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Wealthspire Advisors (New York)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wealthspire Advisors (New York)’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
-105
Closed -$2.92K – 1706
2025
Q3 		$2.92K Buy
+105
New +$2.89K ﹤0.01% 2494

Other funds holding FREL

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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 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

Wealthspire Advisors (New York)'s FREL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 105 shares — an estimated $2.92K sold.

Wealthspire Advisors (New York) first reported a position in FREL in Q3 2025 and held it in 1 quarter. The position peaked at $2.92K in Q3 2025. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 105 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $2.92K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Real Estate Index ETF position peaked at $2.92K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.