FREL β€” FIDELITY MSCI REAL ESTATE INDEX ETF

Ownership history in Rise Advisors, LLC  Β·  16 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported FIDELITY MSCI REAL ESTATE INDEX ETF (FREL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows FREL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FREL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in FIDELITY MSCI REAL ESTATE INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FREL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held FREL β€” position size vs. price
% of Fund (quarterly)    FREL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 190 -8 -4.0% 0.00% $5K 2025-10-08 $26.82
2025 Q2 ADDED 198 +2 +1.0% 0.00% $5K 2025-07-08 $26.42
2025 Q1 ADDED 196 +2 +1.0% 0.00% $5K 2025-05-15 $26.13
2024 Q4 REDUCED 194 -120 -38.2% 0.00% $5K 2025-01-07 $25.40
2024 Q3 REDUCED 314 -918 -74.5% 0.00% $9K 2024-10-11 $27.20
2024 Q2 ADDED 1,232 +12 +1.0% 0.02% $31K 2024-07-09 $23.83
2024 Q1 REDUCED 1,220 -909 -42.7% 0.02% $32K 2024-04-09 $24.17
2023 Q4 REDUCED 2,129 -320 -13.1% 0.04% $57K 2024-01-10 $24.34
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Rise Advisors, LLC and FREL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning FREL?

Rise Advisors, LLC reported FREL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FREL position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for FREL was 0.04% in 2023 Q4.

What is the latest reported FREL position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 190 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this FREL ownership page compare?

The chart compares Rise Advisors, LLC's quarterly FREL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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