Creative Planning
FREL icon

Creative Planning’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Creative Planning’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
Q1 		$5.71M Sell
212,107
-12,278
-5% -$342K ﹤0.01% 1091
2025
Q4 		$6.03M Buy
224,385
+874
+0.4% +$23.9K ﹤0.01% 879
2025
Q3 		$6.22M Sell
223,511
-5,571
-2% -$153K ﹤0.01% 755
2025
Q2 		$6.19M Sell
229,082
-19,988
-8% -$534K 0.01% 690
2025
Q1 		$6.84M Sell
249,070
-7,894
-3% -$217K 0.01% 606
2024
Q4 		$6.94M Sell
256,964
-6,454
-2% -$185K 0.01% 558
2024
Q3 		$7.77M Sell
263,418
-8,029
-3% -$223K 0.01% 514
2024
Q2 		$6.88M Sell
271,447
-9,040
-3% -$225K 0.01% 521
2024
Q1 		$7.32M Sell
280,487
-4,391
-2% -$113K 0.01% 493
2023
Q4 		$7.59M Sell
284,878
-30,244
-10% -$720K 0.01% 452
2023
Q3 		$7.17M Sell
315,122
-5,973
-2% -$148K 0.01% 437
2023
Q2 		$8.06M Sell
321,095
-5,469
-2% -$134K 0.01% 398
2023
Q1 		$8.13M Sell
326,564
-11,467
-3% -$296K 0.01% 379
2022
Q4 		$8.39M Sell
338,031
-14,478
-4% -$358K 0.01% 373
2022
Q3 		$8.43M Buy
352,509
+7,188
+2% +$200K 0.01% 335
2022
Q2 		$9.38M Sell
345,321
-22,880
-6% -$681K 0.02% 333
2022
Q1 		$11.9M Buy
368,201
+9,613
+3% +$304K 0.02% 294
2021
Q4 		$12.4M Sell
358,588
-6,776
-2% -$221K 0.02% 247
2021
Q3 		$11.1M Sell
365,364
-59,562
-14% -$1.89M 0.02% 247
2021
Q2 		$12.9M Sell
424,926
-23,866
-5% -$707K 0.02% 225
2021
Q1 		$12.3M Sell
448,792
-15,469
-3% -$407K 0.02% 236
2020
Q4 		$11.8M Sell
464,261
-1,853
-0.4% -$45.7K 0.03% 229
2020
Q3 		$11M Sell
466,114
-17,372
-4% -$415K 0.03% 196
2020
Q2 		$11.3M Sell
483,486
-22,048
-4% -$497K 0.03% 179
2020
Q1 		$10.5M Buy
505,534
+236,161
+88% +$6.22M 0.04% 164
2019
Q4 		$7.5M Buy
269,373
+924
+0.3% +$25.6K 0.02% 239
2019
Q3 		$7.49M Buy
268,449
+20,293
+8% +$551K 0.02% 227
2019
Q2 		$6.5M Buy
248,156
+12,543
+5% +$328K 0.02% 242
2019
Q1 		$6.12M Buy
235,613
+4,554
+2% +$113K 0.02% 239
2018
Q4 		$5.17M Buy
231,059
+9,129
+4% +$215K 0.02% 241
2018
Q3 		$5.34M Buy
221,930
+24,922
+13% +$618K 0.02% 256
2018
Q2 		$4.83M Buy
197,008
+26,405
+15% +$618K 0.02% 259
2018
Q1 		$3.9M Buy
170,603
+24,560
+17% +$567K 0.02% 305
2017
Q4 		$3.61M Buy
146,043
+26,689
+22% +$659K 0.02% 312
2017
Q3 		$2.9M Buy
119,354
+40,745
+52% +$994K 0.01% 361
2017
Q2 		$1.9M Buy
78,609
+35,663
+83% +$861K 0.01% 448
2017
Q1 		$1.03M Buy
42,946
+17,454
+68% +$414K 0.01% 660
2016
Q4 		$598K Buy
25,492
+18,819
+282% +$433K ﹤0.01% 844
2016
Q3 		$163K Buy
+6,673
New +$167K ﹤0.01% 1519

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's FREL Position: Q1 2026 in Review

Creative Planning reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.5% in Q1 2026, selling an estimated $342K and leaving 212,107 shares worth $5.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Creative Planning first reported a position in FREL in Q3 2016 and has held it in 39 quarters since. The position peaked at $12.9M in Q2 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Creative Planning held 212,107 shares of Fidelity MSCI Real Estate Index ETF worth $5.71M as of Q1 2026.
  • Creative Planning sold 12,278 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $342K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1091 holding.
  • Creative Planning first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2016 and has held it in 39 quarters since.
  • Creative Planning's Fidelity MSCI Real Estate Index ETF position peaked at $12.9M in Q2 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.