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Prime Capital Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Prime Capital 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
2025
Q1 		– Sell
-7,508
Closed -$203K – 1082
2024
Q4 		$203K Sell
7,508
-493
-6% -$14.1K ﹤0.01% 864
2024
Q3 		$236K Sell
8,001
-2,955
-27% -$82.2K ﹤0.01% 806
2024
Q2 		$278K Sell
10,956
-3,940
-26% -$98K ﹤0.01% 748
2024
Q1 		$389K Buy
+14,896
New +$384K 0.01% 696
2020
Q2 		– Sell
-1,700
Closed -$35K – 478
2020
Q1 		$35K Buy
+1,700
New +$44.8K ﹤0.01% 307

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

Prime Capital Investment Advisors's FREL Position: Q1 2025 in Review

Prime Capital Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 7,508 shares — an estimated $203K sold.

Prime Capital Investment Advisors first reported a position in FREL in Q1 2020 and held it in 5 quarters. The position peaked at $389K in Q1 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • Prime Capital Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 7,508 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $203K.
  • Prime Capital Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 5 quarters.
  • Prime Capital Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $389K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.