EP Wealth Advisors’s Fidelity Real Estate Income ETF FREI Stock Holding History

EP Wealth Advisors’s Portfolio FREI Stock Details FREI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32M	Buy	+54,937	New	+$1.36M	0.01%	618

Other funds holding FREI

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

EP Wealth Advisors's FREI Position: Q3 2026 in Review

EP Wealth Advisors opened a new position in Fidelity Real Estate Income ETF (FREI) in Q3 2026: 54,937 shares worth $1.32M. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

7 funds tracked by Wall St. Rank hold FREI as of Q3 2026.

EP Wealth Advisors held 54,937 shares of Fidelity Real Estate Income ETF worth $1.32M as of Q3 2026.
Fidelity Real Estate Income ETF was a new EP Wealth Advisors position in Q3 2026.
Fidelity Real Estate Income ETF made up 0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #618 holding.
7 funds tracked by Wall St. Rank held Fidelity Real Estate Income ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.