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FREL icon

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

Sachetta’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 		$2.39M Buy
81,586
+7,366
+10% +$214K 1.16% 17
2026
Q1 		$2M Buy
74,220
+3,752
+5% +$104K 1.08% 20
2025
Q4 		$1.89M Buy
70,468
+3,157
+5% +$86.2K 1.04% 25
2025
Q3 		$1.87M Sell
67,311
-1,351
-2% -$37.2K 0.7% 33
2025
Q2 		$1.86M Buy
68,662
+34
+0% +$909 0.73% 27
2025
Q1 		$1.89M Buy
68,628
+3,125
+5% +$85.9K 0.77% 25
2024
Q4 		$1.77M Buy
65,503
+4,175
+7% +$119K 0.7% 25
2024
Q3 		$1.81M Buy
61,328
+3,241
+6% +$90.2K 0.72% 25
2024
Q2 		$1.59M Buy
58,087
+13,100
+29% +$326K 0.69% 23
2024
Q1 		$1.2M Hold
44,987
– – 0.57% 32
2023
Q4 		$1.2M Buy
+44,987
New +$1.07M 0.57% 32

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
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
RA
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Sachetta's FREL Position: Q2 2026 in Review

Sachetta increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 9.9% in Q2 2026, buying an estimated $214K and bringing the position to 81,586 shares worth $2.39M. The position accounts for 1.16% of the portfolio, ranked #17.

Sachetta first reported a position in FREL in Q4 2023 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Sachetta held 81,586 shares of Fidelity MSCI Real Estate Index ETF worth $2.39M as of Q2 2026.
  • Sachetta bought 7,366 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $214K.
  • Fidelity MSCI Real Estate Index ETF made up 1.16% of Sachetta's portfolio in Q2 2026, its #17 holding.
  • Sachetta first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 32 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.