STUDIO INVESTMENT MANAGEMENT LLC GQRE — FlexShares Glbl Quality Real Estate ETF

Ownership history in STUDIO INVESTMENT MANAGEMENT LLC  ·  14 quarters on record

AI Ownership Summary

STUDIO INVESTMENT MANAGEMENT LLC reported FlexShares Glbl Quality Real Estate ETF (GQRE) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q3. The latest visible filing shows GQRE at 0.21% 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 GQRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STUDIO INVESTMENT MANAGEMENT LLC's position in FlexShares Glbl Quality Real Estate ETF, 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
2026 Q1

GQRE was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

GQRE stock page STUDIO INVESTMENT MANAGEMENT LLC fund profile STUDIO INVESTMENT MANAGEMENT LLC full holdings
How STUDIO INVESTMENT MANAGEMENT LLC held GQRE — position size vs. price
% of Fund (quarterly)    GQRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 19,932 — 0% 0.21% $1.2M 2026-05-05 $64.43
2025 Q4 ADDED — — — 19,932 +320 +1.6% 0.21% $1.2M 2026-02-09 $62.95
2025 Q3 REDUCED — — — 19,612 -64 -0.3% 0.23% $1.2M 2025-11-07 $58.33
2025 Q2 REDUCED — — — 19,676 -642 -3.2% 0.24% $1.2M 2025-07-30 $57.32
2025 Q1 ADDED — — — 20,318 +605 +3.1% 0.24% $1.2M 2025-05-14 $55.34
2024 Q4 ADDED — — — 19,713 +118 +0.6% 0.24% $1.1M 2025-02-14 $55.32
2024 Q3 ADDED — — — 19,595 +162 +0.8% 0.26% $1.2M 2024-11-12 $56.13
2024 Q2 ADDED — — — 19,433 +2,466 +14.5% 0.24% $1.1M 2024-08-07 $52.71
2024 Q1 ADDED — — — 16,967 +2,668 +18.7% 0.23% $964K 2024-05-15 $51.39
2023 Q4 ADDED — — — 14,299 +4,467 +45.4% 0.20% $798K 2024-02-16 $49.61
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GQRE

As of 2026 Q1 — sorted by position size

ESL Trust Services, LLC 3Y 6.95% Cornerstone National Bank & Trust Co 1.52% Boltwood Capital Management 3Y 7Y 1.27% Missouri Trust & Investment Co 3Y 0.85% Dynamic Advisor Solutions LLC 3Y 7Y 0.3% Fermata Advisors, LLC 3Y 0.28% Wealthspire Retirement, LLC 0.19% VestGen Investment Management 3Y 7Y 0.14% NBT BANK N A /NY 3Y 7Y 0.06% PFG Advisors 3Y 7Y 0.04%

FAQ About STUDIO INVESTMENT MANAGEMENT LLC and GQRE

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

How long has STUDIO INVESTMENT MANAGEMENT LLC reported owning GQRE?

STUDIO INVESTMENT MANAGEMENT LLC reported GQRE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GQRE position in STUDIO INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for GQRE was 0.26% in 2024 Q3.

What is the latest reported GQRE position on this page?

The most recent filing on this page is 2026 Q1, when STUDIO INVESTMENT MANAGEMENT LLC reported 19,932 shares, equal to 0.21% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GQRE ownership page compare?

The chart compares STUDIO INVESTMENT MANAGEMENT LLC's quarterly GQRE 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 STUDIO INVESTMENT MANAGEMENT LLC time their GQRE position?

Based on 13F filing dates vs. subsequent GQRE price moves, STUDIO INVESTMENT MANAGEMENT LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on GQRE relative to SPY over the holding period was -10.6%.

← Back to STUDIO INVESTMENT MANAGEMENT LLC Holdings