PWM
FREL icon

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

PBMares 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
2025
Q3 		$277K Buy
9,948
+1,235
+14% +$34K 0.04% 160
2025
Q2 		$236K Buy
+8,713
New +$233K 0.04% 169

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

PBMares Wealth Management's FREL Position: Q3 2025 in Review

PBMares Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 14% in Q3 2025, buying an estimated $34K and bringing the position to 9,948 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #160.

PBMares Wealth Management first reported a position in FREL in Q2 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

  • PBMares Wealth Management held 9,948 shares of Fidelity MSCI Real Estate Index ETF worth $277K as of Q3 2025.
  • PBMares Wealth Management bought 1,235 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $34K.
  • Fidelity MSCI Real Estate Index ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #160 holding.
  • PBMares Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.