Summit Wealth Group (Colorado)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Summit Wealth Group (Colorado)’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	$2.02M	Buy	69,035 +15,770	+30%	+$457K	0.17%	79
2026 Q1	$1.46M	Buy	53,265 +7,765	+17%	+$216K	0.15%	85
2025 Q4	$1.22M	Buy	+45,500	New	+$1.24M	0.16%	81
2025 Q3	–	Sell	-45,363	Closed	-$1.23M	–	542
2025 Q2	$1.23M	Buy	+45,363	New	+$1.21M	0.31%	77

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FREL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 30% in Q2 2026, buying an estimated $457K and bringing the position to 69,035 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #79.

Summit Wealth Group (Colorado) first reported a position in FREL in Q2 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Summit Wealth Group (Colorado) held 69,035 shares of Fidelity MSCI Real Estate Index ETF worth $2.02M as of Q2 2026.
Summit Wealth Group (Colorado) bought 15,770 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $457K.
Fidelity MSCI Real Estate Index ETF made up 0.17% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #79 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 4 quarters since.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.