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FlexShares Global Quality Real Estate Index Fund

46 hedge funds and large institutions have $369M invested in FlexShares Global Quality Real Estate Index Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

25% more capital invested

Capital invested by funds: $296M → $369M (+$73M)

7% more funds holding

Funds holding: 4346 (+3)

0.56% more ownership

Funds ownership: 93.54%94.1% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
22
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$264M +$27M +457,106 +12%
ETS
2
ESL Trust Services
New York
$37.6M
HBT
3
Hills Bank & Trust
Iowa
$10.8M +$35.8K +606 +0.4%
DAS
4
Dynamic Advisor Solutions
Arizona
$10.7M +$522K +8,854 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.47M +$2.08M +35,270 +30%
SCA
6
St. Clair Advisors
Ohio
$5.82M +$88.9K +1,506 +2%
BCM
7
Boltwood Capital Management
California
$4.4M +$37.7K +639 +0.9%
CNBT
8
Cornerstone National Bank & Trust
Illinois
$3.63M +$81.9K +1,388 +2%
PA
9
PFG Advisors
Arizona
$2.47M +$259K +4,387 +12%
MTIC
10
Missouri Trust & Investment Company
Missouri
$2.3M -$79.1K -1,340 -3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$1.98M +$24.7K +418 +1%
BA
12
Bristlecone Advisors
Washington
$1.78M +$187K +3,161 +12%
PNC
13
Park National Corp
Ohio
$1.6M +$304K +5,157 +25%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.53M +$650K +11,018 +81%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$39.5K +670 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.24M +$74.3K +1,260 +7%
SIM
17
Studio Investment Management
Illinois
$1.22M +$9.56K +162 +0.8%
FA
18
Fermata Advisors
California
$1.09M +$52.1K +883 +5%
NB
19
NBT Bank
New York
$903K +$24K +407 +3%
LPL Financial
20
LPL Financial
California
$902K -$19.9K -338 -2%
Jane Street
21
Jane Street
New York
$737K -$848K -14,374 -55%
Morgan Stanley
22
Morgan Stanley
New York
$524K -$14.4K -244 -3%
HIM
23
Hanlon Investment Management
New Jersey
$520K +$90.5K +1,534 +23%
OMC
24
Old Mission Capital
Illinois
$344K -$218K -3,702 -40%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$309K

GQRE Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Quality Real Estate Index Fund (GQRE) for Q3 2024, worth a combined $369M — up 25% from $296M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GQRE positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Northern Trust, adding an estimated $27M. The largest seller was Jane Street, cutting an estimated $848K.

  • 46 institutional investors held FlexShares Global Quality Real Estate Index Fund (GQRE) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $369M of FlexShares Global Quality Real Estate Index Fund stock for Q3 2024, up 25% quarter-over-quarter.
  • 5 funds opened new FlexShares Global Quality Real Estate Index Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest FlexShares Global Quality Real Estate Index Fund buyer in Q3 2024 was Northern Trust, an estimated $27M added.
  • The largest FlexShares Global Quality Real Estate Index Fund seller in Q3 2024 was Jane Street, an estimated $848K sold.

Based on aggregated 13F filings for Q3 2024.