HCA
FREL icon

Heck Capital Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Heck Capital Advisors’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
Q2 		$6.72M Sell
229,503
-6,427
-3% -$186K 0.4% 56
2026
Q1 		$6.35M Buy
235,930
+41
+0% +$1.14K 0.47% 41
2025
Q4 		$6.34M Buy
235,889
+393
+0.2% +$10.7K 0.47% 44
2025
Q3 		$6.55M Buy
235,496
+1,619
+0.7% +$44.6K 0.51% 45
2025
Q2 		$6.32M Buy
233,877
+24,812
+12% +$663K 0.54% 39
2025
Q1 		$5.74M Buy
209,065
+29,308
+16% +$806K 0.65% 40
2024
Q4 		$4.86M Buy
179,757
+88,654
+97% +$2.54M 0.21% 70
2024
Q3 		$2.69M Buy
91,103
+34,558
+61% +$961K 0.31% 57
2024
Q2 		$1.43M Sell
56,545
-675
-1% -$16.8K 0.18% 74
2024
Q1 		$1.49M Sell
57,220
-546
-0.9% -$14.1K 0.23% 64
2023
Q4 		$1.54M Buy
+57,766
New +$1.38M 0.25% 62
2021
Q4 		– Sell
-15,752
Closed -$479K – 118
2021
Q3 		$479K Sell
15,752
-7,920
-33% -$251K 0.1% 88
2021
Q2 		$720K Sell
23,672
-511
-2% -$15.1K 0.14% 75
2021
Q1 		$665K Buy
24,183
+1,266
+6% +$33.3K 0.15% 69
2020
Q4 		$582K Buy
+22,917
New +$566K 0.14% 65
2020
Q3 		– Sell
-18,434
Closed -$431K – 102
2020
Q2 		$431K Sell
18,434
-650
-3% -$14.6K 0.09% 60
2020
Q1 		$397K Sell
19,084
-176,153
-90% -$4.64M 0.11% 49
2019
Q4 		$5.44M Sell
195,237
-941
-0.5% -$26.1K 1.31% 18
2019
Q3 		$5.47M Buy
196,178
+4,526
+2% +$123K 1.68% 20
2019
Q2 		$5.02M Buy
191,652
+5,945
+3% +$155K 1.35% 20
2019
Q1 		$4.82M Buy
185,707
+3,960
+2% +$97.9K 1.44% 19
2018
Q4 		$4.07M Buy
181,747
+82,314
+83% +$1.94M 1.5% 20
2018
Q3 		$2.39M Sell
99,433
-718
-0.7% -$17.8K 0.79% 24
2018
Q2 		$2.46M Buy
100,151
+243
+0.2% +$5.69K 0.89% 21
2018
Q1 		$2.29M Sell
99,908
-98
-0.1% -$2.26K 1.01% 21
2017
Q4 		$2.47M Sell
100,006
-57
-0.1% -$1.41K 1.2% 21
2017
Q3 		$2.43M Sell
100,063
-249
-0.2% -$6.07K 1.3% 19
2017
Q2 		$2.43M Buy
+100,312
New +$2.42M 1.41% 18
2017
Q1 		– Sell
-67
Closed -$1.57K – 75
2016
Q4 		$1.57K Buy
+67
New +$1.54K ﹤0.01% 74

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heck Capital Advisors's FREL Position: Q2 2026 in Review

Heck Capital Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.7% in Q2 2026, selling an estimated $186K and leaving 229,503 shares worth $6.72M. The position accounts for 0.4% of the portfolio, ranked #56.

Heck Capital Advisors first reported a position in FREL in Q4 2016 and has held it in 29 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Heck Capital Advisors held 229,503 shares of Fidelity MSCI Real Estate Index ETF worth $6.72M as of Q2 2026.
  • Heck Capital Advisors sold 6,427 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $186K.
  • Fidelity MSCI Real Estate Index ETF made up 0.4% of Heck Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Heck Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2016 and has held it in 29 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.