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Congress Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Congress Wealth 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
2025
Q2 		$1.96M Buy
72,388
+12,033
+20% +$322K 0.02% 562
2025
Q1 		$1.66M Sell
60,355
-111
-0.2% -$3.05K 0.02% 531
2024
Q4 		$1.63M Buy
60,466
+3,800
+7% +$109K 0.02% 439
2024
Q3 		$1.67M Buy
56,666
+10,186
+22% +$283K 0.02% 451
2024
Q2 		$1.18M Buy
+46,480
New +$1.16M 0.02% 407
2023
Q4 		– Sell
-31,294
Closed -$712K – 632
2023
Q3 		$712K Buy
31,294
+86
+0.3% +$2.13K 0.01% 409
2023
Q2 		$783K Sell
31,208
-4,159
-12% -$102K 0.02% 362
2023
Q1 		$881K Sell
35,367
-579
-2% -$14.9K 0.02% 356
2022
Q4 		$892K Sell
35,946
-362
-1% -$8.96K 0.02% 348
2022
Q3 		$868K Sell
36,308
-1,825
-5% -$50.9K 0.02% 341
2022
Q2 		$1.04M Buy
38,133
+321
+0.8% +$9.55K 0.03% 332
2022
Q1 		$1.23M Sell
37,812
-15,999
-30% -$507K 0.03% 328
2021
Q4 		$1.87M Buy
+53,811
New +$1.75M 0.04% 315

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Congress Wealth Management's FREL Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 20% in Q2 2025, buying an estimated $322K and bringing the position to 72,388 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #562.

Congress Wealth Management first reported a position in FREL in Q4 2021 and has held it in 13 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Congress Wealth Management held 72,388 shares of Fidelity MSCI Real Estate Index ETF worth $1.96M as of Q2 2025.
  • Congress Wealth Management bought 12,033 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $322K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #562 holding.
  • Congress Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 13 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.