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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
AWP
1
Abacus Wealth Partners
California
$131M +$2.65M +246,027 +2%
BJL
2
Brighton Jones LLC
Washington
$38M +$1.03M +95,642 +3%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$37.2M -$1.32M -122,609 -3%
FPF
4
First Pacific Financial
Washington
$15.6M +$305K +28,314 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.6M +$1.54M +143,598 +11%
FFM
6
Forum Financial Management
Illinois
$13.7M +$157K +14,589 +1%
PI
7
PFG Investments
New York
$9.5M +$83.9K +7,799 +0.9%
NI
8
Natural Investments
California
$8.39M +$1.04M +96,464 +13%
MWM
9
Mission Wealth Management
California
$6.53M -$67.9K -6,307 -1%
CCM
10
Colorado Capital Management
Colorado
$6.1M +$341K +31,666 +6%
WWA
11
WCG Wealth Advisors
Nevada
$5.64M +$136K +12,626 +2%
SWA
12
SOA Wealth Advisors
New York
$5.58M +$180K +16,747 +3%
SC
13
Savant Capital
Illinois
$5.24M +$582K +54,059 +12%
MPW
14
MASECO Private Wealth
$5.19M +$1.28M +118,881 +31%
NBWM
15
North Berkeley Wealth Management
California
$4.96M +$87K +8,083 +2%
SHGA
16
Sand Hill Global Advisors
California
$4.1M -$14.6K -1,361 -0.3%
EWA
17
EP Wealth Advisors
California
$3.77M +$3.92M +364,658 New
FPAS
18
Focus Partners Advisor Solutions
Missouri
$3.63M +$2.54M +235,890 +204%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.45M -$154K -14,274 -4%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$3.42M -$27.5K -2,557 -0.8%
KOC
21
Koss-Olinger Consulting
Florida
$2.68M +$41K +3,813 +1%
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$2.65M +$12K +1,117 +0.4%
BPA
23
Beacon Pointe Advisors
California
$2.57M +$30.1K +2,801 +1%
AIC
24
Allodium Investment Consultants
Minnesota
$2.51M +$302K +28,096 +13%
RLIM
25
Red Lighthouse Investment Management
New York
$2.38M +$27.6K +2,565 +1%

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.