Addison Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Addison 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 Q3	–	Sell	-281	Closed	-$7.6K	–	898
2025 Q2	$7.6K	Hold	281	–	–	﹤0.01%	655
2025 Q1	$7.72K	Hold	281	–	–	﹤0.01%	619
2024 Q4	$7.59K	Hold	281	–	–	﹤0.01%	625
2024 Q3	$8.28K	Hold	281	–	–	﹤0.01%	613
2024 Q2	$7.12K	Hold	281	–	–	﹤0.01%	601
2024 Q1	$7.33K	Hold	281	–	–	﹤0.01%	541
2023 Q4	$7.49K	Hold	281	–	–	﹤0.01%	544
2023 Q3	$6.39K	Hold	281	–	–	﹤0.01%	528
2023 Q2	$7.05K	Hold	281	–	–	﹤0.01%	509
2023 Q1	$7K	Hold	281	–	–	﹤0.01%	490
2022 Q4	$6.97K	Hold	281	–	–	﹤0.01%	475
2022 Q3	$7K	Hold	281	–	–	﹤0.01%	467
2022 Q2	$8K	Hold	281	–	–	﹤0.01%	458
2022 Q1	$9K	Buy	+281	New	+$8.9K	﹤0.01%	490

Other funds holding FREL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Addison Advisors's FREL Position: Q3 2025 in Review

Addison Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 281 shares — an estimated $7.6K sold.

Addison Advisors first reported a position in FREL in Q1 2022 and held it in 14 quarters. The position peaked at $9K in Q1 2022. 211 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

Addison Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
Addison Advisors sold 281 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $7.6K.
Addison Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 14 quarters.
Addison Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $9K in Q1 2022.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Addison Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.