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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gladstone Institutional Advisory's FREL Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 7.2% in Q2 2026, buying an estimated $52.2K and bringing the position to 26,960 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #470.

Gladstone Institutional Advisory first reported a position in FREL in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Gladstone Institutional Advisory held 26,960 shares of Fidelity MSCI Real Estate Index ETF worth $790K as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,800 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $52.2K.
  • Fidelity MSCI Real Estate Index ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #470 holding.
  • Gladstone Institutional Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.