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Realta Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Realta Investment Advisors’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 		– Sell
-4,310
Closed -$116K – 384
2026
Q1 		$116K Hold
4,310
– – 0.04% 223
2025
Q4 		$116K Hold
4,310
– – 0.04% 216
2025
Q3 		$120K Buy
+4,310
New +$119K 0.04% 207
2024
Q3 		– Sell
-4,725
Closed -$120K – 491
2024
Q2 		$120K Sell
4,725
-875
-16% -$21.8K 0.02% 451
2024
Q1 		$146K Buy
+5,600
New +$144K 0.03% 444
2023
Q3 		– Sell
-5,600
Closed -$141K – 791
2023
Q2 		$141K Buy
+5,600
New +$137K 0.03% 447
2023
Q1 		– Sell
-5,600
Closed -$139K – 550
2022
Q4 		$139K Hold
5,600
– – 0.03% 441
2022
Q3 		$134K Buy
+5,600
New +$156K 0.04% 412
2022
Q1 		– Sell
-5,800
Closed -$201K – 438
2021
Q4 		$201K Buy
+5,800
New +$189K 0.04% 397
2020
Q3 		– Sell
-9,586
Closed -$224K – 333
2020
Q2 		$224K Buy
+9,586
New +$216K 0.07% 293
2020
Q1 		– Sell
-7,614
Closed -$211K – 693
2019
Q4 		$211K Buy
7,614
+539
+8% +$14.9K 0.06% 328
2019
Q3 		$199K Buy
7,075
+1,845
+35% +$50.1K 0.05% 324
2019
Q2 		$137K Buy
5,230
+951
+22% +$24.9K 0.04% 417
2019
Q1 		$110K Buy
+4,279
New +$106K 0.05% 376

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's FREL Position: Q2 2026 in Review

Realta Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 4,310 shares — an estimated $116K sold.

Realta Investment Advisors first reported a position in FREL in Q1 2019 and held it in 14 quarters. The position peaked at $224K in Q2 2020. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Realta Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 4,310 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $116K.
  • Realta Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 14 quarters.
  • Realta Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $224K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.