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Palisades Hudson Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Palisades Hudson Asset 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 		$1.85M Buy
63,130
+446
+0.7% +$12.9K 0.65% 27
2026
Q1 		$1.69M Buy
62,684
+527
+0.8% +$14.7K 0.66% 27
2025
Q4 		$1.67M Buy
62,157
+563
+0.9% +$15.4K 0.65% 28
2025
Q3 		$1.71M Buy
61,594
+453
+0.7% +$12.5K 0.62% 30
2025
Q2 		$1.65M Buy
61,141
+777
+1% +$20.8K 0.65% 28
2025
Q1 		$1.66M Buy
60,364
+2,991
+5% +$82.2K 0.75% 25
2024
Q4 		$1.55M Sell
57,373
-1,949
-3% -$55.8K 0.65% 26
2024
Q3 		$1.75M Buy
59,322
+2,371
+4% +$66K 0.74% 25
2024
Q2 		$1.44M Buy
56,951
+479
+0.8% +$11.9K 0.66% 25
2024
Q1 		$1.47M Buy
56,472
+4,949
+10% +$128K 0.67% 25
2023
Q4 		$1.37M Buy
+51,523
New +$1.23M 0.67% 24

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

Palisades Hudson Asset Management's FREL Position: Q2 2026 in Review

Palisades Hudson Asset Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.71% in Q2 2026, buying an estimated $12.9K and bringing the position to 63,130 shares worth $1.85M. The position accounts for 0.65% of the portfolio, ranked #27.

Palisades Hudson Asset Management first reported a position in FREL in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Palisades Hudson Asset Management held 63,130 shares of Fidelity MSCI Real Estate Index ETF worth $1.85M as of Q2 2026.
  • Palisades Hudson Asset Management bought 446 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $12.9K.
  • Fidelity MSCI Real Estate Index ETF made up 0.65% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #27 holding.
  • Palisades Hudson Asset Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.