SSWM
FREL icon

Smith Salley Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Smith Salley Wealth 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 		$454K Buy
16,854
+169
+1% +$4.71K 0.02% 193
2025
Q4 		$449K Sell
16,685
-5
-0% -$136 0.02% 194
2025
Q3 		$464K Buy
16,690
+57
+0.3% +$1.57K 0.02% 188
2025
Q2 		$450K Buy
16,633
+65
+0.4% +$1.74K 0.03% 180
2025
Q1 		$455K Buy
16,568
+98
+0.6% +$2.69K 0.03% 175
2024
Q4 		$445K Sell
16,470
-766
-4% -$21.9K 0.03% 178
2024
Q3 		$508K Buy
17,236
+280
+2% +$7.79K 0.03% 173
2024
Q2 		$430K Buy
16,956
+46
+0.3% +$1.15K 0.03% 174
2024
Q1 		$441K Sell
16,910
-8
-0% -$206 0.03% 172
2023
Q4 		$451K Buy
16,918
+24
+0.1% +$572 0.03% 188
2023
Q3 		$384K Sell
16,894
-905
-5% -$22.4K 0.03% 187
2023
Q2 		$447K Buy
17,799
+1,181
+7% +$29K 0.03% 179
2023
Q1 		$414K Sell
16,618
-692
-4% -$17.9K 0.03% 181
2022
Q4 		$429K Sell
17,310
-943
-5% -$23.3K 0.04% 174
2022
Q3 		$437K Buy
18,253
+458
+3% +$12.8K 0.04% 170
2022
Q2 		$483K Sell
17,795
-7,358
-29% -$219K 0.04% 167
2022
Q1 		$815K Sell
25,153
-8,770
-26% -$278K 0.06% 152
2021
Q4 		$1.18M Buy
33,923
+2,446
+8% +$79.7K 0.08% 138
2021
Q3 		$957K Buy
31,477
+4,303
+16% +$136K 0.08% 144
2021
Q2 		$827K Buy
27,174
+1,304
+5% +$38.7K 0.07% 153
2021
Q1 		$711K Buy
25,870
+3,902
+18% +$103K 0.06% 146
2020
Q4 		$558K Buy
21,968
+1,655
+8% +$40.8K 0.06% 148
2020
Q3 		$477K Buy
20,313
+4,798
+31% +$115K 0.06% 134
2020
Q2 		$363K Sell
15,515
-435
-3% -$9.8K 0.05% 143
2020
Q1 		$332K Buy
15,950
+450
+3% +$11.9K 0.06% 138
2019
Q4 		$432K Buy
15,500
+2,464
+19% +$68.3K 0.06% 137
2019
Q3 		$364K Buy
13,036
+742
+6% +$20.1K 0.05% 147
2019
Q2 		$322K Buy
+12,294
New +$321K 0.05% 155

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

Smith Salley Wealth Management's FREL Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1% in Q1 2026, buying an estimated $4.71K and bringing the position to 16,854 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #193.

Smith Salley Wealth Management first reported a position in FREL in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.18M in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Smith Salley Wealth Management held 16,854 shares of Fidelity MSCI Real Estate Index ETF worth $454K as of Q1 2026.
  • Smith Salley Wealth Management bought 169 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $4.71K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Smith Salley Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and has held it in 28 quarters since.
  • Smith Salley Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $1.18M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.