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Vert Global Sustainable Real Estate ETF (VGSR) Institutional Ownership

$10.46 -0.02 (-0.19%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Vert Global Sustainable Real Estate ETF (NASDAQ:VGSR)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.97M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$110.26K
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VGSR Institutional Buying and Selling by Quarter

Vert Global Sustainable Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 SOA Wealth Advisors LLC.352,548$3.92M0.7%+1.8%0.919%
10/30/2024 Crestwood Advisors Group LLC21,322$237K0.0%-27.9%0.056%
10/15/2024 Aspect Partners LLC6,794$75K0.0%N/A0.018%
8/1/2024 Crestwood Advisors Group LLC29,570$286K0.0%-6.1%0.077%
7/17/2024 SOA Wealth Advisors LLC.346,427$3.35M0.7%+11.3%0.908%
4/10/2024 SOA Wealth Advisors LLC.311,175$3.05M0.6%N/A0.859%
1/29/2024 Crestwood Advisors Group LLC30,827$307K0.0%N/A0.087%
1/19/2024 AdvisorNet Financial Inc12,478$124K0.0%N/A0.035%
(Data available from 1/1/2016 forward)

VGSR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VGSR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Vert Global Sustainable Real Estate ETF shares: SOA Wealth Advisors LLC. ($3.92M), Crestwood Advisors Group LLC ($237K), and AdvisorNet Financial Inc ($124K), Aspect Partners LLC ($75K).Learn more on VGSR's institutional investors.

Which institutional investors have been buying Vert Global Sustainable Real Estate ETF stock?

The following institutional investors have purchased Vert Global Sustainable Real Estate ETF stock in the last 24 months: SOA Wealth Advisors LLC. ($352.55K), Crestwood Advisors Group LLC ($30.83K), AdvisorNet Financial Inc ($12.48K), and Aspect Partners LLC ($6.79K).

How much institutional buying is happening at Vert Global Sustainable Real Estate ETF?

Institutional investors have bought a total of 402,647 shares in the last 24 months. This purchase volume represents approximately $3.97M in transactions.

Which Vert Global Sustainable Real Estate ETF major shareholders have been selling company stock?

The following institutional investors have sold Vert Global Sustainable Real Estate ETF stock in the last 24 months: Crestwood Advisors Group LLC ($10.17K).

How much institutional selling is happening at Vert Global Sustainable Real Estate ETF?

Institutional investors have sold a total of 10,174 shares in the last 24 months. This volume of shares sold represents approximately $110.26K in transactions.



This page (NASDAQ:VGSR) was last updated on 12/18/2024 by MarketBeat.com Staff
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