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FREL icon

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

AlphaCore 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
2026
Q2 		$879 Hold
30
– – ﹤0.01% 1462
2026
Q1 		$807 Sell
30
-281
-90% -$7.82K ﹤0.01% 1184
2025
Q4 		$8.36K Buy
311
+281
+937% +$7.67K ﹤0.01% 1329
2025
Q3 		$834 Hold
30
– – ﹤0.01% 1069
2025
Q2 		$811 Buy
+30
New +$802 ﹤0.01% 1048

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital's FREL Position: Q2 2026 in Review

AlphaCore Capital held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 30 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

AlphaCore Capital first reported a position in FREL in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.36K in Q4 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • AlphaCore Capital held 30 shares of Fidelity MSCI Real Estate Index ETF worth $879 as of Q2 2026.
  • AlphaCore Capital left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1462 holding.
  • AlphaCore Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Fidelity MSCI Real Estate Index ETF position peaked at $8.36K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.