Life Planning Partners
FREL icon

Life Planning Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Life Planning 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
Q3 		$956K Sell
35,156
-2,076
-6% -$61K 0.76% 32
2026
Q2 		$1.09M Sell
37,232
-3,660
-9% -$106K 0.81% 32
2026
Q1 		$1.1M Sell
40,892
-746
-2% -$20.8K 0.84% 31
2025
Q4 		$1.12M Sell
41,638
-758
-2% -$20.7K 0.86% 31
2025
Q3 		$1.18M Buy
42,396
+119
+0.3% +$3.28K 0.86% 32
2025
Q2 		$1.14M Sell
42,277
-598
-1% -$16K 0.91% 30
2025
Q1 		$1.18M Buy
42,875
+18
+0% +$495 1.07% 24
2024
Q4 		$1.16M Buy
42,857
+32
+0.1% +$915 1.07% 23
2024
Q3 		$1.26M Buy
42,825
+221
+0.5% +$6.15K 1.13% 21
2024
Q2 		$1.08M Buy
42,604
+218
+0.5% +$5.42K 0.98% 24
2024
Q1 		$1.11M Buy
42,386
+2,875
+7% +$74.1K 1.1% 24
2023
Q4 		$1.05M Buy
+39,511
New +$941K 1.04% 24
2022
Q3 		$1.11M Sell
46,302
-618
-1% -$17.2K 1.27% 21
2022
Q2 		$1.28M Buy
46,920
+10
+0% +$298 1.44% 19
2022
Q1 		$1.52M Sell
46,910
-858
-2% -$27.2K 1.55% 19
2021
Q4 		$1.66M Buy
+47,768
New +$1.56M 1.67% 17

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Life Planning Partners's FREL Position: Q3 2026 in Review

Life Planning Partners reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.6% in Q3 2026, selling an estimated $61K and leaving 35,156 shares worth $956K. The position accounts for 0.76% of the portfolio, ranked #32.

Life Planning Partners first reported a position in FREL in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.66M in Q4 2021. 150 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Life Planning Partners held 35,156 shares of Fidelity MSCI Real Estate Index ETF worth $956K as of Q3 2026.
  • Life Planning Partners sold 2,076 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $61K.
  • Fidelity MSCI Real Estate Index ETF made up 0.76% of Life Planning Partners's portfolio in Q3 2026, its #32 holding.
  • Life Planning Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's Fidelity MSCI Real Estate Index ETF position peaked at $1.66M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.