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Vert Global Sustainable Real Estate (VGSR) ETF Holdings & Analysis
ETFOther
What VGSR does
The VGSR ETF is an actively managed fund designed to provide investors with exposure to a wide spectrum of companies engaged in sustainable real estate. It invests in the securities of both U.S. and international firms, with a primary emphasis on Real Estate Investment Trusts (REITs), other collective investment vehicles, or businesses managing portfolios of income-generating properties or real estate-related debt. Additionally, the fund's advisor includes entities that are considered functionally similar to REITs, based on their tax treatment or their required business operations.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Welltower Inc | 5.16% | |
| Simon Property Group Inc | 5.01% | |
| Equinix Inc | 4.98% | |
| Digital Realty Trust Inc | 4.92% | |
| AMERICAN TOWER CORP | 4.92% | |
| Prologis Inc | 4.92% | |
| Vivmark Residential | 4.64% | |
| Ventas Inc | 4.43% | |
| Goodman Group | 3.86% | |
| Iron Mountain Inc | 3.32% |
Geographic allocation
| United States | 68.44% |
| Australia | 8.62% |
| Japan | 5.69% |
| United Kingdom | 5.54% |
| France | 3.12% |
| Singapore | 2.99% |
| Belgium | 1.49% |
| Canada | 0.95% |
| Spain | 0.81% |
| Other | 0.72% |
PortView Portfolio Insights
PortView analyzes how VGSR fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze VGSR in PortView →Related securities
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Frequently asked questions
- What does VGSR track?
- VGSR is the Vert Global Sustainable Real Estate ETF, a Other ETF.
- What is the expense ratio of VGSR?
- Expense ratio data for VGSR is shown on the page when available from our data provider.
- What are the largest holdings in VGSR?
- Top holdings include WELL, SPG, EQIX, DLR, AMT.
- How can PortView analyze VGSR overlap with other ETFs?
- PortView computes the holdings overlap between VGSR and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.