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EP Wealth Advisors’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-1,760
Closed -$100K – 1324
2024
Q4 		$100K Buy
+1,760
New +$106K ﹤0.01% 1207

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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return

EP Wealth Advisors's GQRE Position: Q1 2025 in Review

EP Wealth Advisors sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q1 2025, closing a stake of 1,760 shares — an estimated $100K sold.

EP Wealth Advisors first reported a position in GQRE in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 54 funds tracked by Wall St. Rank hold GQRE as of Q1 2025.

  • EP Wealth Advisors reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 1,760 FlexShares Global Quality Real Estate Index Fund shares in Q1 2025, an estimated $100K.
  • EP Wealth Advisors first reported a position in FlexShares Global Quality Real Estate Index Fund in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's FlexShares Global Quality Real Estate Index Fund position peaked at $100K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.