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Root Financial Partners’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

Root Financial Partners’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
Q1 		$4.18K Buy
+70
New +$4.33K ﹤0.01% 2014

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
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's GQRE Position: Q1 2026 in Review

Root Financial Partners opened a new position in FlexShares Global Quality Real Estate Index Fund (GQRE) in Q1 2026: 70 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #2014 among its holdings.

47 funds tracked by Wall St. Rank hold GQRE as of Q1 2026.

  • Root Financial Partners held 70 shares of FlexShares Global Quality Real Estate Index Fund worth $4.18K as of Q1 2026.
  • FlexShares Global Quality Real Estate Index Fund was a new Root Financial Partners position in Q1 2026.
  • FlexShares Global Quality Real Estate Index Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2014 holding.
  • 47 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.