FP
FREL icon

Financial Perspectives’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Financial Perspectives’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 		$93.2K Buy
3,181
+29
+0.9% +$841 0.02% 252
2026
Q1 		$84.8K Buy
3,152
+29
+0.9% +$807 0.02% 250
2025
Q4 		$84K Buy
3,123
+25
+0.8% +$682 0.02% 250
2025
Q3 		$86.2K Buy
3,098
+25
+0.8% +$688 0.02% 252
2025
Q2 		$83.1K Buy
3,073
+30
+1% +$802 0.03% 245
2025
Q1 		$83.6K Buy
3,043
+28
+0.9% +$770 0.03% 235
2024
Q4 		$81.5K Buy
3,015
+25
+0.8% +$715 0.03% 248
2024
Q3 		$88.1K Buy
2,990
+22
+0.7% +$612 0.03% 223
2024
Q2 		$75.2K Buy
2,968
+29
+1% +$722 0.03% 229
2024
Q1 		$76.7K Buy
2,939
+29
+1% +$747 0.03% 233
2023
Q4 		$77.6K Buy
2,910
+22
+0.8% +$524 0.03% 232
2023
Q3 		$65.7K Buy
2,888
+27
+0.9% +$668 0.03% 232
2023
Q2 		$71.8K Buy
2,861
+27
+1% +$662 0.03% 230
2023
Q1 		$70.6K Buy
2,834
+38
+1% +$981 0.03% 229
2022
Q4 		$69.4K Buy
2,796
+2
+0.1% +$49 0.04% 217
2022
Q3 		$66.8K Buy
2,794
+3
+0.1% +$84 0.04% 211
2022
Q2 		$75.8K Buy
2,791
+2
+0.1% +$60 0.04% 199
2022
Q1 		$90.3K Buy
2,789
+3
+0.1% +$95 0.04% 200
2021
Q4 		$96.7K Buy
2,786
+304
+12% +$9.91K 0.05% 178
2021
Q3 		$75.5K Buy
2,482
+16
+0.6% +$507 0.04% 195
2021
Q2 		$75K Buy
2,466
+17
+0.7% +$504 0.04% 215
2021
Q1 		$67.3K Hold
2,449
– – 0.04% 215
2020
Q4 		$62.2K Buy
2,449
+31
+1% +$765 0.04% 204
2020
Q3 		$56.8K Buy
2,418
+18
+0.8% +$430 0.04% 190
2020
Q2 		$56.1K Buy
2,400
+18
+0.8% +$406 0.04% 179
2020
Q1 		$49.5K Buy
2,382
+37
+2% +$975 0.04% 166
2019
Q4 		$65.3K Buy
+2,345
New +$65K 0.04% 155

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

Financial Perspectives's FREL Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.92% in Q2 2026, buying an estimated $841 and bringing the position to 3,181 shares worth $93.2K. The position accounts for 0.02% of the portfolio, ranked #252.

Financial Perspectives first reported a position in FREL in Q4 2019 and has held it in 27 quarters since. The position peaked at $96.7K in Q4 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Financial Perspectives held 3,181 shares of Fidelity MSCI Real Estate Index ETF worth $93.2K as of Q2 2026.
  • Financial Perspectives bought 29 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $841.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #252 holding.
  • Financial Perspectives first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Fidelity MSCI Real Estate Index ETF position peaked at $96.7K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.