Bank of Montreal
FREL icon

Bank of Montreal’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bank of Montreal’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
2026
Q1 		$5.38K Hold
200
– – ﹤0.01% 3623
2025
Q4 		$5.42K Buy
+200
New +$5.46K ﹤0.01% 3482
2023
Q2 		– Sell
-28,616
Closed -$879K – 4088
2023
Q1 		$879K Buy
+28,616
New +$739K ﹤0.01% 2123
2019
Q4 		– Sell
-385
Closed -$11K – 4896
2019
Q3 		$11K Buy
+385
New +$10.4K ﹤0.01% 4374

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's FREL Position: Q1 2026 in Review

Bank of Montreal held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 200 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Bank of Montreal first reported a position in FREL in Q3 2019 and has held it in 4 quarters since. The position peaked at $879K in Q1 2023. 203 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Bank of Montreal held 200 shares of Fidelity MSCI Real Estate Index ETF worth $5.38K as of Q1 2026.
  • Bank of Montreal left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3623 holding.
  • Bank of Montreal first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and has held it in 4 quarters since.
  • Bank of Montreal's Fidelity MSCI Real Estate Index ETF position peaked at $879K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.