LA
FREL icon

Lynch & Associates’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Lynch & Associates’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 		$410K Buy
13,991
+1,322
+10% +$38.3K 0.07% 112
2026
Q1 		$341K Buy
12,669
+786
+7% +$21.9K 0.06% 109
2025
Q4 		$320K Sell
11,883
-189
-2% -$5.16K 0.06% 111
2025
Q3 		$336K Buy
12,072
+100
+0.8% +$2.75K 0.06% 110
2025
Q2 		$324K Sell
11,972
-175
-1% -$4.68K 0.07% 111
2025
Q1 		$334K Buy
12,147
+835
+7% +$23K 0.07% 105
2024
Q4 		$306K Sell
11,312
-192
-2% -$5.49K 0.07% 108
2024
Q3 		$339K Buy
11,504
+433
+4% +$12K 0.07% 105
2024
Q2 		$281K Buy
11,071
+599
+6% +$14.9K 0.06% 111
2024
Q1 		$273K Buy
10,472
+1,270
+14% +$32.7K 0.06% 110
2023
Q4 		$245K Buy
+9,202
New +$219K 0.06% 111
2022
Q4 		– Sell
-8,547
Closed -$204K – 103
2022
Q3 		$204K Buy
8,547
+572
+7% +$15.9K 0.06% 101
2022
Q2 		$217K Sell
7,975
-7
-0.1% -$208 0.06% 96
2022
Q1 		$259K Buy
7,982
+320
+4% +$10.1K 0.06% 96
2021
Q4 		$266K Buy
7,662
+728
+10% +$23.7K 0.06% 97
2021
Q3 		$211K Buy
+6,934
New +$220K 0.05% 98

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

Lynch & Associates's FREL Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 10% in Q2 2026, buying an estimated $38.3K and bringing the position to 13,991 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #112.

Lynch & Associates first reported a position in FREL in Q3 2021 and has held it in 16 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Lynch & Associates held 13,991 shares of Fidelity MSCI Real Estate Index ETF worth $410K as of Q2 2026.
  • Lynch & Associates bought 1,322 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $38.3K.
  • Fidelity MSCI Real Estate Index ETF made up 0.07% of Lynch & Associates's portfolio in Q2 2026, its #112 holding.
  • Lynch & Associates first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and has held it in 16 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.