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

Sapient Capital’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
-15,000
Closed -$407K – 456
2025
Q4 		$407K Buy
+15,000
New +$409K 0.01% 296

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sapient Capital's FREL Position: Q1 2026 in Review

Sapient Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026, closing a stake of 15,000 shares — an estimated $407K sold.

Sapient Capital first reported a position in FREL in Q4 2025 and held it in 1 quarter. The position peaked at $407K in Q4 2025. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Sapient Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2026 after selling out during the quarter.
  • Sapient Capital sold 15,000 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $407K.
  • Sapient Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and held it in 1 quarter.
  • Sapient Capital's Fidelity MSCI Real Estate Index ETF position peaked at $407K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Sapient Capital's 13F filing for Q1 2026, filed 8 Apr 2026.