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Cornerstone Planning Group’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Cornerstone Planning Group’s Portfolio GQRE Stock Details GQRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-55
Closed -$3.25K – 1767
2025
Q3 		$3.25K Buy
55
+1
+2% +$60 ﹤0.01% 1053
2025
Q2 		$3.24K Hold
54
– – ﹤0.01% 829
2025
Q1 		$3.08K Buy
54
+27
+100% +$1.55K ﹤0.01% 876
2024
Q4 		$1.55K Buy
27
+1
+4% +$60 ﹤0.01% 857
2024
Q3 		$1.59K Hold
26
– – ﹤0.01% 831
2024
Q2 		$1.46K Buy
+26
New +$1.42K ﹤0.01% 855

Other funds holding GQRE

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cornerstone Planning Group's GQRE Position: Q4 2025 in Review

Cornerstone Planning Group sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q4 2025, closing a stake of 55 shares — an estimated $3.25K sold.

Cornerstone Planning Group first reported a position in GQRE in Q2 2024 and held it in 6 quarters. The position peaked at $3.25K in Q3 2025. 49 funds tracked by Wall St. Rank hold GQRE as of Q4 2025.

  • Cornerstone Planning Group reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 55 FlexShares Global Quality Real Estate Index Fund shares in Q4 2025, an estimated $3.25K.
  • Cornerstone Planning Group first reported a position in FlexShares Global Quality Real Estate Index Fund in Q2 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's FlexShares Global Quality Real Estate Index Fund position peaked at $3.25K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.