LSIA
FREL icon

LaSalle St. Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

LaSalle St. Investment 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
2023
Q3 		– Sell
-139,926
Closed -$3.51M – 126
2023
Q2 		$3.51M Buy
139,926
+8,798
+7% +$216K 1.56% 14
2023
Q1 		$3.27M Sell
131,128
-49,365
-27% -$1.27M 1.44% 11
2022
Q4 		$4.48M Buy
+180,493
New +$4.46M 2.11% 10

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 $470M AUM 15.78% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

LaSalle St. Investment Advisors's FREL Position: Q3 2023 in Review

LaSalle St. Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 139,926 shares — an estimated $3.51M sold.

LaSalle St. Investment Advisors first reported a position in FREL in Q4 2022 and held it in 3 quarters. The position peaked at $4.48M in Q4 2022. 177 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • LaSalle St. Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 139,926 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $3.51M.
  • LaSalle St. Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 3 quarters.
  • LaSalle St. Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $4.48M in Q4 2022.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.