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FRELFREL
Showing 8 of 28 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIDELITY REAL ESTATE ETF

Steward Partners Investment Advisory, LLC holds 148,155 shares of FREL (FIDELITY REAL ESTATE ETF), worth $4.3M as of 2026-Q2. The position was increased (+17.4% shares). FREL represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.3M

Current Shares

148,155

Total Value Change

+$4.3M

Total Shares Change

+147,119

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
148,155
+17.4%
$4.3M0.0%$29.30
31
2026-Q1
Increased
126,162
+7.9%
$3.4M0.0%$28.96
29
2025-Q4
Increased
116,954
+0.8%
$3.1M0.0%$27.11
27
2025-Q3
Increased
116,044
+9.6%
$3.2M0.0%$27.47
29
2025-Q2
Increased
105,892
+133x
$2.9M0.0%$26.45
42
2025-Q1
Unchanged
790
0.0%
$21,7010.0%$26.50
0
2024-Q4
Decreased
790
-23.8%
$21,3460.0%$25.86
0
2024-Q3
Unchanged
1,036
0.0%
$30,5410.0%$28.01
0

Other major holders of FREL: PNC FINANCIAL SERVICES GROUP, INC.

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