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SHP Wealth Management’s Northern Trust Global Quality Real Estate ETF 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

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $368M AUM 20.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

SHP Wealth Management increased its Northern Trust Global Quality Real Estate ETF (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. 56 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

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

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