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 Q2	$907K	Buy	30,969 +1,042	+3%	+$30.2K	0.06%	122
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 $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fort Point Capital Partners's FREL Position: Q2 2026 in Review

Fort Point Capital Partners increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.5% in Q2 2026, buying an estimated $30.2K and bringing the position to 30,969 shares worth $907K. The position accounts for 0.06% of the portfolio, ranked #122.

Fort Point Capital Partners first reported a position in FREL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q4 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Fort Point Capital Partners held 30,969 shares of Fidelity MSCI Real Estate Index ETF worth $907K as of Q2 2026.
Fort Point Capital Partners bought 1,042 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $30.2K.
Fidelity MSCI Real Estate Index ETF made up 0.06% of Fort Point Capital Partners's portfolio in Q2 2026, its #122 holding.
Fort Point Capital Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 7 quarters since.
Fort Point Capital Partners's Fidelity MSCI Real Estate Index ETF position peaked at $2.45M in Q4 2024.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.