GRP
FREL icon

Global Retirement Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Global Retirement 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 		$720K Buy
+24,581
New +$713K 0.01% 868
2025
Q4 		$628K Buy
23,369
+1,436
+7% +$39.2K 0.01% 838
2025
Q3 		$610K Buy
21,933
+6,469
+42% +$178K 0.01% 700
2025
Q2 		$418K Buy
+15,464
New +$413K 0.01% 792
2024
Q4 		$512K Buy
18,944
+1,491
+9% +$42.7K 0.01% 630
2024
Q3 		$515K Buy
17,453
+2,327
+15% +$64.7K 0.02% 623
2024
Q2 		$383K Sell
15,126
-1,758
-10% -$43.7K 0.01% 683
2024
Q1 		$441K Sell
16,884
-552
-3% -$14.2K 0.02% 558
2023
Q4 		$455K Buy
17,436
+1,418
+9% +$33.8K 0.02% 522
2023
Q3 		$354K Buy
16,018
+373
+2% +$9.22K 0.02% 517
2023
Q2 		$393K Sell
15,645
-558
-3% -$13.7K 0.02% 506
2023
Q1 		$393K Sell
16,203
-3,206
-17% -$82.8K 0.02% 478
2022
Q4 		$482K Sell
19,409
-153
-0.8% -$3.79K 0.03% 378
2022
Q3 		$484K Buy
19,562
+7,450
+62% +$208K 0.04% 373
2022
Q2 		$329K Buy
12,112
+40
+0.3% +$1.19K 0.03% 440
2022
Q1 		$349K Buy
+12,072
New +$382K 0.03% 425
2021
Q4 		– Sell
-8,942
Closed -$272K – 786
2021
Q3 		$272K Buy
8,942
+2,475
+38% +$78.3K 0.03% 410
2021
Q2 		$197K Sell
6,467
-95
-1% -$2.82K 0.02% 456
2021
Q1 		$180K Buy
6,562
+13
+0.2% +$342 0.02% 432
2020
Q4 		$166K Buy
6,549
+574
+10% +$14.2K 0.02% 432
2020
Q3 		$140K Sell
5,975
-808
-12% -$19.3K 0.02% 423
2020
Q2 		$159K Buy
6,783
+1,596
+31% +$36K 0.03% 398
2020
Q1 		$108K Buy
5,187
+709
+16% +$18.7K 0.02% 422
2019
Q4 		$125K Sell
4,478
-9,822
-69% -$272K 0.02% 442
2019
Q3 		$399K Sell
14,300
-1,154
-7% -$31.3K 0.07% 247
2019
Q2 		$405K Sell
15,454
-843
-5% -$22K 0.08% 217
2019
Q1 		$423K Sell
16,297
-7,583
-32% -$188K 0.1% 178
2018
Q4 		$535K Buy
23,880
+1,103
+5% +$26K 0.14% 148
2018
Q3 		$548K Buy
22,777
+1,666
+8% +$41.3K 0.12% 159
2018
Q2 		$518K Sell
21,111
-6,187
-23% -$145K 0.13% 160
2018
Q1 		$625K Sell
27,298
-14,055
-34% -$325K 0.17% 128
2017
Q4 		$1.02M Buy
41,353
+11,408
+38% +$282K 0.28% 74
2017
Q3 		$727K Buy
29,945
+12,627
+73% +$308K 0.3% 70
2017
Q2 		$419K Sell
17,318
-17,791
-51% -$430K 0.2% 113
2017
Q1 		$838K Buy
+35,109
New +$833K 0.47% 35

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

Global Retirement Partners's FREL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 24,581 shares worth $720K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FREL as recently as Q4 2025.

Global Retirement Partners first reported a position in FREL in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.02M in Q4 2017. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Global Retirement Partners held 24,581 shares of Fidelity MSCI Real Estate Index ETF worth $720K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #868 holding.
  • Global Retirement Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2017 and has held it in 35 quarters since.
  • Global Retirement Partners's Fidelity MSCI Real Estate Index ETF position peaked at $1.02M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.