FFA
FREL icon

Farther Finance Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Farther Finance 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
Q3 		$1.41M Sell
51,802
-775
-1% -$22.8K 0.01% 948
2026
Q2 		$1.54M Sell
52,577
-5,191
-9% -$151K 0.01% 864
2026
Q1 		$1.56M Buy
57,768
+7,261
+14% +$202K 0.01% 759
2025
Q4 		$1.36M Buy
50,507
+5,885
+13% +$161K 0.01% 747
2025
Q3 		$1.24M Buy
44,622
+3,195
+8% +$88K 0.02% 628
2025
Q2 		$1.12M Buy
41,427
+1,177
+3% +$31.5K 0.02% 549
2025
Q1 		$1.11M Buy
40,250
+6,243
+18% +$172K 0.03% 468
2024
Q4 		$919K Buy
34,007
+33,746
+12,930% +$965K 0.03% 391
2024
Q3 		$7.26K Hold
261
– – ﹤0.01% 2498
2024
Q2 		$6.55K Buy
261
+2
+0.8% +$50 ﹤0.01% 2269
2024
Q1 		$6.63K Buy
259
+3
+1% +$77 ﹤0.01% 1936
2023
Q4 		$6.83K Buy
+256
New +$6.1K ﹤0.01% 1810

Other funds holding FREL

T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's FREL Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.5% in Q3 2026, selling an estimated $22.8K and leaving 51,802 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #948.

Farther Finance Advisors first reported a position in FREL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q1 2026. 17 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Farther Finance Advisors held 51,802 shares of Fidelity MSCI Real Estate Index ETF worth $1.41M as of Q3 2026.
  • Farther Finance Advisors sold 775 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $22.8K.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #948 holding.
  • Farther Finance Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $1.56M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.