Kovitz Investment Group Partners
FREL icon

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
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

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