Marks Group Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Marks Group Wealth 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 Q1	$1.5M	Hold	55,559	–	–	0.14%	160
2025 Q4	$1.49M	Hold	55,559	–	–	0.14%	152
2025 Q3	$1.55M	Sell	55,559 -5,919	-10%	-$163K	0.14%	139
2025 Q2	$1.66M	Hold	61,478	–	–	0.15%	134
2025 Q1	$1.69M	Buy	61,478 +989	+2%	+$27.2K	0.16%	135
2024 Q4	$1.63M	Sell	60,489 -7,835	-11%	-$224K	0.16%	132
2024 Q3	$2.01M	Hold	68,324	–	–	0.19%	125
2024 Q2	$1.73M	Sell	68,324 -12,436	-15%	-$309K	0.18%	133
2024 Q1	$2.11M	Hold	80,760	–	–	0.22%	120
2023 Q4	$2.15M	Hold	80,760	–	–	0.25%	116
2023 Q3	$1.84M	Buy	+80,760	New	+$2M	0.23%	126

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marks Group Wealth Management's FREL Position: Q1 2026 in Review

Marks Group Wealth Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 55,559 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #160.

Marks Group Wealth Management first reported a position in FREL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2023. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Marks Group Wealth Management held 55,559 shares of Fidelity MSCI Real Estate Index ETF worth $1.5M as of Q1 2026.
Marks Group Wealth Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Real Estate Index ETF made up 0.14% of Marks Group Wealth Management's portfolio in Q1 2026, its #160 holding.
Marks Group Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2023 and has held it in 11 quarters since.
Marks Group Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $2.15M in Q4 2023.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.