HWM
FREL icon

HighMark Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

HighMark Wealth Management’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
2025
Q1 		– Sell
-20
Closed -$538 – 586
2024
Q4 		$538 Buy
+20
New +$572 ﹤0.01% 528
2020
Q2 		– Sell
-1,100
Closed -$22K – 440
2020
Q1 		$22K Hold
1,100
– – 0.03% 109
2019
Q4 		$30K Buy
+1,100
New +$30.5K 0.03% 109

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

HighMark Wealth Management's FREL Position: Q1 2025 in Review

HighMark Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 20 shares — an estimated $538 sold.

HighMark Wealth Management first reported a position in FREL in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • HighMark Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 20 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $538.
  • HighMark Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $30K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.