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FREL icon

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

TrueFG’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
Q3 		$19.8M Buy
728,436
+21,159
+3% +$622K 4.6% 7
2026
Q2 		$20.7M Buy
707,277
+15,655
+2% +$454K 4.84% 7
2026
Q1 		$18.6M Buy
691,622
+25,644
+4% +$714K 4.93% 7
2025
Q4 		$17.9M Buy
665,978
+24,540
+4% +$670K 4.81% 7
2025
Q3 		$17.8M Buy
641,438
+38,022
+6% +$1.05M 4.93% 7
2025
Q2 		$16.3M Buy
603,416
+16,317
+3% +$436K 4.85% 7
2025
Q1 		$16.1M Buy
587,099
+23,534
+4% +$647K 5.31% 7
2024
Q4 		$15.2M Buy
563,565
+15,103
+3% +$432K 4.97% 7
2024
Q3 		$16.2M Sell
548,462
-13,321
-2% -$371K 5.28% 7
2024
Q2 		$14.2M Buy
561,783
+34,881
+7% +$868K 5.14% 7
2024
Q1 		$13.7M Buy
526,902
+8,304
+2% +$214K 5.04% 7
2023
Q4 		$13.8M Buy
518,598
+36,605
+8% +$872K 5.47% 7
2023
Q3 		$11M Buy
481,993
+11,011
+2% +$272K 4.74% 8
2023
Q2 		$11.8M Buy
470,982
+40,288
+9% +$988K 5.08% 7
2023
Q1 		$10.7M Buy
430,694
+3,854
+0.9% +$99.5K 4.84% 7
2022
Q4 		$10.6M Buy
426,840
+65,686
+18% +$1.62M 5.05% 7
2022
Q3 		$8.64M Buy
361,154
+16,073
+5% +$448K 4.58% 8
2022
Q2 		$9.37M Buy
345,081
+879
+0.3% +$26.2K 4.79% 8
2022
Q1 		$11.1M Buy
344,202
+11,844
+4% +$375K 5.06% 7
2021
Q4 		$11.5M Buy
332,358
+4,790
+1% +$156K 5.09% 7
2021
Q3 		$10.7M Buy
327,568
+34,370
+12% +$1.09M 4.83% 8
2021
Q2 		$8.92M Buy
+293,198
New +$8.69M 4.54% 8

Other funds holding FREL

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TrueFG's FREL Position: Q3 2026 in Review

TrueFG increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3% in Q3 2026, buying an estimated $622K and bringing the position to 728,436 shares worth $19.8M. The position accounts for 4.6% of the portfolio, ranked #7.

TrueFG first reported a position in FREL in Q2 2021 and has held it in 22 quarters since. The position peaked at $20.7M in Q2 2026. 27 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • TrueFG held 728,436 shares of Fidelity MSCI Real Estate Index ETF worth $19.8M as of Q3 2026.
  • TrueFG bought 21,159 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $622K.
  • Fidelity MSCI Real Estate Index ETF made up 4.6% of TrueFG's portfolio in Q3 2026, its #7 holding.
  • TrueFG first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 22 quarters since.
  • TrueFG's Fidelity MSCI Real Estate Index ETF position peaked at $20.7M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.