Princeton Global Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Princeton Global 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
2025 Q4	–	Sell	-70	Closed	-$1.95K	–	833
2025 Q3	$1.95K	Hold	70	–	–	﹤0.01%	703
2025 Q2	$1.89K	Sell	70 -76	-52%	-$2.03K	﹤0.01%	691
2025 Q1	$4.01K	Hold	146	–	–	﹤0.01%	512
2024 Q4	$3.94K	Hold	146	–	–	﹤0.01%	557
2024 Q3	$4.3K	Sell	146 -60	-29%	-$1.67K	﹤0.01%	558
2024 Q2	$5.22K	Hold	206	–	–	﹤0.01%	529
2024 Q1	$5.38K	Hold	206	–	–	﹤0.01%	484
2023 Q4	$5.49K	Hold	206	–	–	﹤0.01%	487
2023 Q3	$4.69K	Hold	206	–	–	﹤0.01%	477
2023 Q2	$5.17K	Hold	206	–	–	﹤0.01%	468
2023 Q1	$5.13K	Hold	206	–	–	﹤0.01%	475
2022 Q4	$5K	Hold	206	–	–	﹤0.01%	458
2022 Q3	$5K	Hold	206	–	–	﹤0.01%	451
2022 Q2	$6K	Sell	206 -116	-36%	-$3.45K	﹤0.01%	449
2022 Q1	$10K	Buy	322 +116	+56%	+$3.67K	﹤0.01%	446
2021 Q4	$7K	Hold	206	–	–	﹤0.01%	435
2021 Q3	$6K	Hold	206	–	–	﹤0.01%	440
2021 Q2	$6K	Hold	206	–	–	﹤0.01%	450
2021 Q1	$6K	Hold	206	–	–	﹤0.01%	420
2020 Q4	$5K	Hold	206	–	–	﹤0.01%	426
2020 Q3	$5K	Hold	206	–	–	﹤0.01%	386
2020 Q2	$4K	Buy	+206	New	+$4.64K	﹤0.01%	461

Other funds holding FREL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Princeton Global Asset Management's FREL Position: Q4 2025 in Review

Princeton Global Asset Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 70 shares — an estimated $1.95K sold.

Princeton Global Asset Management first reported a position in FREL in Q2 2020 and held it in 22 quarters. The position peaked at $10K in Q1 2022. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

Princeton Global Asset Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
Princeton Global Asset Management sold 70 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $1.95K.
Princeton Global Asset Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2020 and held it in 22 quarters.
Princeton Global Asset Management's Fidelity MSCI Real Estate Index ETF position peaked at $10K in Q1 2022.
214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.