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Brookstone Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Brookstone Capital Management’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 		$348K Sell
11,861
-718
-6% -$20.8K ﹤0.01% 1045
2026
Q1 		$338K Sell
12,579
-160
-1% -$4.46K ﹤0.01% 991
2025
Q4 		$343K Sell
12,739
-585
-4% -$16K ﹤0.01% 950
2025
Q3 		$371K Sell
13,324
-336
-2% -$9.25K ﹤0.01% 910
2025
Q2 		$369K Sell
13,660
-731
-5% -$19.5K ﹤0.01% 833
2025
Q1 		$395K Sell
14,391
-4,253
-23% -$117K 0.01% 773
2024
Q4 		$504K Sell
18,644
-182
-1% -$5.21K 0.01% 692
2024
Q3 		$555K Buy
18,826
+165
+0.9% +$4.59K 0.01% 665
2024
Q2 		$506K Sell
18,661
-3,157
-14% -$78.6K 0.01% 654
2024
Q1 		$569K Sell
21,818
-1,812
-8% -$46.7K 0.01% 596
2023
Q4 		$630K Sell
23,630
-9,124
-28% -$217K 0.01% 549
2023
Q3 		$717K Sell
32,754
-10,655
-25% -$264K 0.02% 497
2023
Q2 		$1.09M Sell
43,409
-71,971
-62% -$1.77M 0.02% 419
2023
Q1 		$2.87M Buy
115,380
+38,202
+49% +$986K 0.06% 265
2022
Q4 		$1.96M Sell
77,178
-4,622
-6% -$114K 0.04% 317
2022
Q3 		$1.87M Sell
81,800
-255,433
-76% -$7.12M 0.04% 298
2022
Q2 		$9.26M Buy
337,233
+93,496
+38% +$2.78M 0.21% 120
2022
Q1 		$7.9M Sell
243,737
-1,208,164
-83% -$38.3M 0.15% 135
2021
Q4 		$48.3M Sell
1,451,901
-547,178
-27% -$17.8M 0.83% 27
2021
Q3 		$62.8M Buy
1,999,079
+889,665
+80% +$28.2M 1.13% 15
2021
Q2 		$34.6M Buy
+1,109,414
New +$32.9M 0.62% 46

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

Brookstone Capital Management's FREL Position: Q2 2026 in Review

Brookstone Capital Management reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.7% in Q2 2026, selling an estimated $20.8K and leaving 11,861 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Brookstone Capital Management first reported a position in FREL in Q2 2021 and has held it in 21 quarters since. The position peaked at $62.8M in Q3 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Brookstone Capital Management held 11,861 shares of Fidelity MSCI Real Estate Index ETF worth $348K as of Q2 2026.
  • Brookstone Capital Management sold 718 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $20.8K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1045 holding.
  • Brookstone Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 21 quarters since.
  • Brookstone Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $62.8M in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.