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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
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 – 334
2025
Q2 		$1.23M Buy
+45,363
New +$1.21M 0.31% 77

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

Summit Wealth Group (Colorado)'s FREL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 17% in Q1 2026, buying an estimated $216K and bringing the position to 53,265 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #85.

Summit Wealth Group (Colorado) first reported a position in FREL in Q2 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Summit Wealth Group (Colorado) held 53,265 shares of Fidelity MSCI Real Estate Index ETF worth $1.46M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 7,765 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $216K.
  • Fidelity MSCI Real Estate Index ETF made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #85 holding.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.