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Atria Investments’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Atria Investments’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 		$1.8M Buy
61,443
+13,462
+28% +$390K 0.02% 812
2026
Q1 		$1.29M Sell
47,981
-665
-1% -$18.5K 0.01% 921
2025
Q4 		$1.31M Buy
48,646
+5,371
+12% +$147K 0.01% 927
2025
Q3 		$1.2M Buy
43,275
+3,384
+8% +$93.2K 0.01% 953
2025
Q2 		$1.08M Sell
39,891
-2,712
-6% -$72.5K 0.01% 991
2025
Q1 		$1.17M Buy
42,603
+2,333
+6% +$64.2K 0.02% 931
2024
Q4 		$1.09M Sell
40,270
-26,320
-40% -$753K 0.01% 930
2024
Q3 		$1.96M Sell
66,590
-3,693
-5% -$103K 0.02% 676
2024
Q2 		$1.78M Buy
70,283
+11,534
+20% +$287K 0.02% 689
2024
Q1 		$1.53M Buy
58,749
+2,881
+5% +$74.2K 0.02% 764
2023
Q4 		$1.49M Sell
55,868
-18,563
-25% -$442K 0.02% 720
2023
Q3 		$1.69M Buy
74,431
+12,652
+20% +$313K 0.03% 638
2023
Q2 		$1.55M Buy
61,779
+1,788
+3% +$43.9K 0.03% 652
2023
Q1 		$1.49M Sell
59,991
-155,935
-72% -$4.03M 0.03% 648
2022
Q4 		$5.36M Buy
215,926
+33,036
+18% +$817K 0.11% 238
2022
Q3 		$4.38M Buy
182,890
+11,672
+7% +$325K 0.1% 260
2022
Q2 		$4.65M Buy
171,218
+38,396
+29% +$1.14M 0.1% 246
2022
Q1 		$4.3M Buy
+132,822
New +$4.21M 0.08% 315
2020
Q1 		– Sell
-322,808
Closed -$8.99M – 769
2019
Q4 		$8.99M Buy
322,808
+24,268
+8% +$673K 0.24% 91
2019
Q3 		$8.33M Buy
298,540
+24,106
+9% +$654K 0.3% 72
2019
Q2 		$7.4M Buy
274,434
+56,849
+26% +$1.49M 0.28% 80
2019
Q1 		$5.65M Buy
217,585
+30,251
+16% +$748K 0.24% 86
2018
Q4 		$4.19M Buy
187,334
+11,433
+6% +$270K 0.19% 86
2018
Q3 		$4.23M Buy
+175,901
New +$4.36M 0.17% 108

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

Atria Investments's FREL Position: Q2 2026 in Review

Atria Investments increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 28% in Q2 2026, buying an estimated $390K and bringing the position to 61,443 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #812.

Atria Investments first reported a position in FREL in Q3 2018 and has held it in 24 quarters since. The position peaked at $8.99M in Q4 2019. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Atria Investments held 61,443 shares of Fidelity MSCI Real Estate Index ETF worth $1.8M as of Q2 2026.
  • Atria Investments bought 13,462 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $390K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #812 holding.
  • Atria Investments first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and has held it in 24 quarters since.
  • Atria Investments's Fidelity MSCI Real Estate Index ETF position peaked at $8.99M in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.