Rockefeller Capital Management
FREL icon

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

Rockefeller 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
Q1 		$6.51K Buy
242
+39
+19% +$1.09K ﹤0.01% 4159
2025
Q4 		$5.46K Hold
203
– – ﹤0.01% 4044
2025
Q3 		$5.64K Buy
+203
New +$5.59K ﹤0.01% 3838
2023
Q1 		– Sell
-266
Closed -$6K – 2677
2022
Q4 		$6K Sell
266
-351
-57% -$8.68K ﹤0.01% 3270
2022
Q3 		$14K Sell
617
-1,387
-69% -$38.7K ﹤0.01% 2926
2022
Q2 		$54K Buy
2,004
+332
+20% +$9.88K ﹤0.01% 2247
2022
Q1 		$54K Buy
+1,672
New +$53K ﹤0.01% 2265

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management's FREL Position: Q1 2026 in Review

Rockefeller Capital Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 19% in Q1 2026, buying an estimated $1.09K and bringing the position to 242 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4159.

Rockefeller Capital Management first reported a position in FREL in Q1 2022 and has held it in 7 quarters since. The position peaked at $54K in Q2 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Rockefeller Capital Management held 242 shares of Fidelity MSCI Real Estate Index ETF worth $6.51K as of Q1 2026.
  • Rockefeller Capital Management bought 39 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $1.09K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4159 holding.
  • Rockefeller Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $54K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.