Vert Global Sustainable Real Estate ETF (NASDAQ: VGSR - Get Free Report) was the target of a significant increase in short interest in February. As of February 27th, there was short interest totaling 445,446 shares, an increase of 19.5% from the February 12th total of 372,870 shares. Based on an average trading volume of 60,478 shares,
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 546,100 | $5.58M | $6.23M | $652,493.82 | 11.7% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 259,627 | $2.52M | $2.96M | $439,633.27 | 17.45% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 351,710 | $3.67M | $4.02M | $348,060.05 | 9.48% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,155 | $11,688.6 | $13,421.1 | $1,732.5 | 14.82% |
Bethany Wagner Level Financial Advisors | 102,899 | $1.03M | $1.18M | $147,993.68 | 14.39% |
| NASDAQ (NMS) Exchange | US Country |
The fund is a distinctive investment vehicle that primarily targets sustainable real estate investments. It operates as an actively managed Exchange-Traded Fund (ETF), which sets its sights on offering investors comprehensive exposure to a diverse portfolio of real estate companies rooted in sustainability principles. This encompasses entities across the spectrum of both U.S. and international markets. Its investment strategy is uniquely designed to include companies involved in the management and ownership of income-generating real estate properties or those engaged in real estate-related financing. The fund places a significant emphasis on investing in Real Estate Investment Trusts (REITs) as well as in comparable entities. These entities are typically likened to REITs based on their tax treatment or the regulatory requirements governing their operational activities, making them attractive investment options for those seeking exposure to the real estate sector.
The fund provides a strategic access point to sustainable real estate investments through several distinct avenues: