IFP Advisors, Inc GMRE β€” GLOBAL MED REIT INC COM NEW

Ownership history in IFP Advisors, Inc  Β·  9 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported GLOBAL MED REIT INC COM NEW (GMRE) in 9 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows GMRE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GMRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in GLOBAL MED REIT INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GMRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held GMRE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $1K 2025-12-02 $32.22
2025 Q3 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $910 2025-12-02 $32.22
2025 Q2 REDUCED β€” β€” β€” β€” -56 -100.0% 0.00% $534 2025-07-24 $30.84
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and GMRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning GMRE?

IFP Advisors, Inc reported GMRE across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported GMRE position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for GMRE was 0.00% in 2025 Q3.

What is the latest reported GMRE position on this page?

The latest section of the table and chart shows the most recent reported GMRE position for IFP Advisors, Inc.

What does the chart on this GMRE ownership page compare?

The chart compares IFP Advisors, Inc's quarterly GMRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFP Advisors, Inc time their GMRE position?

Based on 13F filing dates vs. subsequent GMRE price moves, IFP Advisors, Inc correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on GMRE relative to SPY over the holding period was -55.9%.

← Back to IFP Advisors, Inc Holdings