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Atomi Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Atomi Financial Group’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 		$367K Sell
13,635
-10,503
-44% -$292K 0.01% 844
2025
Q4 		$649K Buy
+24,138
New +$659K 0.02% 579

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's FREL Position: Q1 2026 in Review

Atomi Financial Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 44% in Q1 2026, selling an estimated $292K and leaving 13,635 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #844.

Atomi Financial Group first reported a position in FREL in Q4 2025 and has held it in 2 quarters since. The position peaked at $649K in Q4 2025. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Atomi Financial Group held 13,635 shares of Fidelity MSCI Real Estate Index ETF worth $367K as of Q1 2026.
  • Atomi Financial Group sold 10,503 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $292K.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #844 holding.
  • Atomi Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Atomi Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $649K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.