Heck Capital Advisors
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
Q3 		$6.32M Buy
232,425
+2,922
+1% +$85.9K 0.35% 58
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Heck Capital Advisors's FREL Position: Q3 2026 in Review

Heck Capital Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.3% in Q3 2026, buying an estimated $85.9K and bringing the position to 232,425 shares worth $6.32M. The position accounts for 0.35% of the portfolio, ranked #58.

Heck Capital Advisors first reported a position in FREL in Q4 2016 and has held it in 30 quarters since. The position peaked at $6.72M in Q2 2026. 179 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Heck Capital Advisors held 232,425 shares of Fidelity MSCI Real Estate Index ETF worth $6.32M as of Q3 2026.
  • Heck Capital Advisors bought 2,922 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $85.9K.
  • Fidelity MSCI Real Estate Index ETF made up 0.35% of Heck Capital Advisors's portfolio in Q3 2026, its #58 holding.
  • Heck Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2016 and has held it in 30 quarters since.
  • Heck Capital Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $6.72M in Q2 2026.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.