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FREL icon

Sunbelt Securities’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Sunbelt Securities’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 		$802K Buy
29,789
+12,747
+75% +$355K 0.05% 302
2025
Q4 		$458K Sell
17,042
-573
-3% -$15.6K 0.03% 425
2025
Q3 		$490K Buy
17,615
+4,421
+34% +$122K 0.03% 395
2025
Q2 		$357K Sell
13,194
-5,346
-29% -$143K 0.03% 433
2025
Q1 		$509K Buy
18,540
+5,346
+41% +$147K 0.05% 321
2024
Q4 		$353K Sell
13,194
-21,253
-62% -$608K 0.03% 435
2024
Q3 		$1.02M Buy
34,447
+17,175
+99% +$478K 0.1% 200
2024
Q2 		$438K Sell
17,272
-141
-0.8% -$3.51K 0.04% 366
2024
Q1 		$454K Buy
17,413
+502
+3% +$12.9K 0.05% 349
2023
Q4 		$451K Sell
16,911
-3,970
-19% -$94.5K 0.06% 331
2023
Q3 		$475K Buy
20,881
+1,179
+6% +$29.2K 0.07% 294
2023
Q2 		$494K Buy
19,702
+7,004
+55% +$172K 0.07% 280
2023
Q1 		$309K Buy
12,698
+2,768
+28% +$71.5K 0.05% 350
2022
Q4 		$246K Buy
9,930
+299
+3% +$7.4K 0.05% 389
2022
Q3 		$230K Sell
9,631
-2,731
-22% -$76.1K 0.05% 382
2022
Q2 		$336K Sell
12,362
-4,106
-25% -$122K 0.07% 311
2022
Q1 		$539K Sell
16,468
-170
-1% -$5.38K 0.1% 236
2021
Q4 		$520K Buy
+16,638
New +$542K 0.08% 262
2020
Q2 		– Sell
-145,396
Closed -$3.79M – 324
2020
Q1 		$3.79M Buy
+145,396
New +$3.83M 0.16% 71

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunbelt Securities's FREL Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 75% in Q1 2026, buying an estimated $355K and bringing the position to 29,789 shares worth $802K. The position accounts for 0.05% of the portfolio, ranked #302.

Sunbelt Securities first reported a position in FREL in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.79M in Q1 2020. 204 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Sunbelt Securities held 29,789 shares of Fidelity MSCI Real Estate Index ETF worth $802K as of Q1 2026.
  • Sunbelt Securities bought 12,747 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $355K.
  • Fidelity MSCI Real Estate Index ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #302 holding.
  • Sunbelt Securities first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and has held it in 19 quarters since.
  • Sunbelt Securities's Fidelity MSCI Real Estate Index ETF position peaked at $3.79M in Q1 2020.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.