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GQRE icon

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

Fermata 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
2026
Q2 		$1.25M Sell
19,474
-1,296
-6% -$82.7K 0.25% 93
2026
Q1 		$1.24M Sell
20,770
-160
-0.8% -$9.89K 0.28% 91
2025
Q4 		$1.23M Buy
20,930
+382
+2% +$22.9K 0.3% 80
2025
Q3 		$1.25M Buy
20,548
+3,131
+18% +$189K 0.32% 74
2025
Q2 		$1.04M Buy
17,417
+1,057
+6% +$61.4K 0.28% 86
2025
Q1 		$948K Buy
16,360
+639
+4% +$36.8K 0.17% 106
2024
Q4 		$896K Sell
15,721
-1,751
-10% -$106K 0.17% 99
2024
Q3 		$1.09M Buy
17,472
+883
+5% +$52.1K 0.22% 77
2024
Q2 		$906K Sell
16,589
-235
-1% -$12.8K 0.21% 85
2024
Q1 		$956K Buy
16,824
+26
+0.2% +$1.42K 0.22% 80
2023
Q4 		$937K Buy
16,798
+1,020
+6% +$51.7K 0.22% 79
2023
Q3 		$772K Buy
15,778
+923
+6% +$48.6K 0.22% 83
2023
Q2 		$789K Buy
+14,855
New +$781K 0.71% 35
2023
Q1 		– Sell
-20,154
Closed -$1.06M – 113
2022
Q4 		$1.06M Sell
20,154
-330
-2% -$17.3K 0.31% 70
2022
Q3 		$1.03M Sell
20,484
-1,506
-7% -$87.4K 0.33% 72
2022
Q2 		$1.25M Sell
21,990
-1,466
-6% -$92.9K 0.44% 60
2022
Q1 		$1.65M Buy
23,456
+273
+1% +$18.9K 0.62% 47
2021
Q4 		$1.72M Buy
+23,183
New +$1.64M 0.63% 46

Other funds holding GQRE

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Fermata Advisors's GQRE Position: Q2 2026 in Review

Fermata Advisors reduced its FlexShares Global Quality Real Estate Index Fund (GQRE) stake by 6.2% in Q2 2026, selling an estimated $82.7K and leaving 19,474 shares worth $1.25M. The position accounts for 0.25% of the portfolio, ranked #93.

Fermata Advisors first reported a position in GQRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2021. 9 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

  • Fermata Advisors held 19,474 shares of FlexShares Global Quality Real Estate Index Fund worth $1.25M as of Q2 2026.
  • Fermata Advisors sold 1,296 FlexShares Global Quality Real Estate Index Fund shares in Q2 2026, an estimated $82.7K.
  • FlexShares Global Quality Real Estate Index Fund made up 0.25% of Fermata Advisors's portfolio in Q2 2026, its #93 holding.
  • Fermata Advisors first reported a position in FlexShares Global Quality Real Estate Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Fermata Advisors's FlexShares Global Quality Real Estate Index Fund position peaked at $1.72M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.