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EP Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

EP Wealth Advisors’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 		$4.25M Buy
+145,026
New +$4.21M 0.02% 413
2025
Q2 		$407K Sell
15,066
-487
-3% -$13K ﹤0.01% 868
2025
Q1 		$427K Sell
15,553
-2,578
-14% -$70.9K ﹤0.01% 762
2024
Q4 		$490K Sell
18,131
-391
-2% -$11.2K ﹤0.01% 701
2024
Q3 		$546K Sell
18,522
-629
-3% -$17.5K ﹤0.01% 661
2024
Q2 		$485K Sell
19,151
-1,443
-7% -$35.9K 0.01% 542
2024
Q1 		$537K Sell
20,594
-3,848
-16% -$99.1K 0.01% 500
2023
Q4 		$651K Buy
24,442
+1,702
+7% +$40.5K 0.01% 441
2023
Q3 		$517K Buy
22,740
+17,662
+348% +$437K 0.01% 459
2023
Q2 		$643K Buy
5,078
+3,305
+186% +$81.1K 0.01% 415
2023
Q1 		$259K Buy
+1,773
New +$45.8K ﹤0.01% 521

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

EP Wealth Advisors's FREL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 145,026 shares worth $4.25M. The stake represents 0.02% of the portfolio and ranks #413 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FREL as recently as Q2 2025.

EP Wealth Advisors first reported a position in FREL in Q1 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • EP Wealth Advisors held 145,026 shares of Fidelity MSCI Real Estate Index ETF worth $4.25M as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new EP Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • EP Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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