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Stone House Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Stone House Investment Management’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 		$61.2K Buy
2,273
+56
+3% +$1.56K 0.01% 156
2025
Q4 		$59.6K Buy
2,217
+550
+33% +$15K 0.01% 153
2025
Q3 		$46.4K Sell
1,667
-13
-0.8% -$358 0.01% 155
2025
Q2 		$45.4K Sell
1,680
-4,487
-73% -$120K 0.01% 159
2025
Q1 		$169K Buy
+6,167
New +$170K 0.03% 66
2024
Q4 		– Sell
-2,035
Closed -$60K – 170
2024
Q3 		$60K Sell
2,035
-1,479
-42% -$41.1K 0.01% 105
2024
Q2 		$89K Sell
3,514
-4,225
-55% -$105K 0.02% 84
2024
Q1 		$202K Buy
7,739
+5,501
+246% +$142K 0.05% 54
2023
Q4 		$59.7K Buy
2,238
+158
+8% +$3.76K 0.02% 81
2023
Q3 		$47.3K Sell
2,080
-204
-9% -$5.04K 0.02% 84
2023
Q2 		$57.3K Buy
2,284
+71
+3% +$1.74K 0.02% 79
2023
Q1 		$55.1K Buy
+2,213
New +$57.1K 0.02% 88
2022
Q1 		– Sell
-6,185
Closed -$215K – 50
2021
Q4 		$215K Buy
+6,185
New +$202K 0.07% 39
2019
Q2 		– Sell
-4,213
Closed -$109K – 91
2019
Q1 		$109K Buy
+4,213
New +$104K 0.06% 57

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

Stone House Investment Management's FREL Position: Q1 2026 in Review

Stone House Investment Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.5% in Q1 2026, buying an estimated $1.56K and bringing the position to 2,273 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #156.

Stone House Investment Management first reported a position in FREL in Q1 2019 and has held it in 14 quarters since. The position peaked at $215K in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Stone House Investment Management held 2,273 shares of Fidelity MSCI Real Estate Index ETF worth $61.2K as of Q1 2026.
  • Stone House Investment Management bought 56 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $1.56K.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #156 holding.
  • Stone House Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $215K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.