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STALEY CAPITAL ADVISERS’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

STALEY CAPITAL ADVISERS’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
Q4 		– Sell
-9,389
Closed -$261K – 196
2025
Q3 		$261K Hold
9,389
– – 0.01% 172
2025
Q2 		$254K Buy
+9,389
New +$251K 0.01% 170

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STALEY CAPITAL ADVISERS's FREL Position: Q4 2025 in Review

STALEY CAPITAL ADVISERS sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 9,389 shares — an estimated $261K sold.

STALEY CAPITAL ADVISERS first reported a position in FREL in Q2 2025 and held it in 2 quarters. The position peaked at $261K in Q3 2025. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • STALEY CAPITAL ADVISERS reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 9,389 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $261K.
  • STALEY CAPITAL ADVISERS first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and held it in 2 quarters.
  • STALEY CAPITAL ADVISERS's Fidelity MSCI Real Estate Index ETF position peaked at $261K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q4 2025, filed 5 Feb 2026.