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Private Advisor Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Private Advisor Group’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
Q1 		$970K Sell
36,036
-203
-0.6% -$5.65K ﹤0.01% 1437
2025
Q4 		$974K Buy
+36,239
New +$989K ﹤0.01% 1420
2024
Q4 		– Sell
-7,473
Closed -$220K – 2371
2024
Q3 		$220K Sell
7,473
-594
-7% -$16.5K ﹤0.01% 2153
2024
Q2 		$204K Sell
8,067
-113
-1% -$2.81K ﹤0.01% 2137
2024
Q1 		$213K Sell
8,180
-491
-6% -$12.7K ﹤0.01% 2078
2023
Q4 		$231K Buy
+8,671
New +$206K ﹤0.01% 1964
2022
Q4 		– Sell
-9,683
Closed -$232K – 1766
2022
Q3 		$232K Buy
9,683
+1,133
+13% +$31.6K ﹤0.01% 1605
2022
Q2 		$232K Sell
8,550
-224
-3% -$6.67K ﹤0.01% 1768
2022
Q1 		$284K Sell
8,774
-22,445
-72% -$711K ﹤0.01% 1707
2021
Q4 		$1.08M Sell
31,219
-34,429
-52% -$1.12M 0.01% 1092
2021
Q3 		$2M Buy
65,648
+35,592
+118% +$1.13M 0.01% 881
2021
Q2 		$914K Buy
30,056
+20,425
+212% +$605K 0.01% 1114
2021
Q1 		$265K Sell
9,631
-24,372
-72% -$641K ﹤0.01% 1612
2020
Q4 		$863K Buy
+34,003
New +$839K 0.01% 970
2020
Q3 		– Sell
-7,609
Closed -$178K – 2254
2020
Q2 		$178K Sell
7,609
-33,199
-81% -$748K ﹤0.01% 1416
2020
Q1 		$849K Sell
40,808
-145
-0.4% -$3.82K 0.02% 704
2019
Q4 		$1.14M Buy
40,953
+8,223
+25% +$228K 0.02% 713
2019
Q3 		$921K Buy
32,730
+17,800
+119% +$483K 0.01% 831
2019
Q2 		$391K Buy
+14,930
New +$390K 0.01% 1152

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Advisor Group's FREL Position: Q1 2026 in Review

Private Advisor Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.56% in Q1 2026, selling an estimated $5.65K and leaving 36,036 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Private Advisor Group first reported a position in FREL in Q2 2019 and has held it in 19 quarters since. The position peaked at $2M in Q3 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Private Advisor Group held 36,036 shares of Fidelity MSCI Real Estate Index ETF worth $970K as of Q1 2026.
  • Private Advisor Group sold 203 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $5.65K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1437 holding.
  • Private Advisor Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and has held it in 19 quarters since.
  • Private Advisor Group's Fidelity MSCI Real Estate Index ETF position peaked at $2M in Q3 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.