Lodestar Private Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Lodestar Private Asset Management’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	$2.55M	Buy	87,011 +5,335	+7%	+$155K	0.22%	72
2026 Q1	$2.2M	Buy	81,676 +5,097	+7%	+$142K	0.22%	73
2025 Q4	$2.06M	Buy	76,579 +1,675	+2%	+$45.7K	0.21%	74
2025 Q3	$2.08M	Buy	74,904 +3,153	+4%	+$86.8K	0.22%	73
2025 Q2	$1.94M	Buy	71,751 +2,455	+4%	+$65.6K	0.22%	70
2025 Q1	$1.9M	Buy	69,296 +2,950	+4%	+$81.1K	0.24%	72
2024 Q4	$1.79M	Buy	66,346 +834	+1%	+$23.9K	0.22%	77
2024 Q3	$1.93M	Buy	65,512 +2,579	+4%	+$71.7K	0.25%	75
2024 Q2	$1.59M	Buy	62,933 +1,849	+3%	+$46K	0.22%	82
2024 Q1	$1.59M	Buy	61,084 +3,560	+6%	+$91.7K	0.23%	80
2023 Q4	$1.53M	Buy	57,524 +2,620	+5%	+$62.4K	0.24%	80
2023 Q3	$1.25M	Buy	54,904 +1,959	+4%	+$48.4K	0.21%	79
2023 Q2	$1.33M	Sell	52,945 -3,975	-7%	-$97.5K	0.22%	76
2023 Q1	$1.42M	Sell	56,920 -158	-0.3%	-$4.08K	0.25%	74
2022 Q4	$1.42M	Buy	+57,078	New	+$1.41M	0.27%	74

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lodestar Private Asset Management's FREL Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 6.5% in Q2 2026, buying an estimated $155K and bringing the position to 87,011 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #72.

Lodestar Private Asset Management first reported a position in FREL in Q4 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Lodestar Private Asset Management held 87,011 shares of Fidelity MSCI Real Estate Index ETF worth $2.55M as of Q2 2026.
Lodestar Private Asset Management bought 5,335 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $155K.
Fidelity MSCI Real Estate Index ETF made up 0.22% of Lodestar Private Asset Management's portfolio in Q2 2026, its #72 holding.
Lodestar Private Asset Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.