TFP
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Townsend Financial Planning’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Townsend Financial Planning’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 		$5.03M Buy
171,682
+349
+0.2% +$10.1K 4.38% 9
2026
Q1 		$4.61M Buy
171,333
+3,087
+2% +$85.9K 4.46% 9
2025
Q4 		$4.52M Buy
+168,246
New +$4.59M 4.53% 9

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

Townsend Financial Planning's FREL Position: Q2 2026 in Review

Townsend Financial Planning increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 171,682 shares worth $5.03M. The position accounts for 4.38% of the portfolio, ranked #9.

Townsend Financial Planning first reported a position in FREL in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Townsend Financial Planning held 171,682 shares of Fidelity MSCI Real Estate Index ETF worth $5.03M as of Q2 2026.
  • Townsend Financial Planning bought 349 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $10.1K.
  • Fidelity MSCI Real Estate Index ETF made up 4.38% of Townsend Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Townsend Financial Planning first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Townsend Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.