KIM
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Kestra Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-1,170
Closed -$31.6K – 1087
2024
Q4 		$31.6K Buy
+1,170
New +$33.5K ﹤0.01% 630

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Kestra Investment Management's FREL Position: Q1 2025 in Review

Kestra Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 1,170 shares — an estimated $31.6K sold.

Kestra Investment Management first reported a position in FREL in Q4 2024 and held it in 1 quarter. The position peaked at $31.6K in Q4 2024. 201 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • Kestra Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,170 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $31.6K.
  • Kestra Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $31.6K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.