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VGSR · Vert Global Sustainable Real Estate ETF ETF

Manager Directed Portfolios

SEC fund profile
$11.25 -0.30% At close · Sep 4
Net assets $523,652,993
Holdings145
1 month
-2.99%
Year to date
+10.04%
52-week range
$9.96–$12.26
30-session avg volume
166,773

Market performance

Adjusted close · up to five years

Since Dec 2023

Fund profile

Structure
Open-end / ETF
SEC series
S000083012
Report date
Jun 30, 2026
Holdings coverage
Full reported portfolio

Portfolio concentration

Top 10 holdings45.56%

Calculated only when the SEC filing is stored with complete portfolio coverage.

Asset allocation

EC99.10%
STIV4.24%

Country allocation

US72.34%
AU8.90%
JP5.56%
GB5.13%
FR3.29%
SG3.02%
BE1.48%
Other3.63%

Portfolio holdings

Latest linked SEC Form NPORT-P report.

Export CSV
HoldingValueWeight
Equinix Inc$29,669,5475.67%
Simon Property Group Inc$28,350,7695.41%
Welltower Inc$27,130,1785.18%
Prologis Inc$24,252,5174.63%
Digital Realty Trust Inc$23,835,6534.55%
American Tower Corp$22,181,5644.24%
Goodman Group$22,134,7114.23%
Ventas Inc$21,972,4064.20%
Mount Vernon Liquid Assets Portfolio, LLC$20,062,8423.83%
Iron Mountain Inc$19,010,5393.63%
Extra Space Storage Inc$15,526,3222.97%
AvalonBay Communities Inc$13,273,0212.53%
Equity Residential$11,899,1622.27%
Essex Property Trust Inc$9,286,5581.77%
Kimco Realty Corp$8,608,6071.64%
Host Hotels & Resorts Inc$8,218,6921.57%
Mid-America Apartment Communit$7,897,4891.51%
Segro PLC$7,579,1041.45%
Healthpeak Properties Inc$7,401,4681.41%
Scentre Group$7,187,0791.37%
Unibail-Rodamco-Westfield$7,073,3211.35%
Regency Centers Corp$6,828,9341.30%
UDR Inc$6,238,7381.19%
CapitaLand Integrated Commerci$5,972,5141.14%
Equity LifeStyle Properties In$5,879,0001.12%
Camden Property Trust$5,644,0141.08%
BXP Inc$4,995,3980.95%
Federal Realty Investment Trus$4,902,0490.94%
Klepierre SA$4,636,5920.89%
Brixmor Property Group Inc$4,611,8300.88%
Alexandria Real Estate Equitie$4,123,3570.79%
CapitaLand Ascendas REIT$4,031,6940.77%
Rexford Industrial Realty Inc$3,772,6700.72%
Merlin Properties Socimi SA$3,767,0040.72%
STAG Industrial Inc$3,609,0780.69%
Vicinity Ltd$3,544,2600.68%
Stockland$3,497,9540.67%
Aedifica SA$3,408,1170.65%
GPT Group/The$3,350,5470.64%
Macerich Co/The$3,342,3350.64%
Vornado Realty Trust$3,231,7960.62%
Land Securities Group PLC$3,170,9810.61%
Nippon Building Fund Inc$2,986,2760.57%
Kite Realty Group Trust$2,821,3410.54%
British Land Co PLC/The$2,804,5630.54%
Tritax Big Box REIT PLC$2,683,1140.51%
Phillips Edison & Co Inc$2,589,5130.49%
Japan Metropolitan Fund Invest$2,584,4560.49%
Warehouses De Pauw CVA$2,514,4050.48%
Cousins Properties Inc$2,412,8800.46%