Fidelity MSCI Real Estate Index ETFFREL
FREL
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
49% more capital invested
Capital invested by funds: $431M [Q3] → $640M (+$209M) [Q4]
23% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 65
22.62% more ownership
Funds ownership: 39.91% [Q3] → 62.53% (+22.62%) [Q4]
4% more funds holding
Funds holding: 198 [Q3] → 205 (+7) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FREL.
Financial journalist opinion
Based on 6 articles about FREL published over the past 30 days
Negative
Seeking Alpha
2 days ago
Losers Of REIT Earnings Season
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability.
Positive
Seeking Alpha
1 week ago
Winners Of REIT Earnings Season
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.
Neutral
Seeking Alpha
1 week ago
REIT Slope Adjustment Has Overshadowed Future Value Gains
Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.
Positive
Seeking Alpha
1 week ago
REITs Rally As Rates Tumble
US equity markets declined for the fourth week in the past five after a frenetic slate of geopolitical headlines and economic data indicated a sluggish start to 2025 for global growth. The Atlanta Fed's updated growth forecast indicated a -1.5% contraction in first-quarter GDP, while PCE data showed the first monthly decline in personal spending in nearly two years. Buoyed by the interest rate retreat, real estate equities were also a notable source of strength this week as REIT earnings season wrapped up with a surprisingly solid slate of results.
Negative
Seeking Alpha
2 weeks ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
Positive
Seeking Alpha
3 weeks ago
Not All 2% Spreads Are Created Equal
Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.
Positive
Seeking Alpha
1 month ago
What We're Watching This REIT Earnings Season
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Following a year-end tumble that lingered into early 2025, REITs enter earnings season with a bit of upside momentum as Treasury Yields eased from the cusp of two-decade highs. Largely immune from trade/tariff and AI-related risk, REITs are coming back into favor after three years of historic underperformance, which has driven valuations to unusually "cheap" levels.
Positive
24/7 Wall Street
1 month ago
Baby Boomers: Top Fidelity ETFs to Secure Passive Income and Growth During Retirement
Fidelity is one of the leading brokerage firms that offers a wide range of low-cost ETFs.
Positive
Seeking Alpha
1 month ago
Morning In America
Following the best week since November, U.S. markets posted their best first-week of a Presidential term since 1985 as investors saw business-friendly undertones in the early days of the new administration. Striking an agreeable tone for markets that were wary of the inflationary impacts of trade and fiscal policy, President Trump focused on supply side policies and didn't immediately implement sweeping tariffs. Posting record-highs for the first time since early December, the S&P 500 gained another 1.7% on the week, notching back-to-back weekly gains following a stretch of 4-of-5 weekly losses.
Neutral
Seeking Alpha
1 month ago
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
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