Key Capital Management
FREL icon

Key Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Key Capital 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
2026
Q3 		$680 Hold
25
– – ﹤0.01% 722
2026
Q2 		$733 Sell
25
-5
-17% -$145 ﹤0.01% 682
2026
Q1 		$807 Hold
30
– – ﹤0.01% 622
2025
Q4 		$807 Buy
+30
New +$819 ﹤0.01% 452

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

Key Capital Management's FREL Position: Q3 2026 in Review

Key Capital Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q3 2026 at 25 shares worth $680. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Key Capital Management first reported a position in FREL in Q4 2025 and has held it in 4 quarters since. The position peaked at $807 in Q1 2026. 179 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Key Capital Management held 25 shares of Fidelity MSCI Real Estate Index ETF worth $680 as of Q3 2026.
  • Key Capital Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #722 holding.
  • Key Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $807 in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.