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North Star Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

North Star Investment 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 		– Sell
-303
Closed -$8.15K – 1777
2026
Q1 		$8.15K Buy
+303
New +$8.44K ﹤0.01% 1077
2024
Q4 		– Sell
-78
Closed -$2.3K – 1238
2024
Q3 		$2.3K Buy
+78
New +$2.17K ﹤0.01% 1068

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 22.9% 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 11.72% 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

North Star Investment Management's FREL Position: Q2 2026 in Review

North Star Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 303 shares — an estimated $8.15K sold.

North Star Investment Management first reported a position in FREL in Q3 2024 and held it in 2 quarters. The position peaked at $8.15K in Q1 2026. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • North Star Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 303 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $8.15K.
  • North Star Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2024 and held it in 2 quarters.
  • North Star Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $8.15K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.