Capital Analysts LLC’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Capital Analysts LLC’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	–	Sell	-56	Closed	-$2K	–	1399
2025 Q1	$2K	Buy	+56	New	+$1.54K	﹤0.01%	1305
2024 Q2	–	Sell	-21,987	Closed	-$574K	–	1217
2024 Q1	$574K	Buy	21,987 +2,174	+11%	+$56K	0.03%	301
2023 Q4	$528K	Sell	19,813 -4,176	-17%	-$99.4K	0.03%	304
2023 Q3	$546K	Sell	23,989 -37	-0.2%	-$915	0.03%	289
2023 Q2	$603K	Buy	24,026 +1,079	+5%	+$26.5K	0.03%	277
2023 Q1	$572K	Buy	22,947 +6,353	+38%	+$164K	0.03%	280
2022 Q4	$412K	Buy	+16,594	New	+$410K	0.03%	316

Other funds holding FREL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital Analysts LLC's FREL Position: Q2 2025 in Review

Capital Analysts LLC sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2025, closing a stake of 56 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in FREL in Q4 2022 and held it in 7 quarters. The position peaked at $603K in Q2 2023. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

Capital Analysts LLC reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 56 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $2K.
Capital Analysts LLC first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 7 quarters.
Capital Analysts LLC's Fidelity MSCI Real Estate Index ETF position peaked at $603K in Q2 2023.
210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.