CIAS
FREL icon

Capital Investment Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Capital Investment Advisory Services’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 		$498K Buy
16,989
+469
+3% +$13.6K 0.03% 444
2026
Q1 		$445K Buy
16,520
+5,691
+53% +$158K 0.03% 421
2025
Q4 		$291K Buy
10,829
+2,127
+24% +$58K 0.02% 503
2025
Q3 		$242K Buy
8,702
+2,092
+32% +$57.6K 0.02% 532
2025
Q2 		$179K Sell
6,610
-409
-6% -$10.9K 0.01% 576
2025
Q1 		$193K Buy
7,019
+5,001
+248% +$138K 0.02% 544
2024
Q4 		$54.5K Buy
2,018
+787
+64% +$22.5K 0.01% 645
2024
Q3 		$36.3K Buy
1,231
+766
+165% +$21.3K ﹤0.01% 730
2024
Q2 		$11.8K Buy
465
+20
+4% +$498 ﹤0.01% 816
2024
Q1 		$11.6K Buy
445
+4
+0.9% +$103 ﹤0.01% 809
2023
Q4 		$11.8K Buy
441
+3
+0.7% +$71 ﹤0.01% 820
2023
Q3 		$9.96K Buy
438
+42
+11% +$1.04K ﹤0.01% 794
2023
Q2 		$9.94K Buy
396
+4
+1% +$98 ﹤0.01% 752
2023
Q1 		$9.78K Buy
392
+5
+1% +$129 ﹤0.01% 739
2022
Q4 		$9.61K Buy
387
+2
+0.5% +$49 ﹤0.01% 755
2022
Q3 		$9K Buy
385
+4
+1% +$111 ﹤0.01% 703
2022
Q2 		$10K Buy
381
+3
+0.8% +$89 ﹤0.01% 714
2022
Q1 		$12K Buy
378
+3
+0.8% +$95 ﹤0.01% 732
2021
Q4 		$13K Hold
375
– – ﹤0.01% 707
2021
Q3 		$11K Hold
375
– – ﹤0.01% 673
2021
Q2 		$11K Hold
375
– – ﹤0.01% 698
2021
Q1 		$10K Hold
375
– – ﹤0.01% 651
2020
Q4 		$10K Hold
375
– – ﹤0.01% 619
2020
Q3 		$9K Hold
375
– – ﹤0.01% 551
2020
Q2 		$9K Hold
375
– – ﹤0.01% 488
2020
Q1 		$8K Buy
+375
New +$9.88K ﹤0.01% 477
2019
Q4 		– Sell
-375
Closed -$10K – 813
2019
Q3 		$10K Buy
+375
New +$10.2K ﹤0.01% 982

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Capital Investment Advisory Services's FREL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 16,989 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #444.

Capital Investment Advisory Services first reported a position in FREL in Q3 2019 and has held it in 27 quarters since. 57 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Capital Investment Advisory Services held 16,989 shares of Fidelity MSCI Real Estate Index ETF worth $498K as of Q2 2026.
  • Capital Investment Advisory Services bought 469 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $13.6K.
  • Fidelity MSCI Real Estate Index ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #444 holding.
  • Capital Investment Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and has held it in 27 quarters since.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.