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

Ancora 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
2026 Q1	$151K	Hold	5,597	–	–	﹤0.01%	795
2025 Q4	$151K	Hold	5,597	–	–	﹤0.01%	811
2025 Q3	$156K	Hold	5,597	–	–	﹤0.01%	769
2025 Q2	$151K	Hold	5,597	–	–	﹤0.01%	786
2025 Q1	$154K	Hold	5,597	–	–	﹤0.01%	778
2024 Q4	$151K	Hold	5,597	–	–	﹤0.01%	777
2024 Q3	$165K	Hold	5,597	–	–	﹤0.01%	728
2024 Q2	$142K	Hold	5,597	–	–	﹤0.01%	745
2024 Q1	$146K	Hold	5,597	–	–	﹤0.01%	745
2023 Q4	$149K	Hold	5,597	–	–	﹤0.01%	727
2023 Q3	$127K	Hold	5,597	–	–	﹤0.01%	745
2023 Q2	$140K	Hold	5,597	–	–	﹤0.01%	724
2023 Q1	$139K	Hold	5,597	–	–	﹤0.01%	715
2022 Q4	$139K	Hold	5,597	–	–	﹤0.01%	752
2022 Q3	$134K	Hold	5,597	–	–	﹤0.01%	826
2022 Q2	$152K	Buy	5,597 +184	+3%	+$5.48K	﹤0.01%	836
2022 Q1	$175K	Sell	5,413 -16,200	-75%	-$513K	﹤0.01%	830
2021 Q4	$750K	Sell	21,613 -2,966	-12%	-$96.7K	0.02%	450
2021 Q3	$747K	Hold	24,579	–	–	0.02%	446
2021 Q2	$748K	Sell	24,579 -110	-0.4%	-$3.26K	0.02%	447
2021 Q1	$678K	Hold	24,689	–	–	0.02%	460
2020 Q4	$626K	Sell	24,689 -125	-0.5%	-$3.08K	0.02%	435
2020 Q3	$583K	Sell	24,814 -1,349	-5%	-$32.2K	0.02%	410
2020 Q2	$612K	Sell	26,163 -16,468	-39%	-$371K	0.03%	392
2020 Q1	$887K	Hold	42,631	–	–	0.04%	335
2019 Q4	$1.19M	Hold	42,631	–	–	0.04%	327
2019 Q3	$1.19M	Buy	42,631 +90	+0.2%	+$2.44K	0.05%	297
2019 Q2	$1.11M	Buy	42,541 +33,192	+355%	+$868K	0.05%	270
2019 Q1	$243K	Hold	9,349	–	–	0.01%	531
2018 Q4	$209K	Buy	9,349 +9,099	+3,640%	+$215K	0.01%	549
2018 Q3	$6K	Buy	+250	New	+$6.19K	﹤0.01%	1236

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's FREL Position: Q1 2026 in Review

Ancora Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 5,597 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Ancora Advisors first reported a position in FREL in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q3 2019. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Ancora Advisors held 5,597 shares of Fidelity MSCI Real Estate Index ETF worth $151K as of Q1 2026.
Ancora Advisors left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #795 holding.
Ancora Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and has held it in 31 quarters since.
Ancora Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $1.19M in Q3 2019.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.