Beckerman Institutional’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Beckerman Institutional’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	$1.89M	Buy	70,108 +4,837	+7%	+$135K	1%	27
2025 Q4	$1.76M	Buy	65,271 +6,453	+11%	+$176K	0.99%	28
2025 Q3	$1.64M	Buy	58,818 +9,026	+18%	+$249K	0.96%	31
2025 Q2	$1.35M	Buy	49,792 +14,918	+43%	+$399K	0.89%	33
2025 Q1	$958K	Buy	34,874 +4,307	+14%	+$118K	0.69%	39
2024 Q4	$826K	Buy	30,567 +831	+3%	+$23.8K	0.66%	41
2024 Q3	$877K	Buy	+29,736	New	+$827K	0.74%	41

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beckerman Institutional's FREL Position: Q1 2026 in Review

Beckerman Institutional increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 7.4% in Q1 2026, buying an estimated $135K and bringing the position to 70,108 shares worth $1.89M. The position accounts for 1% of the portfolio, ranked #27.

Beckerman Institutional first reported a position in FREL in Q3 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Beckerman Institutional held 70,108 shares of Fidelity MSCI Real Estate Index ETF worth $1.89M as of Q1 2026.
Beckerman Institutional bought 4,837 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $135K.
Fidelity MSCI Real Estate Index ETF made up 1% of Beckerman Institutional's portfolio in Q1 2026, its #27 holding.
Beckerman Institutional first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.