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Smartleaf Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Smartleaf Asset Management’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 		$274K Hold
9,189
– – 0.01% 717
2026
Q1 		$244K Buy
9,189
+3,753
+69% +$104K 0.01% 715
2025
Q4 		$147K Buy
5,436
+1,045
+24% +$28.5K 0.01% 970
2025
Q3 		$122K Buy
4,391
+189
+4% +$5.2K 0.01% 957
2025
Q2 		$113K Sell
4,202
-648
-13% -$17.3K 0.01% 821
2025
Q1 		$132K Buy
4,850
+1,511
+45% +$41.5K 0.01% 724
2024
Q4 		$89.5K Buy
3,339
+479
+17% +$13.7K 0.01% 890
2024
Q3 		$83.7K Buy
2,860
+1,659
+138% +$46.2K 0.01% 764
2024
Q2 		$30.2K Buy
1,201
+280
+30% +$6.97K ﹤0.01% 881
2024
Q1 		$23.9K Buy
921
+447
+94% +$11.5K ﹤0.01% 824
2023
Q4 		$12.8K Buy
+474
New +$11.3K ﹤0.01% 732

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 22.96% 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 21.6% 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

Smartleaf Asset Management's FREL Position: Q2 2026 in Review

Smartleaf Asset Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 9,189 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #717.

Smartleaf Asset Management first reported a position in FREL in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Smartleaf Asset Management held 9,189 shares of Fidelity MSCI Real Estate Index ETF worth $274K as of Q2 2026.
  • Smartleaf Asset Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #717 holding.
  • Smartleaf Asset Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.