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FREL icon

NewEdge Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

NewEdge Advisors’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 		$161 Hold
6
– – ﹤0.01% 4072
2025
Q4 		$161 Hold
6
– – ﹤0.01% 4145
2025
Q3 		$167 Hold
6
– – ﹤0.01% 4015
2025
Q2 		$162 Sell
6
-1
-14% -$27 ﹤0.01% 3885
2025
Q1 		$192 Sell
7
-8,360
-100% -$230K ﹤0.01% 3803
2024
Q4 		$226K Buy
8,367
+3
+0% +$86 ﹤0.01% 2029
2024
Q3 		$247K Sell
8,364
-318
-4% -$8.85K ﹤0.01% 1911
2024
Q2 		$220K Sell
8,682
-2,073
-19% -$51.6K ﹤0.01% 1867
2024
Q1 		$281K Sell
10,755
-1,721
-14% -$44.3K ﹤0.01% 1677
2023
Q4 		$332K Buy
12,476
+68
+0.5% +$1.62K ﹤0.01% 1500
2023
Q3 		$282K Sell
12,408
-671
-5% -$16.6K ﹤0.01% 1461
2023
Q2 		$328K Sell
13,079
-72
-0.5% -$1.77K ﹤0.01% 1415
2023
Q1 		$322K Sell
13,151
-2
-0% -$52 ﹤0.01% 1345
2022
Q4 		$326K Sell
13,153
-2,100
-14% -$51.9K 0.01% 961
2022
Q3 		$365K Sell
15,253
-124
-0.8% -$3.46K 0.01% 1102
2022
Q2 		$418K Buy
+15,377
New +$458K 0.01% 1067
2022
Q1 		– Sell
-12,639
Closed -$439K – 1328
2021
Q4 		$439K Buy
+12,639
New +$412K 0.01% 1134

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's FREL Position: Q1 2026 in Review

NewEdge Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 6 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

NewEdge Advisors first reported a position in FREL in Q4 2021 and has held it in 17 quarters since. The position peaked at $439K in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • NewEdge Advisors held 6 shares of Fidelity MSCI Real Estate Index ETF worth $161 as of Q1 2026.
  • NewEdge Advisors left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4072 holding.
  • NewEdge Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 17 quarters since.
  • NewEdge Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $439K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.