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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gladstone Institutional Advisory's FREL Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 33% in Q1 2026, buying an estimated $174K and bringing the position to 25,160 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #468.

Gladstone Institutional Advisory first reported a position in FREL in Q3 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Gladstone Institutional Advisory held 25,160 shares of Fidelity MSCI Real Estate Index ETF worth $677K as of Q1 2026.
  • Gladstone Institutional Advisory bought 6,235 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $174K.
  • Fidelity MSCI Real Estate Index ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #468 holding.
  • Gladstone Institutional Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.