Kovitz Investment Group Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kovitz Investment Group Partners’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	$2.4M	Buy	+81,922	New	+$2.38M	0.05%	205
2026 Q1	–	Sell	-55,517	Closed	-$1.49M	–	498
2025 Q4	$1.49M	Sell	55,517 -71,794	-56%	-$1.96M	0.03%	271
2025 Q3	$3.54M	Buy	127,311 +25,020	+24%	+$689K	0.01%	526
2025 Q2	$2.77M	Buy	+102,291	New	+$2.73M	0.01%	557
2025 Q1	–	Sell	-65,840	Closed	-$1.78M	–	1269
2024 Q4	$1.78M	Buy	65,840 +19,953	+43%	+$571K	0.01%	595
2024 Q3	$1.36M	Buy	+45,887	New	+$1.28M	0.01%	559

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group Partners's FREL Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 81,922 shares worth $2.4M. The stake represents 0.05% of the portfolio and ranks #205 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in FREL as recently as Q4 2025.

Kovitz Investment Group Partners first reported a position in FREL in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.54M in Q3 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Kovitz Investment Group Partners held 81,922 shares of Fidelity MSCI Real Estate Index ETF worth $2.4M as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new Kovitz Investment Group Partners position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #205 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2024 and has held it in 6 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Real Estate Index ETF position peaked at $3.54M in Q3 2025.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.