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Rehmann Capital Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rehmann Capital Advisory 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 		$6.46M Buy
240,190
+8,331
+4% +$232K 0.34% 54
2025
Q4 		$6.24M Buy
231,859
+15,428
+7% +$421K 0.32% 57
2025
Q3 		$6.03M Buy
216,431
+17,977
+9% +$495K 0.33% 57
2025
Q2 		$5.37M Buy
198,454
+3,043
+2% +$81.3K 0.33% 56
2025
Q1 		$5.37M Buy
195,411
+27,481
+16% +$756K 0.34% 61
2024
Q4 		$4.54M Buy
167,930
+58,993
+54% +$1.69M 0.29% 68
2024
Q3 		$3.21M Sell
108,937
-1,717
-2% -$47.8K 0.21% 91
2024
Q2 		$2.8M Buy
110,654
+94,167
+571% +$2.34M 0.2% 95
2024
Q1 		$430K Hold
16,487
– – 0.03% 349
2023
Q4 		$439K Sell
16,487
-2,420
-13% -$57.6K 0.04% 336
2023
Q3 		$430K Buy
18,907
+581
+3% +$14.4K 0.04% 321
2023
Q2 		$460K Buy
18,326
+452
+3% +$11.1K 0.04% 316
2023
Q1 		$445K Buy
17,874
+492
+3% +$12.7K 0.04% 322
2022
Q4 		$431K Sell
17,382
-1,330
-7% -$32.9K 0.04% 320
2022
Q3 		$448K Buy
+18,712
New +$521K 0.05% 303
2022
Q2 		– Sell
-6,584
Closed -$213K – 522
2022
Q1 		$213K Sell
6,584
-50,776
-89% -$1.61M 0.02% 490
2021
Q4 		$1.98M Buy
57,360
+8,439
+17% +$275K 0.18% 96
2021
Q3 		$1.48M Buy
48,921
+13,549
+38% +$429K 0.14% 125
2021
Q2 		$1.09M Buy
35,372
+903
+3% +$26.8K 0.11% 166
2021
Q1 		$946K Buy
34,469
+6,735
+24% +$177K 0.1% 173
2020
Q4 		$704K Buy
+27,734
New +$684K 0.08% 208
2019
Q3 		– Sell
-23,088
Closed -$604K – 1822
2019
Q2 		$604K Buy
23,088
+3,007
+15% +$78.6K 0.07% 211
2019
Q1 		$522K Buy
20,081
+19,332
+2,581% +$478K 0.07% 210
2018
Q4 		$16.8K Sell
749
-10,832
-94% -$255K ﹤0.01% 907
2018
Q3 		$279K Sell
11,581
-25,039
-68% -$620K 0.04% 316
2018
Q2 		$899K Buy
+36,620
New +$857K 0.13% 131

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

Rehmann Capital Advisory Group's FREL Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.6% in Q1 2026, buying an estimated $232K and bringing the position to 240,190 shares worth $6.46M. The position accounts for 0.34% of the portfolio, ranked #54.

Rehmann Capital Advisory Group first reported a position in FREL in Q2 2018 and has held it in 26 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Rehmann Capital Advisory Group held 240,190 shares of Fidelity MSCI Real Estate Index ETF worth $6.46M as of Q1 2026.
  • Rehmann Capital Advisory Group bought 8,331 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $232K.
  • Fidelity MSCI Real Estate Index ETF made up 0.34% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #54 holding.
  • Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and has held it in 26 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.