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Principal Securities’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Principal Securities’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 		$225K Buy
+7,663
New +$222K ﹤0.01% 1469
2025
Q4 		– Sell
-6,840
Closed -$190K – 2137
2025
Q3 		$190K Buy
6,840
+49
+0.7% +$1.35K ﹤0.01% 1309
2025
Q2 		$184K Buy
6,791
+584
+9% +$15.6K ﹤0.01% 1265
2025
Q1 		$168K Buy
6,207
+1,253
+25% +$34.5K ﹤0.01% 1203
2024
Q4 		$134K Buy
4,954
+527
+12% +$15.1K ﹤0.01% 1299
2024
Q3 		$131K Buy
4,427
+256
+6% +$7.12K ﹤0.01% 1274
2024
Q2 		$106K Buy
4,171
+463
+12% +$11.5K ﹤0.01% 1302
2024
Q1 		$96.7K Buy
3,708
+1,306
+54% +$33.6K ﹤0.01% 1288
2023
Q4 		$64K Buy
+2,402
New +$57.2K ﹤0.01% 1373

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 22.9% 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 11.72% 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

Principal Securities's FREL Position: Q2 2026 in Review

Principal Securities opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 7,663 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: Principal Securities previously reported a position in FREL as recently as Q3 2025.

Principal Securities first reported a position in FREL in Q4 2023 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Principal Securities held 7,663 shares of Fidelity MSCI Real Estate Index ETF worth $225K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Principal Securities position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1469 holding.
  • Principal Securities first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 9 quarters since.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.