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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities's FREL Position: Q4 2025 in Review

Principal Securities sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 6,840 shares — an estimated $190K sold.

Principal Securities first reported a position in FREL in Q4 2023 and held it in 8 quarters. The position peaked at $190K in Q3 2025. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Principal Securities reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 6,840 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $190K.
  • Principal Securities first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Fidelity MSCI Real Estate Index ETF position peaked at $190K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.