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SHP Wealth Management’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

SHP Wealth 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
2026
Q2 		$11.8K Buy
184
+2
+1% +$128 ﹤0.01% 916
2026
Q1 		$10.9K Hold
182
– – ﹤0.01% 884
2025
Q4 		$10.7K Buy
+182
New +$10.9K ﹤0.01% 814

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

SHP Wealth Management's GQRE Position: Q2 2026 in Review

SHP Wealth Management increased its FlexShares Global Quality Real Estate Index Fund (GQRE) stake by 1.1% in Q2 2026, buying an estimated $128 and bringing the position to 184 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

SHP Wealth Management first reported a position in GQRE in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

  • SHP Wealth Management held 184 shares of FlexShares Global Quality Real Estate Index Fund worth $11.8K as of Q2 2026.
  • SHP Wealth Management bought 2 FlexShares Global Quality Real Estate Index Fund shares in Q2 2026, an estimated $128.
  • FlexShares Global Quality Real Estate Index Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #916 holding.
  • SHP Wealth Management first reported a position in FlexShares Global Quality Real Estate Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.