FlexShares Global Quality Real Estate Index Fund
GQRE
36 hedge funds and large institutions have $298M invested in FlexShares Global Quality Real Estate Index Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
28% more capital invested
Capital invested by funds: $233M → $298M (+$65.6M)
6% more funds holding
Funds holding: 34 → 36 (+2)
1.52% more ownership
Funds ownership: 88.27% → 89.78% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$16.8M |
| 2 |
CB
CNB Bank
Clearfield,
Pennsylvania
|
+$1.68M |
| 3 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
+$1.67M |
| 4 |
IF
IRON Financial
Northbrook,
Illinois
|
+$1.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$511K |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$422K |
| 3 |
LNB
Ledyard National Bank
|
-$105K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$32K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$21.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
26
Courier Capital
Buffalo,
New York
| $272K | +$32.7K | +536 | +14% |
|
|
UCFA
27
United Capital Financial Advisors
Irving,
Texas
| $218K | -$21.8K | -357 | -9% |
|
|
AIM
28
Anchor Investment Management
Columbia,
South Carolina
| $70.3K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $52K | +$4.15K | +68 | +9% |
|
30
Rockefeller Capital Management
New York
| $39K | +$37.2K | +610 | New |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $29K | +$28.1K | +461 | New |
|
|
LFG
32
LifePlan Financial Group
Dayton,
Ohio
| $15K | – | – | – |
|
|
GTAM
33
Global Trust Asset Management
West Palm Beach,
Florida
| $14K | – | – | – |
|
|
CFGS
34
Concourse Financial Group Securities
Birmingham,
Alabama
| $11K | – | – | – |
|
35
Citigroup
New York
| $7K | -$12.2K | -200 | -66% |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| – | -$32K | -574 | Closed |
|
|
AIC
37
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$15K | -266 | Closed |
|
38
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -41 | Closed |
|
GQRE Hedge Fund Activity: Q1 2019 in Review
36 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Quality Real Estate Index Fund (GQRE) for Q1 2019, worth a combined $298M — up 28% from $233M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GQRE positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Northern Trust, adding an estimated $16.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $511K.
- 36 institutional investors held FlexShares Global Quality Real Estate Index Fund (GQRE) as of Q1 2019, up from 34 in Q4 2018.
- Funds reported $298M of FlexShares Global Quality Real Estate Index Fund stock for Q1 2019, up 28% quarter-over-quarter.
- 6 funds opened new FlexShares Global Quality Real Estate Index Fund positions in Q1 2019 and 4 closed out, a net change of +2 holders.
- The largest FlexShares Global Quality Real Estate Index Fund buyer in Q1 2019 was Northern Trust, an estimated $16.8M added.
- The largest FlexShares Global Quality Real Estate Index Fund seller in Q1 2019 was Chicago Partners Investment Group, an estimated $511K sold.
Based on aggregated 13F filings for Q1 2019.