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

Atria Wealth Solutions’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
2025
Q2 		$1.52M Buy
55,917
+6,536
+13% +$175K 0.03% 497
2025
Q1 		$1.36M Buy
49,381
+22,026
+81% +$606K 0.02% 773
2024
Q4 		$739K Buy
27,355
+2,898
+12% +$82.9K 0.01% 1046
2024
Q3 		$721K Sell
24,457
-427
-2% -$11.9K 0.01% 1055
2024
Q2 		$631K Buy
24,884
+32
+0.1% +$796 0.01% 1116
2024
Q1 		$648K Buy
24,852
+588
+2% +$15.2K 0.01% 1128
2023
Q4 		$647K Buy
24,264
+1,317
+6% +$31.4K 0.01% 1081
2023
Q3 		$522K Buy
22,947
+1,357
+6% +$33.6K 0.01% 1109
2023
Q2 		$542K Buy
21,590
+131
+0.6% +$3.21K 0.01% 1116
2023
Q1 		$535K Buy
21,459
+1,426
+7% +$36.8K 0.01% 1095
2022
Q4 		$497K Sell
20,033
-10,429
-34% -$258K 0.01% 1084
2022
Q3 		$729K Buy
30,462
+4,087
+15% +$114K 0.01% 841
2022
Q2 		$716K Buy
26,375
+11,135
+73% +$331K 0.01% 838
2022
Q1 		$494K Buy
+15,240
New +$483K 0.01% 1076

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's FREL Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 13% in Q2 2025, buying an estimated $175K and bringing the position to 55,917 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #497.

Atria Wealth Solutions first reported a position in FREL in Q1 2022 and has held it in 14 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Atria Wealth Solutions held 55,917 shares of Fidelity MSCI Real Estate Index ETF worth $1.52M as of Q2 2025.
  • Atria Wealth Solutions bought 6,536 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $175K.
  • Fidelity MSCI Real Estate Index ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #497 holding.
  • Atria Wealth Solutions first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and has held it in 14 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.