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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
AWP
1
Abacus Wealth Partners
California
$129M +$1.8M +171,537 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$38.1M +$23.6M +2,254,445 +160%
BJL
3
Brighton Jones LLC
Washington
$37.2M +$1.39M +132,496 +4%
FPF
4
First Pacific Financial
Washington
$15.5M +$620K +59,126 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.2M +$397K +37,886 +3%
FFM
6
Forum Financial Management
Illinois
$13.6M +$588K +56,065 +4%
PI
7
PFG Investments
New York
$9.48M +$1.64M +156,158 +21%
NI
8
Natural Investments
California
$7.44M +$7.51M +715,779 New
MWM
9
Mission Wealth Management
California
$6.64M -$138K -13,180 -2%
CCM
10
Colorado Capital Management
Colorado
$5.82M +$5.64K +538 +0.1%
WWA
11
WCG Wealth Advisors
Nevada
$5.55M +$4.09M +390,388 +273%
SWA
12
SOA Wealth Advisors
New York
$5.44M +$142K +13,551 +3%
NBWM
13
North Berkeley Wealth Management
California
$4.91M +$285K +27,151 +6%
SC
14
Savant Capital
Illinois
$4.71M +$1.95M +185,705 +69%
SHGA
15
Sand Hill Global Advisors
California
$4.14M +$243K +23,175 +6%
MPW
16
MASECO Private Wealth
$3.97M +$763K +72,694 +23%
LAMNM
17
Longview Asset Management (New Mexico)
New Mexico
$3.62M -$56.1K -5,351 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.62M -$585K -55,788 -14%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$3.47M +$737K +70,238 +27%
KOC
20
Koss-Olinger Consulting
Florida
$2.66M -$271K -25,830 -9%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$2.65M +$152K +14,481 +6%
BPA
22
Beacon Pointe Advisors
California
$2.56M +$1.74M +165,707 +207%
RLIM
23
Red Lighthouse Investment Management
New York
$2.37M +$35K +3,336 +1%
AIC
24
Allodium Investment Consultants
Minnesota
$2.23M +$101K +9,629 +5%
PWM
25
Perigon Wealth Management
California
$2.21M +$211K +20,158 +10%

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.