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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
Q3 		– Sell
-13,991
Closed -$410K – 127
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

T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Lynch & Associates's FREL Position: Q3 2026 in Review

Lynch & Associates sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2026, closing a stake of 13,991 shares — an estimated $410K sold.

Lynch & Associates first reported a position in FREL in Q3 2021 and held it in 16 quarters. The position peaked at $410K in Q2 2026. 28 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Lynch & Associates reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2026 after selling out during the quarter.
  • Lynch & Associates sold 13,991 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $410K.
  • Lynch & Associates first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 16 quarters.
  • Lynch & Associates's Fidelity MSCI Real Estate Index ETF position peaked at $410K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.