JO
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John Overdeck’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

John Overdeck’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 		– Sell
-575,000
Closed -$15.5M – 5183
2026
Q1 		$15.5M Buy
575,000
+260,100
+83% +$7.24M 0.01% 1122
2025
Q4 		$8.47M Buy
+314,900
New +$8.59M 0.01% 1237

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

John Overdeck's FREL Position: Q2 2026 in Review

John Overdeck sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 575,000 shares — an estimated $15.5M sold.

John Overdeck first reported a position in FREL in Q4 2025 and held it in 2 quarters. The position peaked at $15.5M in Q1 2026. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • John Overdeck reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 575,000 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $15.5M.
  • John Overdeck first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and held it in 2 quarters.
  • John Overdeck's Fidelity MSCI Real Estate Index ETF position peaked at $15.5M in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.