DAS
FREL icon

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

Diversify 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
Q1 		– Sell
-72,313
Closed -$2.04M – 451
2025
Q4 		$2.04M Buy
72,313
+9,520
+15% +$260K 0.06% 224
2025
Q3 		$1.7M Buy
62,793
+12,782
+26% +$352K 0.06% 238
2025
Q2 		$1.35M Buy
50,011
+10,574
+27% +$283K 0.05% 262
2025
Q1 		$1.05M Buy
39,437
+9,462
+32% +$260K 0.07% 208
2024
Q4 		$779K Sell
29,975
-12,346
-29% -$353K 0.04% 275
2024
Q3 		$1.23M Sell
42,321
-27,027
-39% -$752K 0.07% 226
2024
Q2 		$1.76M Sell
69,348
-61,222
-47% -$1.52M 0.1% 173
2024
Q1 		$3.35M Buy
+130,570
New +$3.36M 0.2% 107

Other funds holding FREL

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Lido Advisors
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CNC
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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 $377M AUM 15.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return