SPIA
FREL icon

Steward Partners Investment Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Steward Partners Investment Advisory’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 		$4.34M Buy
148,155
+21,993
+17% +$638K 0.02% 614
2026
Q1 		$3.4M Buy
126,162
+9,208
+8% +$256K 0.02% 656
2025
Q4 		$3.14M Buy
116,954
+910
+0.8% +$24.8K 0.02% 624
2025
Q3 		$3.23M Buy
116,044
+10,152
+10% +$280K 0.02% 607
2025
Q2 		$2.86M Buy
105,892
+105,102
+13,304% +$2.81M 0.02% 586
2025
Q1 		$21.7K Hold
790
– – ﹤0.01% 2773
2024
Q4 		$21.3K Sell
790
-246
-24% -$7.04K ﹤0.01% 2759
2024
Q3 		$30.5K Hold
1,036
– – ﹤0.01% 2464
2024
Q2 		$26.3K Hold
1,036
– – ﹤0.01% 2405
2024
Q1 		$27K Sell
1,036
-3
-0.3% -$77 ﹤0.01% 2387
2023
Q4 		$27.7K Sell
1,039
-1,127
-52% -$26.8K ﹤0.01% 2241
2023
Q3 		$49.3K Sell
2,166
-748
-26% -$18.5K ﹤0.01% 1916
2023
Q2 		$73.1K Buy
2,914
+11
+0.4% +$270 ﹤0.01% 1729
2023
Q1 		$72.3K Buy
2,903
+1
+0% +$26 ﹤0.01% 1713
2022
Q4 		$72K Buy
2,902
+17
+0.6% +$421 ﹤0.01% 1690
2022
Q3 		$69K Buy
2,885
+114
+4% +$3.18K ﹤0.01% 1641
2022
Q2 		$75K Sell
2,771
-782
-22% -$23.3K ﹤0.01% 1611
2022
Q1 		$115K Sell
3,553
-161
-4% -$5.1K ﹤0.01% 1549
2021
Q4 		$129K Sell
3,714
-39
-1% -$1.27K ﹤0.01% 1481
2021
Q3 		$114K Buy
3,753
+7
+0.2% +$222 ﹤0.01% 1494
2021
Q2 		$114K Buy
3,746
+7
+0.2% +$208 ﹤0.01% 2048
2021
Q1 		$103K Sell
3,739
-170
-4% -$4.47K ﹤0.01% 1612
2020
Q4 		$99K Sell
3,909
-36
-0.9% -$888 ﹤0.01% 1363
2020
Q3 		$93K Sell
3,945
-1,142
-22% -$27.3K ﹤0.01% 1251
2020
Q2 		$119K Buy
5,087
+1,617
+47% +$36.4K ﹤0.01% 1078
2020
Q1 		$72K Buy
3,470
+206
+6% +$5.43K ﹤0.01% 1121
2019
Q4 		$90K Buy
3,264
+552
+20% +$15.3K ﹤0.01% 1164
2019
Q3 		$75K Buy
+2,712
New +$73.6K ﹤0.01% 1197

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's FREL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 17% in Q2 2026, buying an estimated $638K and bringing the position to 148,155 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #614.

Steward Partners Investment Advisory first reported a position in FREL in Q3 2019 and has held it in 28 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Steward Partners Investment Advisory held 148,155 shares of Fidelity MSCI Real Estate Index ETF worth $4.34M as of Q2 2026.
  • Steward Partners Investment Advisory bought 21,993 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $638K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #614 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and has held it in 28 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.