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FlexShares Global Quality Real Estate Index Fund

49 hedge funds and large institutions have $358M invested in FlexShares Global Quality Real Estate Index Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

7% more funds holding

Funds holding: 4649 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.99% less ownership

Funds ownership: 94.1%93.11% (-0.99%)

3% less capital invested

Capital invested by funds: $369M → $358M (-$11M)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
24
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
26
Grove Bank & Trust
Florida
$389K +$205K +3,389 +99%
Raymond James Financial
27
Raymond James Financial
Florida
$338K +$359K +5,938 New
Bank of America
28
Bank of America
North Carolina
$279K +$230K +3,804 +349%
UBS Group
29
UBS Group
Switzerland
$241K -$181 -3 -0.1%
SMA
30
Seven Mile Advisory
New Jersey
$212K
AF
31
Allworth Financial
California
$119K
Osaic Holdings
32
Osaic Holdings
Arizona
$118K -$95K -1,573 -43%
AssetMark Inc
33
AssetMark Inc
California
$114K +$4.47K +74 +4%
EWA
34
EP Wealth Advisors
California
$100K +$106K +1,760 New
Citigroup
35
Citigroup
New York
$96.6K -$27.6K -457 -21%
FFA
36
Farther Finance Advisors
California
$85.2K -$71K -1,175 -44%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$64.9K -$362 -6 -0.5%
GRP
38
Global Retirement Partners
California
$56.2K
HNB
39
Huntington National Bank
Ohio
$37.6K
EWP
40
Elevation Wealth Partners
California
$36.5K +$302 +5 +0.8%
CA
41
CoreCap Advisors
Michigan
$33.2K +$17.8K +295 +102%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$27K +$604 +10 +2%
MA
43
Marquette Associates
Illinois
$8.55K -$1.09K -18 -11%
EPW
44
Endeavor Private Wealth
Kansas
$6.74K +$7.13K +118 New
JP Morgan Chase
45
JP Morgan Chase
New York
$6.15K +$2.54K +42 +64%
HI
46
Harbour Investments
Wisconsin
$5.41K +$5.74K +95 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5K
OP
48
ORG Partners
Indiana
$3.76K +$3.98K +66 New
CPG
49
Cornerstone Planning Group
New Jersey
$1.55K +$60 +1 +4%
Wells Fargo
50
Wells Fargo
California
$44 +$60 +1 New

GQRE Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Quality Real Estate Index Fund (GQRE) for Q4 2024, worth a combined $358M — down 3% from $369M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GQRE positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Northern Trust, adding an estimated $11.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $344K sold.

  • 49 institutional investors held FlexShares Global Quality Real Estate Index Fund (GQRE) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $358M of FlexShares Global Quality Real Estate Index Fund stock for Q4 2024, down 3% quarter-over-quarter.
  • 8 funds opened new FlexShares Global Quality Real Estate Index Fund positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest FlexShares Global Quality Real Estate Index Fund buyer in Q4 2024 was Northern Trust, an estimated $11.1M added.
  • The largest FlexShares Global Quality Real Estate Index Fund seller in Q4 2024 was Old Mission Capital, an estimated $344K sold.

Based on aggregated 13F filings for Q4 2024.