KCM
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
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Key Capital Management's FREL Position: Q2 2026 in Review

Key Capital Management reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 17% in Q2 2026, selling an estimated $145 and leaving 25 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Key Capital Management first reported a position in FREL in Q4 2025 and has held it in 3 quarters since. The position peaked at $807 in Q1 2026. 114 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Key Capital Management held 25 shares of Fidelity MSCI Real Estate Index ETF worth $733 as of Q2 2026.
  • Key Capital Management sold 5 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $145.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #682 holding.
  • Key Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $807 in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.