Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (GQRE)

47 + Investors. Track Smart Money conviction in GQRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — GQRE

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GQRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
47 funds currently hold this stock — 92% of the 3.0-year high of 51 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 59% buying

24 buying17 selling
Last quarter: 24 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 2 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 9% medium ■ 15% new
36 out of 47 hedge funds have held GQRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

7 → 10 → 2 → 3 → 5 new funds/Q
New funds entering each quarter: 10 → 2 → 3 → 5. GQRE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 81% of holders stayed 2+ years

■ 81% veterans ■ 0% 1-2yr ■ 19% new
Of 47 current holders: 38 (81%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds
12 of 47 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in GQRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GQRE

In 2025 Q4, 24 hedge funds were net buyers of GQRE (5 opened a new position, 19 added to an existing one), while 17 reduced or exited (14 trimmed, 3 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 76% of total institutional value in GQRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 47.

Hedge Fund Ownership: GQRE

How many hedge funds hold GQRE — quarterly history vs. share price
Quarterly hedge fund ownership of GQRE vs. share price

Market Analysis: GQRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GQRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: GQRE
2026 Q1 Stats Unlock in 9 days 47 + Investors

Track Smart Money conviction in GQRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 45 4.44%
13F Shares 5M 6M -5.69%
Total Value $309M $338M -8.67%
New Positions 5 3 +2
Increased Positions 19 20 -1
Closed Positions 3 4 -1
Reduced Positions 14 14 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GQRE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

47 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GQRE. Verified SEC 13F-HR filings.

Top 25 institutional holders of GQRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ESL Trust Services, LLC 6.95% 609,395 $36.4M
2 Cornerstone National Bank & Trust Co 1.52% 68,245 $4.1M
3 Boltwood Capital Management 1.27% 83,627 $5.0M
4 Dynamic Advisor Solutions LLC 0.30% 157,217 $9.4M
5 Fermata Advisors, LLC 0.28% 20,770 $1.2M
6 STUDIO INVESTMENT MANAGEMENT LLC 0.21% 19,932 $1.2M
7 NBT BANK N A /NY 0.06% 14,885 $889K
8 PFG Advisors 0.04% 14,998 $896K
9 PARK NATIONAL CORP /OH/ 0.02% 11,906 $711K
10 ELEVATION WEALTH PARTNERS, LLC 0.01% 657 $39K
11 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 9,258 $589K
12 Farther Finance Advisors, LLC 0.00% 8,184 $494K
13 Golden State Wealth Management, LLC 0.00% 539 $32K
14 MML INVESTORS SERVICES, LLC 0.00% 10,697 $639K
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 34,943 $2.1M
16 SHP Wealth Management 0.00% 182 $11K
17 ENVESTNET ASSET MANAGEMENT INC 0.00% 33,350 $2.0M
18 Parallel Advisors, LLC 0.00% 326 $19K
19 ASSETMARK, INC 0.00% 2,239 $134K
20 CoreCap Advisors, LLC 0.00% 120 $7K
21 LPL Financial LLC 0.00% 12,953 $774K
22 Root Financial Partners, LLC 0.00% 70 $4K
23 CITIGROUP INC 0.00% 2,406 $144K
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 4 —
25 UBS Group AG 0.00% 1,570 $94K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FLEXSHARES TR (GQRE)

What does the Smart Money Trend signal show for GQRE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GQRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GQRE?

Slight buying edge — 59% buying: Last quarter: 24 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GQRE holders?

Elite ownership — 76% AUM from top-100 funds: 12 of 47 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in GQRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GQRE?

77% of holders stayed for 2+ years: 36 out of 47 hedge funds have held GQRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.