Polen Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Polen Capital 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	$254K	Buy	+8,672	New	+$252K	﹤0.01%	210

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Polen Capital Management's FREL Position: Q2 2026 in Review

Polen Capital Management opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 8,672 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #210 among its holdings.

210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Polen Capital Management held 8,672 shares of Fidelity MSCI Real Estate Index ETF worth $254K as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new Polen Capital Management position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #210 holding.
210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.