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Rather & Kittrell’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rather & Kittrell’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 		$904K Buy
33,606
+45
+0.1% +$1.25K 0.14% 55
2025
Q4 		$902K Buy
33,561
+1,250
+4% +$34.1K 0.15% 55
2025
Q3 		$899K Buy
32,311
+11
+0% +$303 0.16% 50
2025
Q2 		$873K Sell
32,300
-254
-0.8% -$6.79K 0.17% 48
2025
Q1 		$894K Sell
32,554
-754
-2% -$20.7K 0.19% 45
2024
Q4 		$900K Sell
33,308
-1,552
-4% -$44.4K 0.21% 44
2024
Q3 		$1.03M Sell
34,860
-1,291
-4% -$35.9K 0.25% 40
2024
Q2 		$916K Buy
36,151
+272
+0.8% +$6.77K 0.25% 40
2024
Q1 		$936K Sell
35,879
-1,310
-4% -$33.8K 0.28% 42
2023
Q4 		$991K Sell
37,189
-1,405
-4% -$33.5K 0.35% 35
2023
Q3 		$878K Buy
38,594
+230
+0.6% +$5.69K 0.35% 32
2023
Q2 		$963K Sell
38,364
-1,370
-3% -$33.6K 0.4% 32
2023
Q1 		$990K Sell
39,734
-2,316
-6% -$59.8K 0.45% 33
2022
Q4 		$1.04M Sell
42,050
-1,449
-3% -$35.8K 0.55% 32
2022
Q3 		$1.04M Sell
43,499
-236
-0.5% -$6.58K 1.09% 25
2022
Q2 		$1.19M Sell
43,735
-974
-2% -$29K 1.3% 19
2022
Q1 		$1.45M Sell
44,709
-2,565
-5% -$81.2K 1.41% 19
2021
Q4 		$1.64M Buy
+47,274
New +$1.54M 1.44% 16

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

Rather & Kittrell's FREL Position: Q1 2026 in Review

Rather & Kittrell increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.13% in Q1 2026, buying an estimated $1.25K and bringing the position to 33,606 shares worth $904K. The position accounts for 0.14% of the portfolio, ranked #55.

Rather & Kittrell first reported a position in FREL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Rather & Kittrell held 33,606 shares of Fidelity MSCI Real Estate Index ETF worth $904K as of Q1 2026.
  • Rather & Kittrell bought 45 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $1.25K.
  • Fidelity MSCI Real Estate Index ETF made up 0.14% of Rather & Kittrell's portfolio in Q1 2026, its #55 holding.
  • Rather & Kittrell first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Rather & Kittrell's Fidelity MSCI Real Estate Index ETF position peaked at $1.64M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.