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

Promus Capital’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
Q3 		$4.17K Hold
150
– – ﹤0.01% 268
2025
Q2 		$4.06K Hold
150
– – ﹤0.01% 276
2025
Q1 		$4.12K Hold
150
– – ﹤0.01% 275
2024
Q4 		$4.05K Buy
+150
New +$4.29K ﹤0.01% 272

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Promus Capital's FREL Position: Q3 2025 in Review

Promus Capital held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q3 2025 at 150 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Promus Capital first reported a position in FREL in Q4 2024 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

  • Promus Capital held 150 shares of Fidelity MSCI Real Estate Index ETF worth $4.17K as of Q3 2025.
  • Promus Capital left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q3 2025.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #268 holding.
  • Promus Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.