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TownSquare Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

TownSquare Capital’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
2024
Q4 		– Sell
-12,554
Closed -$370K – 1598
2024
Q3 		$370K Buy
12,554
+869
+7% +$24.2K ﹤0.01% 1078
2024
Q2 		$296K Sell
11,685
-3,201
-22% -$79.7K ﹤0.01% 1066
2024
Q1 		$388K Sell
14,886
-62
-0.4% -$1.6K 0.01% 921
2023
Q4 		$398K Sell
14,948
-883
-6% -$21K 0.01% 840
2023
Q3 		$360K Sell
15,831
-1,570
-9% -$38.8K 0.01% 854
2023
Q2 		$437K Buy
+17,401
New +$427K 0.01% 801

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

TownSquare Capital's FREL Position: Q4 2024 in Review

TownSquare Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 12,554 shares — an estimated $370K sold.

TownSquare Capital first reported a position in FREL in Q2 2023 and held it in 6 quarters. The position peaked at $437K in Q2 2023. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • TownSquare Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • TownSquare Capital sold 12,554 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $370K.
  • TownSquare Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2023 and held it in 6 quarters.
  • TownSquare Capital's Fidelity MSCI Real Estate Index ETF position peaked at $437K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on TownSquare Capital's 13F filing for Q4 2024, filed 13 Feb 2025.