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

Atlas Capital 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
Q2 		$384K Buy
13,105
+7,162
+121% +$208K 0.04% 336
2026
Q1 		$160K Sell
5,943
-103
-2% -$2.87K 0.02% 455
2025
Q4 		$163K Buy
+6,046
New +$165K 0.02% 449
2025
Q2 		$217K Sell
8,039
-9,320
-54% -$249K 0.03% 391
2025
Q1 		$477K Buy
17,359
+6,017
+53% +$165K 0.06% 271
2024
Q4 		$306K Sell
11,342
-12,090
-52% -$346K 0.04% 322
2024
Q3 		$691K Buy
23,432
+9,819
+72% +$273K 0.11% 167
2024
Q2 		$345K Sell
13,613
-1,798
-12% -$44.7K 0.04% 303
2024
Q1 		$402K Buy
15,411
+4,100
+36% +$106K 0.06% 251
2023
Q4 		$301K Buy
11,311
+589
+5% +$14K 0.04% 299
2023
Q3 		$244K Sell
10,722
-629
-6% -$15.6K 0.04% 317
2023
Q2 		$285K Hold
11,351
– – 0.04% 301
2023
Q1 		$283K Sell
11,351
-1,893
-14% -$48.9K 0.04% 297
2022
Q4 		$329K Sell
13,244
-5,257
-28% -$130K 0.06% 247
2022
Q3 		$443K Sell
18,501
-11,467
-38% -$320K 0.08% 202
2022
Q2 		$814K Buy
29,968
+15,218
+103% +$453K 0.14% 130
2022
Q1 		$478K Sell
14,750
-2,900
-16% -$91.8K 0.07% 216
2021
Q4 		$613K Hold
17,650
– – 0.09% 189
2021
Q3 		$537K Buy
17,650
+2,667
+18% +$84.4K 0.09% 192
2021
Q2 		$456K Buy
14,983
+2,347
+19% +$69.6K 0.08% 227
2021
Q1 		$347K Buy
12,636
+4,744
+60% +$125K 0.07% 242
2020
Q4 		$200K Sell
7,892
-5,455
-41% -$135K 0.04% 305
2020
Q3 		$314K Sell
13,347
-2,750
-17% -$65.7K 0.07% 245
2020
Q2 		$376K Sell
16,097
-4,532
-22% -$102K 0.09% 217
2020
Q1 		$429K Buy
+20,629
New +$544K 0.13% 174

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

Atlas Capital Advisors's FREL Position: Q2 2026 in Review

Atlas Capital Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 121% in Q2 2026, buying an estimated $208K and bringing the position to 13,105 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #336.

Atlas Capital Advisors first reported a position in FREL in Q1 2020 and has held it in 25 quarters since. The position peaked at $814K in Q2 2022. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Atlas Capital Advisors held 13,105 shares of Fidelity MSCI Real Estate Index ETF worth $384K as of Q2 2026.
  • Atlas Capital Advisors bought 7,162 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $208K.
  • Fidelity MSCI Real Estate Index ETF made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #336 holding.
  • Atlas Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and has held it in 25 quarters since.
  • Atlas Capital Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $814K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.