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

Tufton Capital Management’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
Q4 		– Sell
-8,838
Closed -$245K – 123
2025
Q3 		$245K Hold
8,838
– – 0.04% 112
2025
Q2 		$238K Hold
8,838
– – 0.05% 111
2025
Q1 		$243K Sell
8,838
-525
-6% -$14.4K 0.05% 111
2024
Q4 		$253K Sell
9,363
-293
-3% -$8.38K 0.05% 113
2024
Q3 		$285K Sell
9,656
-3,222
-25% -$89.6K 0.05% 108
2024
Q2 		$326K Sell
12,878
-9,571
-43% -$238K 0.06% 106
2024
Q1 		$586K Sell
22,449
-570
-2% -$14.7K 0.12% 86
2023
Q4 		$613K Sell
23,019
-1,231
-5% -$29.3K 0.13% 84
2023
Q3 		$552K Sell
24,250
-444
-2% -$11K 0.12% 84
2023
Q2 		$620K Sell
24,694
-139
-0.6% -$3.41K 0.13% 82
2023
Q1 		$619K Sell
24,833
-110
-0.4% -$2.84K 0.13% 83
2022
Q4 		$619K Sell
24,943
-45
-0.2% -$1.11K 0.14% 83
2022
Q3 		$597K Sell
24,988
-273
-1% -$7.61K 0.14% 81
2022
Q2 		$686K Sell
25,261
-5
-0% -$149 0.13% 78
2022
Q1 		$818K Sell
25,266
-183
-0.7% -$5.8K 0.13% 82
2021
Q4 		$883K Sell
25,449
-577
-2% -$18.8K 0.14% 79
2021
Q3 		$791K Buy
26,026
+38
+0.1% +$1.2K 0.13% 79
2021
Q2 		$790K Sell
25,988
-32
-0.1% -$949 0.13% 79
2021
Q1 		$715K Sell
26,020
-21
-0.1% -$552 0.12% 80
2020
Q4 		$660K Sell
26,041
-311
-1% -$7.67K 0.12% 82
2020
Q3 		$619K Buy
26,352
+3
+0% +$72 0.13% 80
2020
Q2 		$616K Sell
26,349
-2,384
-8% -$53.7K 0.14% 80
2020
Q1 		$597K Buy
28,733
+1,991
+7% +$52.5K 0.15% 72
2019
Q4 		$745K Buy
26,742
+466
+2% +$12.9K 0.15% 73
2019
Q3 		$733K Buy
26,276
+4,075
+18% +$111K 0.15% 75
2019
Q2 		$581K Sell
22,201
-168
-0.8% -$4.39K 0.12% 80
2019
Q1 		$580K Sell
22,369
-613
-3% -$15.2K 0.12% 78
2018
Q4 		$514K Hold
22,982
– – 0.13% 80
2018
Q3 		$553K Buy
22,982
+426
+2% +$10.6K 0.12% 85
2018
Q2 		$553K Buy
22,556
+1,012
+5% +$23.7K 0.12% 84
2018
Q1 		$492K Buy
21,544
+1,918
+10% +$44.3K 0.1% 87
2017
Q4 		$485K Buy
+19,626
New +$485K 0.09% 91

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tufton Capital Management's FREL Position: Q4 2025 in Review

Tufton Capital Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 8,838 shares — an estimated $245K sold.

Tufton Capital Management first reported a position in FREL in Q4 2017 and held it in 32 quarters. The position peaked at $883K in Q4 2021. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Tufton Capital Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Tufton Capital Management sold 8,838 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $245K.
  • Tufton Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 32 quarters.
  • Tufton Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $883K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Tufton Capital Management's 13F filing for Q4 2025, filed 28 Jan 2026.