MLM
FRE

Mount Lucas Management’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Mount Lucas Management’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-99,017
Closed -$1M – 210
2025
Q4 		$1M Sell
99,017
-1,830
-2% -$18.6K 0.4% 76
2025
Q3 		$1.19M Sell
100,847
-7,830
-7% -$92.2K 0.49% 64
2025
Q2 		$895K Sell
108,677
-13,913
-11% -$115K 0.38% 71
2025
Q1 		$656K Buy
+122,590
New +$656K 0.21% 106

Other funds holding FRE

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
MSFP
Mark Sheptoff Financial Planning Glastonbury, Connecticut $188M AUM 24.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mount Lucas Management's FRE Position: Q1 2026 in Review

Mount Lucas Management sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q1 2026, closing a stake of 99,017 shares — an estimated $1M sold.

Mount Lucas Management first reported a position in FRE in Q1 2025 and held it in 4 quarters. The position peaked at $1.19M in Q3 2025. 10 funds tracked by Wall St. Rank hold FRE as of Q1 2026.

  • Mount Lucas Management reported no remaining FREDDIE MAC D/B/A VOTING position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 99,017 FREDDIE MAC D/B/A VOTING shares in Q1 2026, an estimated $1M.
  • Mount Lucas Management first reported a position in FREDDIE MAC D/B/A VOTING in Q1 2025 and held it in 4 quarters.
  • Mount Lucas Management's FREDDIE MAC D/B/A VOTING position peaked at $1.19M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.