JY
FREL icon

Jeff Yass’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Jeff Yass’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 		$1.31M Sell
44,615
-10,593
-19% -$307K ﹤0.01% 7506
2026
Q1 		$1.49M Buy
55,208
+32,876
+147% +$915K ﹤0.01% 6906
2025
Q4 		$601K Sell
22,332
-4,826
-18% -$132K ﹤0.01% 8371
2025
Q3 		$755K Sell
27,158
-23,188
-46% -$638K ﹤0.01% 8009
2025
Q2 		$1.36M Buy
+50,346
New +$1.35M ﹤0.01% 6666
2025
Q1 		– Sell
-22,845
Closed -$617K – 12797
2024
Q4 		$617K Buy
22,845
+13,812
+153% +$395K ﹤0.01% 8162
2024
Q3 		$266K Sell
9,033
-12,162
-57% -$338K ﹤0.01% 9848
2024
Q2 		$537K Buy
21,195
+9,961
+89% +$248K ﹤0.01% 8096
2024
Q1 		$293K Buy
11,234
+1,854
+20% +$47.8K ﹤0.01% 9752
2023
Q4 		$250K Buy
+9,380
New +$223K ﹤0.01% 10215
2023
Q3 		– Sell
-41,768
Closed -$1.05M – 12303
2023
Q2 		$1.05M Buy
41,768
+10,961
+36% +$269K ﹤0.01% 6560
2023
Q1 		$767K Sell
30,807
-19,836
-39% -$512K ﹤0.01% 7503
2022
Q4 		$1.26M Buy
50,643
+39,122
+340% +$968K ﹤0.01% 5688
2022
Q3 		$276K Sell
11,521
-40,979
-78% -$1.14M ﹤0.01% 10002
2022
Q2 		$1.43M Buy
52,500
+31,982
+156% +$952K ﹤0.01% 5673
2022
Q1 		$665K Buy
20,518
+13,519
+193% +$428K ﹤0.01% 8218
2021
Q4 		$243K Buy
+6,999
New +$228K ﹤0.01% 11014
2021
Q3 		– Sell
-45,883
Closed -$1.4M – 12977
2021
Q2 		$1.4M Buy
45,883
+1,884
+4% +$55.8K ﹤0.01% 6848
2021
Q1 		$1.21M Buy
43,999
+12,836
+41% +$337K ﹤0.01% 7217
2020
Q4 		$791K Sell
31,163
-17,675
-36% -$436K ﹤0.01% 7244
2020
Q3 		$1.15M Buy
48,838
+39,306
+412% +$939K ﹤0.01% 5772
2020
Q2 		$223K Sell
9,532
-236,212
-96% -$5.32M ﹤0.01% 8849
2020
Q1 		$5.11M Buy
245,744
+223,008
+981% +$5.88M ﹤0.01% 2542
2019
Q4 		$633K Buy
+22,736
New +$630K ﹤0.01% 6478
2019
Q3 		– Sell
-18,480
Closed -$484K – 10367
2019
Q2 		$484K Buy
+18,480
New +$483K ﹤0.01% 7332
2019
Q1 		– Sell
-46,290
Closed -$1.04M – 9168
2018
Q4 		$1.04M Buy
+46,290
New +$1.09M ﹤0.01% 4598
2018
Q3 		– Sell
-34,618
Closed -$850K – 9543
2018
Q2 		$850K Buy
34,618
+20,773
+150% +$486K ﹤0.01% 5702
2018
Q1 		$317K Buy
13,845
+4,119
+42% +$95.2K ﹤0.01% 7537
2017
Q4 		$240K Sell
9,726
-32,055
-77% -$792K ﹤0.01% 7946
2017
Q3 		$1.01M Buy
+41,781
New +$1.02M ﹤0.01% 5243
2017
Q1 		– Sell
-82,470
Closed -$1.93M – 9245
2016
Q4 		$1.93M Buy
+82,470
New +$1.9M ﹤0.01% 4139
2016
Q1 		– Sell
-11,811
Closed -$267K – 9222
2015
Q4 		$267K Buy
+11,811
New +$265K ﹤0.01% 7912

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

Jeff Yass's FREL Position: Q2 2026 in Review

Jeff Yass reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 19% in Q2 2026, selling an estimated $307K and leaving 44,615 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #7506.

Jeff Yass first reported a position in FREL in Q4 2015 and has held it in 32 quarters since. The position peaked at $5.11M in Q1 2020. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Jeff Yass held 44,615 shares of Fidelity MSCI Real Estate Index ETF worth $1.31M as of Q2 2026.
  • Jeff Yass sold 10,593 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $307K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7506 holding.
  • Jeff Yass first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2015 and has held it in 32 quarters since.
  • Jeff Yass's Fidelity MSCI Real Estate Index ETF position peaked at $5.11M in Q1 2020.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.