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

Valeo Financial 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 		$1.57M Buy
+24,471
New +$1.56M 0.03% 226

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
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
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

Valeo Financial Advisors's GQRE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in FlexShares Global Quality Real Estate Index Fund (GQRE) in Q2 2026: 24,471 shares worth $1.57M. The stake represents 0.03% of the portfolio and ranks #226 among its holdings.

9 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

  • Valeo Financial Advisors held 24,471 shares of FlexShares Global Quality Real Estate Index Fund worth $1.57M as of Q2 2026.
  • FlexShares Global Quality Real Estate Index Fund was a new Valeo Financial Advisors position in Q2 2026.
  • FlexShares Global Quality Real Estate Index Fund made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • 9 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.