Kestra Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kestra Advisory Services’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 Q3	$1.62M	Buy	59,684 +13,892	+30%	+$408K	﹤0.01%	1606
2026 Q2	$1.34M	Sell	45,792 -1,741	-4%	-$50.5K	﹤0.01%	1624
2026 Q1	$1.28M	Buy	47,533 +2,692	+6%	+$74.9K	﹤0.01%	1565
2025 Q4	$1.21M	Sell	44,841 -1,303	-3%	-$35.6K	0.01%	1523
2025 Q3	$1.28M	Sell	46,144 -6,903	-13%	-$190K	0.01%	1422
2025 Q2	$1.43M	Buy	53,047 +7,232	+16%	+$193K	0.01%	1273
2025 Q1	$1.26M	Buy	45,815 +7,653	+20%	+$210K	0.01%	1246
2024 Q4	$1.03M	Sell	38,162 -1,658	-4%	-$47.4K	0.01%	1401
2024 Q3	$1.17M	Buy	39,820 +595	+2%	+$16.6K	0.01%	1236
2024 Q2	$829K	Buy	39,225 +12,034	+44%	+$299K	﹤0.01%	1440
2024 Q1	$709K	Buy	27,191 +1,886	+7%	+$48.6K	﹤0.01%	1449
2023 Q4	$674K	Buy	25,305 +5,476	+28%	+$130K	0.01%	1344
2023 Q3	$451K	Buy	19,829 +951	+5%	+$23.5K	﹤0.01%	1425
2023 Q2	$474K	Sell	18,878 -7,918	-30%	-$194K	﹤0.01%	1345
2023 Q1	$667K	Buy	26,796 +7,316	+38%	+$189K	0.01%	1133
2022 Q4	$483K	Sell	19,480 -39,622	-67%	-$980K	﹤0.01%	1431
2022 Q3	$1.41M	Sell	59,102 -75,582	-56%	-$2.11M	0.02%	814
2022 Q2	$3.66M	Sell	134,684 -7,478	-5%	-$223K	0.04%	455
2022 Q1	$4.6M	Buy	142,162 +12,149	+9%	+$385K	0.05%	392
2021 Q4	$4.51M	Sell	130,013 -156,537	-55%	-$5.1M	0.05%	406
2021 Q3	$8.71M	Buy	286,550 +168,650	+143%	+$5.34M	0.09%	253
2021 Q2	$3.59M	Buy	117,900 +89,708	+318%	+$2.66M	0.04%	454
2021 Q1	$775K	Sell	28,192 -3,513	-11%	-$92.3K	0.01%	980
2020 Q4	$796K	Buy	31,705 +4,044	+15%	+$100K	0.01%	974
2020 Q3	$650K	Buy	+27,661	New	+$661K	0.01%	773

Other funds holding FREL

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Kestra Advisory Services's FREL Position: Q3 2026 in Review

Kestra Advisory Services increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 30% in Q3 2026, buying an estimated $408K and bringing the position to 59,684 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Kestra Advisory Services first reported a position in FREL in Q3 2020 and has held it in 25 quarters since. The position peaked at $8.71M in Q3 2021. 110 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

Kestra Advisory Services held 59,684 shares of Fidelity MSCI Real Estate Index ETF worth $1.62M as of Q3 2026.
Kestra Advisory Services bought 13,892 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $408K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1606 holding.
Kestra Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $8.71M in Q3 2021.
110 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.