SAM
FREL icon

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
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 $1.37T 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 $401M AUM 21.13% 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