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FREL icon

Pasadena Private Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Pasadena Private Wealth’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 		$8.5M Buy
290,004
+69,428
+31% +$2.01M 1.08% 21
2026
Q1 		$5.94M Buy
+220,576
New +$6.14M 0.82% 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

Pasadena Private Wealth's FREL Position: Q2 2026 in Review

Pasadena Private Wealth increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 31% in Q2 2026, buying an estimated $2.01M and bringing the position to 290,004 shares worth $8.5M. The position accounts for 1.08% of the portfolio, ranked #21.

Pasadena Private Wealth first reported a position in FREL in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Pasadena Private Wealth held 290,004 shares of Fidelity MSCI Real Estate Index ETF worth $8.5M as of Q2 2026.
  • Pasadena Private Wealth bought 69,428 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $2.01M.
  • Fidelity MSCI Real Estate Index ETF made up 1.08% of Pasadena Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Pasadena Private Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.