Gladstone Institutional Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Gladstone Institutional Advisory’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$743K	Buy	27,325 +365	+1%	+$10.7K	0.02%	544
2026 Q2	$790K	Buy	26,960 +1,800	+7%	+$52.2K	0.03%	470
2026 Q1	$677K	Buy	25,160 +6,235	+33%	+$174K	0.03%	468
2025 Q4	$509K	Buy	18,925 +8,232	+77%	+$225K	0.02%	499
2025 Q3	$297K	Buy	+10,693	New	+$294K	0.01%	647

Other funds holding FREL

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Gladstone Institutional Advisory's FREL Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.4% in Q3 2026, buying an estimated $10.7K and bringing the position to 27,325 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #544.

Gladstone Institutional Advisory first reported a position in FREL in Q3 2025 and has held it in 5 quarters since. The position peaked at $790K in Q2 2026. 179 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

Gladstone Institutional Advisory held 27,325 shares of Fidelity MSCI Real Estate Index ETF worth $743K as of Q3 2026.
Gladstone Institutional Advisory bought 365 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $10.7K.
Fidelity MSCI Real Estate Index ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #544 holding.
Gladstone Institutional Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 5 quarters since.
Gladstone Institutional Advisory's Fidelity MSCI Real Estate Index ETF position peaked at $790K in Q2 2026.
179 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.