Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / VERT GLB SUST RE
-
Total 13F shares
-
26,213,378
-
Share change
-
+25,417,551
-
Total reported value
-
$261,076,032
-
Price per share
-
$9.96
-
Number of holders
-
52
-
Value change
-
+$253,149,338
-
Number of buys
-
48
Institutional Holders of MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE (VGSR) as of Q4 2023
As of 31 Dec 2023,
MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE (VGSR) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,213,378 shares.
The largest 10 holders included
Abacus Wealth Partners, LLC, BRIGHTON JONES LLC, Merriman Wealth Management, LLC, Adero Partners, LLC, First Pacific Financial, MISSION WEALTH MANAGEMENT, LP, HighTower Advisors, LLC, Balanced Rock Investment Advisor, Colorado Capital Management, Inc., and Willow Creek Wealth Management Inc..
This page lists
52
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.