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

Beaumont Financial 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 		$1.64M Buy
60,958
+7,657
+14% +$213K 0.11% 114
2025
Q4 		$1.43M Buy
53,301
+147
+0.3% +$4.01K 0.09% 129
2025
Q3 		$1.48M Sell
53,154
-9,987
-16% -$275K 0.1% 121
2025
Q2 		$1.71M Buy
63,141
+1,716
+3% +$45.9K 0.12% 104
2025
Q1 		$1.69M Sell
61,425
-1,271
-2% -$35K 0.13% 107
2024
Q4 		$1.69M Buy
62,696
+15,364
+32% +$440K 0.13% 108
2024
Q3 		$1.4M Buy
47,332
+255
+0.5% +$7.09K 0.11% 118
2024
Q2 		$1.19M Buy
47,077
+122
+0.3% +$3.04K 0.1% 134
2024
Q1 		$1.23M Sell
46,955
-5,952
-11% -$153K 0.1% 130
2023
Q4 		$1.41M Buy
+52,907
New +$1.26M 0.13% 114
2022
Q2 		– Sell
-102,529
Closed -$3.32M – 322
2022
Q1 		$3.32M Sell
102,529
-240,901
-70% -$7.63M 0.25% 77
2021
Q4 		$11.9M Buy
343,430
+4,679
+1% +$153K 0.86% 35
2021
Q3 		$10.3M Buy
338,751
+267,937
+378% +$8.48M 0.79% 38
2021
Q2 		$2.15M Sell
70,814
-206,258
-74% -$6.11M 0.16% 95
2021
Q1 		$7.62M Buy
277,072
+223,785
+420% +$5.88M 0.65% 46
2020
Q4 		$1.35M Buy
53,287
+5,911
+12% +$146K 0.12% 117
2020
Q3 		$1.11M Sell
47,376
-395,187
-89% -$9.44M 0.11% 133
2020
Q2 		$10.3M Buy
442,563
+425,352
+2,471% +$9.58M 1.08% 31
2020
Q1 		$358K Sell
17,211
-651,514
-97% -$17.2M 0.05% 170
2019
Q4 		$18.6M Sell
668,725
-101,231
-13% -$2.81M 1.83% 14
2019
Q3 		$21.5M Sell
769,956
-77,761
-9% -$2.11M 2.14% 8
2019
Q2 		$22.2M Buy
847,717
+27,745
+3% +$725K 2.29% 6
2019
Q1 		$21.3M Buy
819,972
+758,538
+1,235% +$18.8M 2.28% 5
2018
Q4 		$1.38M Sell
61,434
-1,013,174
-94% -$23.9M 0.22% 71
2018
Q3 		$25.9M Sell
1,074,608
-490,629
-31% -$12.2M 2.58% 4
2018
Q2 		$38.4M Buy
+1,565,237
New +$36.6M 4.07% 2
2018
Q1 		– Sell
-836,095
Closed -$20.7M – 212
2017
Q4 		$20.7M Sell
836,095
-18,323
-2% -$453K 2.42% 9
2017
Q3 		$20.7M Buy
854,418
+52,647
+7% +$1.28M 2.59% 9
2017
Q2 		$19.4M Buy
801,771
+110,979
+16% +$2.68M 2.52% 12
2017
Q1 		$16.5M Buy
+690,792
New +$16.4M 2.26% 13
2016
Q4 		– Sell
-398,384
Closed -$9.76M – 156
2016
Q3 		$9.76M Buy
+398,384
New +$9.98M 1.54% 23

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

Beaumont Financial Advisors's FREL Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 14% in Q1 2026, buying an estimated $213K and bringing the position to 60,958 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #114.

Beaumont Financial Advisors first reported a position in FREL in Q3 2016 and has held it in 31 quarters since. The position peaked at $38.4M in Q2 2018. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Beaumont Financial Advisors held 60,958 shares of Fidelity MSCI Real Estate Index ETF worth $1.64M as of Q1 2026.
  • Beaumont Financial Advisors bought 7,657 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $213K.
  • Fidelity MSCI Real Estate Index ETF made up 0.11% of Beaumont Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • Beaumont Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2016 and has held it in 31 quarters since.
  • Beaumont Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $38.4M in Q2 2018.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.