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Soundwatch Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Soundwatch Capital’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
Q3 		– Sell
-4,850
Closed -$2.24M – 75
2025
Q2 		$2.24M Buy
+4,850
New +$130K 0.38% 52

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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Soundwatch Capital's FREL Position: Q3 2025 in Review

Soundwatch Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 4,850 shares — an estimated $2.24M sold.

Soundwatch Capital first reported a position in FREL in Q2 2025 and held it in 1 quarter. The position peaked at $2.24M in Q2 2025. 210 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

  • Soundwatch Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
  • Soundwatch Capital sold 4,850 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $2.24M.
  • Soundwatch Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and held it in 1 quarter.
  • Soundwatch Capital's Fidelity MSCI Real Estate Index ETF position peaked at $2.24M in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.