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Institutional Ownership · SEC Form 13F

Who owns GQRE


Which tracked institutional funds hold GQRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GQRE company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

48
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened GQRE while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GQRE’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GQRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 48 tracked filers holding GQRE, 21 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GQRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • DIVERSIFY WEALTH MANAGEMENT, LLC$589K

Full exits 2

  • OLD MISSION CAPITAL LLC$657K
  • Diversify Advisory Services, LLC$569K

Largest adds

  • NORTHERN TRUST CORP$5M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
  • ESL Trust Services, LLC$541K
  • Wealthspire Retirement, LLC$512K
  • Farther Finance Advisors, LLC$473K
  • JANE STREET GROUP, LLC$433K

Largest trims

  • PFG Advisors$2M
  • CITADEL ADVISORS LLC$1M
  • Cornerstone National Bank & Trust Co$642K
  • ENVESTNET ASSET MANAGEMENT INC$426K
  • FLOW TRADERS U.S. LLC$356K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added3,898,448$233M70.3%2026-Q1
ESL Trust Services, LLC609,395$36M11.0%2026-Q1
Dynamic Advisor Solutions LLC trimmed157,217$9M2.8%2026-Q1
Boltwood Capital Management added83,627$5M1.5%2026-Q1
Cornerstone National Bank & Trust Co trimmed68,245$4M1.2%2026-Q1
Wealthspire Retirement, LLC added51,658$3M0.9%2026-Q1
Missouri Trust & Investment Co trimmed48,518$3M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added34,943$2M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed33,350$2M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added31,191$2M0.6%2026-Q1
Cetera Investment Advisers added26,036$2M0.5%2026-Q1
Fermata Advisors, LLC trimmed20,770$1M0.4%2026-Q1
STUDIO INVESTMENT MANAGEMENT LLC19,932$1M0.4%2026-Q1
JANE STREET GROUP, LLC added17,959$1M0.3%2026-Q1
Corient Private Wealth LLC trimmed17,363$1M0.3%2026-Q1
PFG Advisors trimmed14,998$896K0.3%2026-Q1
NBT BANK N A /NY trimmed14,885$889K0.3%2026-Q1
FLOW TRADERS U.S. LLC trimmed12,987$776K0.2%2026-Q1
LPL Financial LLC trimmed12,953$774K0.2%2026-Q1
PARK NATIONAL CORP /OH/ trimmed11,906$711K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added10,697$639K0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new9,258$589K0.2%2026-Q1
STIFEL FINANCIAL CORP8,516$509K0.2%2026-Q1
Farther Finance Advisors, LLC added8,184$494K0.1%2026-Q1
MORGAN STANLEY trimmed7,120$425K0.1%2026-Q1
VestGen Advisors, LLC new4,997$325K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed4,961$296K0.1%2026-Q1
VestGen Investment Management trimmed4,244$254K0.1%2026-Q1
GOLDMAN SACHS GROUP INC added3,843$230K0.1%2026-Q1
CITIGROUP INC added2,406$144K0.0%2026-Q1
ASSETMARK, INC added2,239$134K0.0%2026-Q1
Allworth Financial LP2,100$125K0.0%2026-Q1
UBS Group AG1,570$94K0.0%2026-Q1
ELEVATION WEALTH PARTNERS, LLC added657$39K0.0%2026-Q1
Golden State Wealth Management, LLC539$32K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed451$27K0.0%2026-Q1
BANK OF MONTREAL /CAN/ trimmed415$25K0.0%2026-Q1
Parallel Advisors, LLC new326$19K0.0%2026-Q1
Smartleaf Asset Management LLC271$16K0.0%2026-Q1
FMR LLC added252$15K0.0%2026-Q1
Western Wealth Management, LLC new218$13K0.0%2026-Q1
SHP Wealth Management182$11K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added156$9K0.0%2026-Q1
CoreCap Advisors, LLC added120$7K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed91$5K0.0%2026-Q1
WELLS FARGO & COMPANY/MN79$5K0.0%2026-Q1
Root Financial Partners, LLC new70$4K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV4$2390.0%2026-Q1
St. Clair Advisors, LLC trimmed130,612$8M2.4%2025-Q3 stale
STRATEGIC INVESTMENT MANAGEMENT, LLC new53,180$3M0.9%2025-Q1 stale
Envestnet Portfolio Solutions, Inc. trimmed29,506$2M0.5%2025-Q1 stale
Bristlecone Advisors, LLC trimmed18,455$1M0.3%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed11,154$657K0.2%2025-Q4 stale
Diversify Advisory Services, LLC new9,241$569K0.2%2025-Q4 stale
Bank of New York Mellon Corp trimmed6,912$401K0.1%2025-Q1 stale
NAPATREE CAPITAL LLC trimmed6,850$397K0.1%2025-Q1 stale
SEVEN MILE ADVISORY3,720$219K0.1%2025-Q4 stale
US BANCORP \DE\3,183$190K0.1%2025-Q2 stale
Grove Bank & Trust3,123$186K0.1%2025-Q2 stale
RAYMOND JAMES FINANCIAL INC trimmed3,006$179K0.1%2025-Q2 stale
Hills Bank & Trust Co trimmed2,554$150K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC added1,837$108K0.0%2025-Q4 stale
Global Retirement Partners, LLC trimmed971$57K0.0%2025-Q4 stale
MARQUETTE ASSOCIATES, INC. trimmed148$9K0.0%2025-Q1 stale
SVB WEALTH LLC new101$6K0.0%2025-Q1 stale
ORG Partners LLC66$4K0.0%2025-Q1 stale
Cornerstone Planning Group LLC added55$3K0.0%2025-Q3 stale
TCFG WEALTH MANAGEMENT, LLC new11,693$2K0.0%2025-Q3 stale
Sound Income Strategies, LLC2$1250.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership