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FlexShares Global Quality Real Estate Index Fund

44 hedge funds and large institutions have $265M invested in FlexShares Global Quality Real Estate Index Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more capital invested

Capital invested by funds: $250M → $265M (+$15.4M)

5% more funds holding

Funds holding: 4244 (+2)

0.98% more ownership

Funds ownership: 89.1%90.07% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$313K +$303K +5,157 New
3LCM
27
3D/L Capital Management
Connecticut
$304K -$6.69M -113,914 -96%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$270K -$20.4K -347 -7%
CAN
29
Claraphi Advisory Network
United States
$256K
AF
30
Allworth Financial
California
$127K
Osaic Holdings
31
Osaic Holdings
Arizona
$59K -$178K -3,030 -76%
ST
32
Sageworth Trust
Pennsylvania
$58K
IFA
33
Interactive Financial Advisors
Illinois
$50K +$8.64K +147 +22%
SFS
34
Sowell Financial Services
Arkansas
$37K -$21.9K -372 -40%
AIM
35
Anchor Investment Management
South Carolina
$36.4K
Citigroup
36
Citigroup
New York
$22K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$18K -$30.4K -517 -64%
CFGS
38
Concourse Financial Group Securities
Alabama
$11K
CB
39
CNB Bank
Pennsylvania
$10K -$8.81K -150 -48%
IA
40
IFP Advisors
Florida
$2K
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$24K -408 -95%
HI
42
Harbour Investments
Wisconsin
$1K +$646 +11 New
MA
43
Mutual Advisors
Nebraska
-$282K -4,896 Closed
US Bancorp
44
US Bancorp
Minnesota
-$3K -50 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
+$59 +1 +100%
AssetMark Inc
46
AssetMark Inc
California
+$118 +2 New

GQRE Hedge Fund Activity: Q1 2021 in Review

44 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Quality Real Estate Index Fund (GQRE) for Q1 2021, worth a combined $265M — up 6.2% from $250M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GQRE positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Hills Bank & Trust, opening a new position worth an estimated $10.1M. The largest seller was 3D/L Capital Management, cutting an estimated $6.69M.

  • 44 institutional investors held FlexShares Global Quality Real Estate Index Fund (GQRE) as of Q1 2021, up from 42 in Q4 2020.
  • Funds reported $265M of FlexShares Global Quality Real Estate Index Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 4 funds opened new FlexShares Global Quality Real Estate Index Fund positions in Q1 2021 and 2 closed out, a net change of +2 holders.
  • The largest FlexShares Global Quality Real Estate Index Fund buyer in Q1 2021 was Hills Bank & Trust, an estimated $10.1M added.
  • The largest FlexShares Global Quality Real Estate Index Fund seller in Q1 2021 was 3D/L Capital Management, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2021.