FFM
GQRE icon

Forum Financial Management’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Forum Financial Management’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
2024
Q4 		– Sell
-3,259
Closed -$203K – 946
2024
Q3 		$203K Buy
+3,259
New +$192K ﹤0.01% 719
2024
Q2 		– Sell
-4,229
Closed -$240K – 742
2024
Q1 		$240K Hold
4,229
– – ﹤0.01% 614
2023
Q4 		$236K Hold
4,229
– – ﹤0.01% 570
2023
Q3 		$207K Sell
4,229
-230
-5% -$12.1K ﹤0.01% 580
2023
Q2 		$237K Buy
+4,459
New +$235K 0.01% 532

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
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
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return

Forum Financial Management's GQRE Position: Q4 2024 in Review

Forum Financial Management sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q4 2024, closing a stake of 3,259 shares — an estimated $203K sold.

Forum Financial Management first reported a position in GQRE in Q2 2023 and held it in 5 quarters. The position peaked at $240K in Q1 2024. 49 funds tracked by Wall St. Rank hold GQRE as of Q4 2024.

  • Forum Financial Management reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,259 FlexShares Global Quality Real Estate Index Fund shares in Q4 2024, an estimated $203K.
  • Forum Financial Management first reported a position in FlexShares Global Quality Real Estate Index Fund in Q2 2023 and held it in 5 quarters.
  • Forum Financial Management's FlexShares Global Quality Real Estate Index Fund position peaked at $240K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.