Corient Private Wealth
FREL icon

Corient Private Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Corient Private Wealth’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 		$220K Sell
7,525
-139
-2% -$4.03K ﹤0.01% 2755
2026
Q1 		$206K Sell
7,664
-426
-5% -$11.9K ﹤0.01% 2545
2025
Q4 		$218K Buy
8,090
+411
+5% +$11.2K ﹤0.01% 2377
2025
Q3 		$214K Sell
7,679
-1,872
-20% -$51.5K ﹤0.01% 2318
2025
Q2 		$258K Buy
+9,551
New +$255K ﹤0.01% 2085
2025
Q1 		– Sell
-7,489
Closed -$202K – 2340
2024
Q4 		$202K Buy
+7,489
New +$214K ﹤0.01% 2111

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

Corient Private Wealth's FREL Position: Q2 2026 in Review

Corient Private Wealth reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.8% in Q2 2026, selling an estimated $4.03K and leaving 7,525 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

Corient Private Wealth first reported a position in FREL in Q4 2024 and has held it in 6 quarters since. The position peaked at $258K in Q2 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Corient Private Wealth held 7,525 shares of Fidelity MSCI Real Estate Index ETF worth $220K as of Q2 2026.
  • Corient Private Wealth sold 139 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $4.03K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2755 holding.
  • Corient Private Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Corient Private Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $258K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.