HighTower Advisors
FREL icon

HighTower Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

HighTower Advisors’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 		$4.19M Buy
155,854
+8,830
+6% +$246K ﹤0.01% 1291
2025
Q4 		$3.95M Buy
147,024
+1,944
+1% +$53.1K ﹤0.01% 1288
2025
Q3 		$4.03M Sell
145,080
-216
-0.1% -$5.95K ﹤0.01% 1238
2025
Q2 		$3.93M Buy
145,296
+853
+0.6% +$22.8K ﹤0.01% 1195
2025
Q1 		$3.97M Buy
144,443
+4,880
+3% +$134K 0.01% 1153
2024
Q4 		$3.77M Buy
139,563
+3,678
+3% +$105K 0.01% 1172
2024
Q3 		$4.01M Sell
135,885
-847
-0.6% -$23.6K 0.01% 1129
2024
Q2 		$3.47M Sell
136,732
-5,966
-4% -$148K 0.01% 1160
2024
Q1 		$3.73M Sell
142,698
-13,993
-9% -$361K 0.01% 1095
2023
Q4 		$4.17M Sell
156,691
-6,144
-4% -$146K 0.01% 1067
2023
Q3 		$3.7M Sell
162,835
-8,640
-5% -$214K 0.01% 1062
2023
Q2 		$4.29M Sell
171,475
-18,451
-10% -$453K 0.01% 976
2023
Q1 		$4.71M Sell
189,926
-15,083
-7% -$389K 0.01% 887
2022
Q4 		$5.06M Buy
205,009
+105,611
+106% +$2.61M 0.01% 850
2022
Q3 		$2.35M Buy
99,398
+14,155
+17% +$394K 0.01% 1147
2022
Q2 		$2.28M Sell
85,243
-99
-0.1% -$2.95K 0.01% 1187
2022
Q1 		$2.75M Sell
85,342
-34,639
-29% -$1.1M 0.01% 1195
2021
Q4 		$4.12M Buy
119,981
+10,953
+10% +$357K 0.01% 1002
2021
Q3 		$3.29M Sell
109,028
-5,982
-5% -$189K 0.01% 1001
2021
Q2 		$3.47M Buy
115,010
+36,556
+47% +$1.08M 0.01% 950
2021
Q1 		$2.16M Sell
78,454
-5,314
-6% -$140K 0.01% 1094
2020
Q4 		$2.13M Buy
83,768
+28,896
+53% +$713K 0.01% 877
2020
Q3 		$1.29M Sell
54,872
-2,170
-4% -$51.8K 0.01% 1083
2020
Q2 		$1.33M Sell
57,042
-19,041
-25% -$429K 0.01% 975
2020
Q1 		$1.57M Sell
76,083
-1,389
-2% -$36.6K 0.01% 827
2019
Q4 		$2.16M Buy
77,472
+1,462
+2% +$40.5K 0.01% 823
2019
Q3 		$2.12M Sell
76,010
-952
-1% -$25.8K 0.01% 867
2019
Q2 		$2.01M Sell
76,962
-2,848
-4% -$74.5K 0.01% 899
2019
Q1 		$2.07M Buy
79,810
+8,655
+12% +$214K 0.01% 841
2018
Q4 		$1.58M Sell
71,155
-5,413
-7% -$128K 0.01% 857
2018
Q3 		$1.84M Sell
76,568
-9,315
-11% -$231K 0.01% 870
2018
Q2 		$2.11M Sell
85,883
-23,292
-21% -$545K 0.02% 831
2018
Q1 		$2.49M Buy
109,175
+10,490
+11% +$242K 0.02% 732
2017
Q4 		$2.43M Buy
98,685
+50,819
+106% +$1.26M 0.02% 752
2017
Q3 		$1.16M Buy
47,866
+2,762
+6% +$67.4K 0.01% 1023
2017
Q2 		$1.09M Buy
45,104
+3,161
+8% +$76.3K 0.01% 1014
2017
Q1 		$1M Buy
41,943
+15,046
+56% +$357K 0.01% 1031
2016
Q4 		$631K Sell
26,897
-2,874
-10% -$66.2K 0.01% 1164
2016
Q3 		$735K Buy
+29,771
New +$746K 0.01% 1052

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

HighTower Advisors's FREL Position: Q1 2026 in Review

HighTower Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 6% in Q1 2026, buying an estimated $246K and bringing the position to 155,854 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

HighTower Advisors first reported a position in FREL in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.06M in Q4 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • HighTower Advisors held 155,854 shares of Fidelity MSCI Real Estate Index ETF worth $4.19M as of Q1 2026.
  • HighTower Advisors bought 8,830 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $246K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1291 holding.
  • HighTower Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2016 and has held it in 39 quarters since.
  • HighTower Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $5.06M in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.