Fort Point Capital Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Fort Point Capital Partners’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	$805K	Sell	29,927 -398	-1%	-$11.1K	0.1%	113
2025 Q4	$843K	Sell	30,325 -1,026	-3%	-$28K	0.09%	114
2025 Q3	$872K	Sell	31,351 -154	-0.5%	-$4.24K	0.1%	114
2025 Q2	$852K	Sell	31,505 -54,618	-63%	-$1.46M	0.06%	166
2025 Q1	$2.37M	Sell	86,123 -4,519	-5%	-$124K	0.26%	74
2024 Q4	$2.45M	Buy	+90,642	New	+$2.59M	0.27%	72

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fort Point Capital Partners's FREL Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.3% in Q1 2026, selling an estimated $11.1K and leaving 29,927 shares worth $805K. The position accounts for 0.1% of the portfolio, ranked #113.

Fort Point Capital Partners first reported a position in FREL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.45M in Q4 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Fort Point Capital Partners held 29,927 shares of Fidelity MSCI Real Estate Index ETF worth $805K as of Q1 2026.
Fort Point Capital Partners sold 398 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $11.1K.
Fidelity MSCI Real Estate Index ETF made up 0.1% of Fort Point Capital Partners's portfolio in Q1 2026, its #113 holding.
Fort Point Capital Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 6 quarters since.
Fort Point Capital Partners's Fidelity MSCI Real Estate Index ETF position peaked at $2.45M in Q4 2024.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.