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

Raleigh Capital 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
2026 Q2	$17	Hold	1	–	–	﹤0.01%	563
2026 Q1	$15	Sell	1 -1	-50%	-$28	﹤0.01%	729
2025 Q4	$61	Hold	2	–	–	﹤0.01%	475
2025 Q3	$63	Sell	2 -2	-50%	-$55	﹤0.01%	441
2025 Q2	$112	Buy	4 +2	+100%	+$53	﹤0.01%	593
2025 Q1	$59	Buy	+2	New	+$55	﹤0.01%	543
2024 Q1	–	Sell	-104	Closed	-$2.77K	–	1045
2023 Q4	$2.77K	Buy	+104	New	+$2.48K	﹤0.01%	836

Other funds holding FREL

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Raleigh Capital Management's FREL Position: Q2 2026 in Review

Raleigh Capital Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Raleigh Capital Management first reported a position in FREL in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.77K in Q4 2023. 50 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Raleigh Capital Management held 1 share of Fidelity MSCI Real Estate Index ETF worth $17 as of Q2 2026.
Raleigh Capital Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #563 holding.
Raleigh Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 7 quarters since.
Raleigh Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $2.77K in Q4 2023.
50 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.