Stifel Financial
FREL icon

Stifel Financial’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Stifel Financial’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 		$1.97M Buy
73,292
+9,752
+15% +$272K ﹤0.01% 1971
2025
Q4 		$1.71M Sell
63,540
-653
-1% -$17.8K ﹤0.01% 2044
2025
Q3 		$1.79M Sell
64,193
-682
-1% -$18.8K ﹤0.01% 1991
2025
Q2 		$1.75M Sell
64,875
-903
-1% -$24.1K ﹤0.01% 1943
2025
Q1 		$1.81M Sell
65,778
-13,021
-17% -$358K ﹤0.01% 1833
2024
Q4 		$2.13M Sell
78,799
-929
-1% -$26.6K ﹤0.01% 1733
2024
Q3 		$2.35M Buy
79,728
+170
+0.2% +$4.73K ﹤0.01% 1674
2024
Q2 		$2.02M Sell
79,558
-3,774
-5% -$93.9K ﹤0.01% 1713
2024
Q1 		$2.17M Buy
83,332
+327
+0.4% +$8.43K ﹤0.01% 1656
2023
Q4 		$2.21M Sell
83,005
-14,114
-15% -$336K ﹤0.01% 1600
2023
Q3 		$2.21M Buy
97,119
+6,003
+7% +$148K ﹤0.01% 1526
2023
Q2 		$2.29M Sell
91,116
-3,122
-3% -$76.6K ﹤0.01% 1539
2023
Q1 		$2.35M Sell
94,238
-1,756
-2% -$45.3K ﹤0.01% 1475
2022
Q4 		$2.38M Buy
95,994
+2,870
+3% +$71K ﹤0.01% 1391
2022
Q3 		$2.23M Sell
93,124
-7,114
-7% -$198K ﹤0.01% 1394
2022
Q2 		$2.72M Buy
100,238
+759
+0.8% +$22.6K ﹤0.01% 1297
2022
Q1 		$3.22M Buy
99,479
+12,662
+15% +$401K ﹤0.01% 1302
2021
Q4 		$3.01M Sell
86,817
-11,234
-11% -$366K ﹤0.01% 1357
2021
Q3 		$2.98M Buy
98,051
+197
+0.2% +$6.24K ﹤0.01% 1316
2021
Q2 		$2.98M Sell
97,854
-1,111
-1% -$32.9K ﹤0.01% 1333
2021
Q1 		$2.72M Buy
98,965
+11,467
+13% +$301K ﹤0.01% 1328
2020
Q4 		$2.22M Buy
87,498
+2,428
+3% +$59.9K ﹤0.01% 1327
2020
Q3 		$2M Buy
85,070
+471
+0.6% +$11.3K ﹤0.01% 1217
2020
Q2 		$1.98M Sell
84,599
-7,818
-8% -$176K ﹤0.01% 1164
2020
Q1 		$1.92M Buy
92,417
+12,219
+15% +$322K 0.01% 1061
2019
Q4 		$2.24M Buy
80,198
+1,794
+2% +$49.7K ﹤0.01% 1267
2019
Q3 		$2.19M Buy
78,404
+15,970
+26% +$433K 0.01% 1255
2019
Q2 		$1.64M Sell
62,434
-999
-2% -$26.1K ﹤0.01% 1481
2019
Q1 		$1.64M Sell
63,433
-4,235
-6% -$105K ﹤0.01% 1359
2018
Q4 		$1.51M Sell
67,668
-8,060
-11% -$190K ﹤0.01% 1297
2018
Q3 		$1.82M Buy
+75,728
New +$1.88M 0.01% 1311

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

Stifel Financial's FREL Position: Q1 2026 in Review

Stifel Financial increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 15% in Q1 2026, buying an estimated $272K and bringing the position to 73,292 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Stifel Financial first reported a position in FREL in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.22M in Q1 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Stifel Financial held 73,292 shares of Fidelity MSCI Real Estate Index ETF worth $1.97M as of Q1 2026.
  • Stifel Financial bought 9,752 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $272K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1971 holding.
  • Stifel Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and has held it in 31 quarters since.
  • Stifel Financial's Fidelity MSCI Real Estate Index ETF position peaked at $3.22M in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.