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Swan Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Swan Capital’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
2025
Q2 		– Sell
-166
Closed -$4.56K – 489
2025
Q1 		$4.56K Buy
+166
New +$4.57K ﹤0.01% 192

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Swan Capital's FREL Position: Q2 2025 in Review

Swan Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2025, closing a stake of 166 shares — an estimated $4.56K sold.

Swan Capital first reported a position in FREL in Q1 2025 and held it in 1 quarter. The position peaked at $4.56K in Q1 2025. 209 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Swan Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2025 after selling out during the quarter.
  • Swan Capital sold 166 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $4.56K.
  • Swan Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and held it in 1 quarter.
  • Swan Capital's Fidelity MSCI Real Estate Index ETF position peaked at $4.56K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Swan Capital's 13F filing for Q2 2025, filed 14 Aug 2025.