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Sage Mountain Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Sage Mountain 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
2025
Q2 		– Sell
-833
Closed -$22.9K – 517
2025
Q1 		$22.9K Hold
833
– – ﹤0.01% 450
2024
Q4 		$22.5K Hold
833
– – ﹤0.01% 445
2024
Q3 		$24.6K Buy
+833
New +$23.2K ﹤0.01% 454

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sage Mountain Advisors's FREL Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2025, closing a stake of 833 shares — an estimated $22.9K sold.

Sage Mountain Advisors first reported a position in FREL in Q3 2024 and held it in 3 quarters. The position peaked at $24.6K in Q3 2024. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 833 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $22.9K.
  • Sage Mountain Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $24.6K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.