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

Brinker Capital 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
2024
Q4 		– Sell
-57,875
Closed -$1.71M – 1853
2024
Q3 		$1.71M Sell
57,875
-3,567
-6% -$99.2K 0.02% 769
2024
Q2 		$1.56M Buy
61,442
+4,499
+8% +$112K 0.02% 769
2024
Q1 		$1.49M Sell
56,943
-29,543
-34% -$761K 0.02% 799
2023
Q4 		$2.29M Buy
+86,486
New +$2.06M 0.03% 564
2022
Q3 		– Sell
-42,989
Closed -$1.17M – 1343
2022
Q2 		$1.17M Buy
42,989
+1,188
+3% +$35.4K 0.02% 673
2022
Q1 		$1.35M Buy
41,801
+374
+0.9% +$11.8K 0.02% 680
2021
Q4 		$1.44M Buy
+41,427
New +$1.35M 0.02% 685
2019
Q4 		– Sell
-110,742
Closed -$3.09M – 828
2019
Q3 		$3.09M Buy
110,742
+11,728
+12% +$318K 0.11% 165
2019
Q2 		$2.59M Buy
99,014
+98,428
+16,797% +$2.57M 0.08% 186
2019
Q1 		$15K Buy
+586
New +$14.5K ﹤0.01% 589

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Brinker Capital Investments's FREL Position: Q4 2024 in Review

Brinker Capital Investments sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 57,875 shares — an estimated $1.71M sold.

Brinker Capital Investments first reported a position in FREL in Q1 2019 and held it in 10 quarters. The position peaked at $3.09M in Q3 2019. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Brinker Capital Investments reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 57,875 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $1.71M.
  • Brinker Capital Investments first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 10 quarters.
  • Brinker Capital Investments's Fidelity MSCI Real Estate Index ETF position peaked at $3.09M in Q3 2019.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Brinker Capital Investments's 13F filing for Q4 2024, filed 1 Aug 2025.