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David Shaw’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

David Shaw’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 		$1.18M Buy
40,330
+27,078
+204% +$785K ﹤0.01% 3627
2026
Q1 		$357K Sell
13,252
-2,633
-17% -$73.3K ﹤0.01% 4008
2025
Q4 		$427K Buy
+15,885
New +$434K ﹤0.01% 3997
2024
Q3 		– Sell
-24,256
Closed -$615K – 4644
2024
Q2 		$615K Buy
24,256
+13,569
+127% +$338K ﹤0.01% 3498
2024
Q1 		$279K Buy
+10,687
New +$275K ﹤0.01% 3763

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

David Shaw's FREL Position: Q2 2026 in Review

David Shaw increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 204% in Q2 2026, buying an estimated $785K and bringing the position to 40,330 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

David Shaw first reported a position in FREL in Q1 2024 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • David Shaw held 40,330 shares of Fidelity MSCI Real Estate Index ETF worth $1.18M as of Q2 2026.
  • David Shaw bought 27,078 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $785K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3627 holding.
  • David Shaw first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and has held it in 5 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.