SIA
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Soltis Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Soltis Investment 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
2026
Q2 		$1.59M Sell
54,387
-302
-0.6% -$8.76K 0.09% 186
2026
Q1 		$1.47M Buy
54,689
+426
+0.8% +$11.9K 0.09% 176
2025
Q4 		$1.46M Buy
54,263
+174
+0.3% +$4.75K 0.1% 174
2025
Q3 		$1.5M Sell
54,089
-3,520
-6% -$96.9K 0.1% 167
2025
Q2 		$1.56M Buy
57,609
+11
+0% +$294 0.12% 145
2025
Q1 		$1.58M Sell
57,598
-21,273
-27% -$585K 0.14% 145
2024
Q4 		$2.13M Buy
78,871
+27
+0% +$772 0.2% 119
2024
Q3 		$2.32M Hold
78,844
– – 0.23% 111
2024
Q2 		$2M Buy
78,844
+1
+0% +$25 0.21% 115
2024
Q1 		$2.06M Sell
78,843
-271
-0.3% -$6.98K 0.23% 116
2023
Q4 		$2.11M Sell
79,114
-69,594
-47% -$1.66M 0.24% 109
2023
Q3 		$3.38M Sell
148,708
-10,343
-7% -$256K 0.44% 75
2023
Q2 		$3.99M Sell
159,051
-2,166
-1% -$53.1K 0.46% 62
2023
Q1 		$4.02M Sell
161,217
-19,379
-11% -$500K 0.51% 54
2022
Q4 		$4.48M Buy
180,596
+20,372
+13% +$504K 0.59% 47
2022
Q3 		$3.83M Buy
160,224
+4,534
+3% +$126K 0.58% 39
2022
Q2 		$4.23M Buy
155,690
+13,860
+10% +$413K 0.61% 36
2022
Q1 		$4.59M Buy
141,830
+64,854
+84% +$2.05M 0.64% 31
2021
Q4 		$2.67M Buy
76,976
+2,852
+4% +$93K 0.38% 57
2021
Q3 		$2.25M Sell
74,124
-131
-0.2% -$4.15K 0.35% 58
2021
Q2 		$2.26M Buy
74,255
+4,841
+7% +$144K 0.36% 58
2021
Q1 		$1.91M Buy
69,414
+4,492
+7% +$118K 0.35% 56
2020
Q4 		$1.65M Sell
64,922
-817
-1% -$20.2K 0.31% 63
2020
Q3 		$1.54M Sell
65,739
-953
-1% -$22.8K 0.36% 53
2020
Q2 		$1.56M Buy
66,692
+2,807
+4% +$63.2K 0.4% 45
2020
Q1 		$1.33M Sell
63,885
-83,358
-57% -$2.2M 0.41% 41
2019
Q4 		$4.1M Buy
+147,243
New +$4.08M 0.79% 30

Other funds holding FREL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Soltis Investment Advisors's FREL Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.55% in Q2 2026, selling an estimated $8.76K and leaving 54,387 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #186.

Soltis Investment Advisors first reported a position in FREL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.59M in Q1 2022. 98 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Soltis Investment Advisors held 54,387 shares of Fidelity MSCI Real Estate Index ETF worth $1.59M as of Q2 2026.
  • Soltis Investment Advisors sold 302 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $8.76K.
  • Fidelity MSCI Real Estate Index ETF made up 0.09% of Soltis Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Soltis Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $4.59M in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.