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FlexShares Global Quality Real Estate Index Fund

48 hedge funds and large institutions have $357M invested in FlexShares Global Quality Real Estate Index Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

12% more funds holding

Funds holding: 4348 (+5)

9% more capital invested

Capital invested by funds: $327M → $357M (+$29.2M)

1.32% more ownership

Funds ownership: 88.92%90.24% (+1.3%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
21
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$650K -$3.28K -50 -0.5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$492K -$89K -1,358 -15%
GM
28
GeoWealth Management
Illinois
$379K +$384K +5,855 New
LNB
29
Ledyard National Bank
$372K -$10.9K -166 -3%
CFA
30
Carroll Financial Associates
North Carolina
$353K +$44.9K +685 +14%
CC
31
Courier Capital
New York
$329K +$7.87K +120 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$281K +$29.7K +453 +12%
UCFA
33
United Capital Financial Advisors
Texas
$261K -$26.9K -410 -9%
FAAS
34
First Allied Advisory Services
California
$226K +$48.2K +735 +26%
MML Investors Services
35
MML Investors Services
Massachusetts
$217K -$17.3K -264 -7%
HR
36
Hayden Royal
North Carolina
$207K +$200K +3,052 New
CB
37
CNB Bank
Pennsylvania
$188K -$83.6K -1,275 -31%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$128K +$18.6K +284 +17%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$96K
Citigroup
40
Citigroup
New York
$72K +$72.8K +1,110 New
AIM
41
Anchor Investment Management
South Carolina
$71.3K
AG
42
Advisor Group
Arizona
$65K +$1.51K +23 +2%
Wells Fargo
43
Wells Fargo
California
$63K +$64.3K +981 New
SFS
44
Sowell Financial Services
Arkansas
$35K
US Bancorp
45
US Bancorp
Minnesota
$21K -$852 -13 -4%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$18K +$18K +275 New
IA
47
IFP Advisors
Florida
$17K
CFGS
48
Concourse Financial Group Securities
Alabama
$12K +$2.29K +35 +23%
Goldman Sachs
49
Goldman Sachs
New York
-$1.77M -27,104 Closed
Neuberger Berman Group
50
Neuberger Berman Group
New York
-$554K -8,499 Closed

GQRE Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Quality Real Estate Index Fund (GQRE) for Q4 2019, worth a combined $357M — up 8.9% from $327M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GQRE positions and 3 closed out — a net gain of 6 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Northern Trust, adding an estimated $20.9M. The largest seller was Brinker Capital Investments, cutting an estimated $4.14M.

  • 48 institutional investors held FlexShares Global Quality Real Estate Index Fund (GQRE) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $357M of FlexShares Global Quality Real Estate Index Fund stock for Q4 2019, up 8.9% quarter-over-quarter.
  • 9 funds opened new FlexShares Global Quality Real Estate Index Fund positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest FlexShares Global Quality Real Estate Index Fund buyer in Q4 2019 was Northern Trust, an estimated $20.9M added.
  • The largest FlexShares Global Quality Real Estate Index Fund seller in Q4 2019 was Brinker Capital Investments, an estimated $4.14M sold.

Based on aggregated 13F filings for Q4 2019.