M +$295K +28,033 +6%
WCWM
11
Willow Creek Wealth Management
California
$5.05M +$253K +23,993 +5%
NBWM
12
North Berkeley Wealth Management
California
$4.74M -$35.6K -3,379 -0.8%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.3M -$585K -55,488 -12%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$4.2M +$1.42M +135,021 +52%
SHGA
15
Sand Hill Global Advisors
California
$3.99M +$3.95M +374,791 New
LAMNM
16
Longview Asset Management (New Mexico)
New Mexico
$3.76M +$483K +45,883 +15%
MPW
17
MASECO Private Wealth
$3.3M +$3.26M +309,482 New
KOC
18
Koss-Olinger Consulting
Florida
$2.95M
SC
19
Savant Capital
Illinois
$2.85M +$615K +58,392 +28%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$2.81M +$213K +20,243 +8%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$2.56M +$99.7K +9,462 +4%
RLIM
22
Red Lighthouse Investment Management
New York
$2.39M -$152K -14,460 -6%
AIC
23
Allodium Investment Consultants
Minnesota
$2.18M +$256K +24,335 +13%
MWM
24
Meritas Wealth Management
California
$2.13M +$18.8K +1,786 +0.9%
PWM
25
Perigon Wealth Management
California
$2.05M -$2.64K -251 -0.1%

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.