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

HighTower Trust’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
2023
Q1 		$1.45M Buy
59,723
+284
+0.5% +$7.33K 0.14% 90
2022
Q4 		$1.45M Buy
+59,439
New +$1.47M 0.14% 86

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

HighTower Trust's FREL Position: Q1 2023 in Review

HighTower Trust increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.48% in Q1 2023, buying an estimated $7.33K and bringing the position to 59,723 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #90.

HighTower Trust first reported a position in FREL in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.45M in Q4 2022. 195 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • HighTower Trust held 59,723 shares of Fidelity MSCI Real Estate Index ETF worth $1.45M as of Q1 2023.
  • HighTower Trust bought 284 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $7.33K.
  • Fidelity MSCI Real Estate Index ETF made up 0.14% of HighTower Trust's portfolio in Q1 2023, its #90 holding.
  • HighTower Trust first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and has held it in 2 quarters since.
  • HighTower Trust's Fidelity MSCI Real Estate Index ETF position peaked at $1.45M in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.