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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$26.34 +0.40 (+1.54%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$322.38M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$32.77M
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Skip Chart & View Institutional Buying and Selling Data

FREL Institutional Buying and Selling by Quarter

Fidelity MSCI Real Estate Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Robertson Stephens Wealth Management LLC9,440$259K0.0%-4.6%0.026%
4/17/2025Lynch & Associates IN12,147$334K0.1%+7.4%0.033%
4/17/2025Mission Wealth Management LP15,147$416K0.0%-4.2%0.041%
4/17/2025Dynamic Advisor Solutions LLC234,589$6.44M0.2%+4.8%0.638%
4/16/2025 Schoolcraft Capital LLC114,499$3.15M0.6%-5.2%0.312%
4/14/2025 Truefg LLC587,099$16.13M5.3%+4.2%1.598%
4/14/2025 Tounjian Advisory Partners LLC12,352$339K0.1%N/A0.034%
4/14/2025 Farther Finance Advisors LLC40,250$1.11M0.0%+18.4%0.110%
4/14/2025 BCS Wealth Management12,595$346K0.1%-21.4%0.034%
4/14/2025 Park Avenue Securities LLC37,686$1.04M0.0%N/A0.103%
4/11/2025 First National Corp MA ADV62,289$1.71M0.4%+12.2%0.169%
4/11/2025 Snider Financial Group16,087$442K0.1%-13.1%0.044%
4/10/2025 HF Advisory Group LLC44,835$1.23M0.5%+9.1%0.122%
4/9/2025 RFG Advisory LLC135,723$3.73M0.1%+5.5%0.369%
4/9/2025 Merit Financial Group LLC7,654$210K0.0%N/A0.021%
4/9/2025 SigFig Wealth Management LLC108,858$2.96M0.1%+0.9%0.296%
4/2/2025 Marotta Asset Management141,485$4.17M0.9%-1.4%0.385%
2/25/2025Heck Capital Advisors LLC90,308$2.44M0.1%N/A0.247%
2/18/2025Sunbelt Securities Inc.13,194$353K0.0%-61.7%0.036%
2/18/2025Investmark Advisory Group LLC17,952$485K0.2%+11.0%0.048%
2/17/2025Full Sail Capital LLC50,492$1.36M0.1%-6.4%0.136%
2/17/2025Clarity Asset Management Inc.18,568$502K0.3%-2.0%0.050%
2/17/2025EP Wealth Advisors LLC18,131$490K0.0%-2.1%0.049%
2/17/2025Colonial Trust Co SC10,244$277K0.0%-26.5%0.028%
2/17/2025Cetera Investment Advisers14,559$393K0.0%-7.6%0.039%
2/17/2025Citadel Advisors LLC47,712$1.29M0.0%-34.8%0.129%
2/17/2025Bank of America Corp DE36,590$989K0.0%+16.7%0.099%
2/17/2025Ameriprise Financial Inc.40,468$1.09M0.0%+26.3%0.109%
2/17/2025Asset Management Group Inc.67,936$1.84M0.3%-6.1%0.183%
2/14/2025Keel Point LLC19,007$514K0.0%-3.0%0.051%
2/14/2025Jane Street Group LLC14,420$390K0.0%N/A0.039%
2/14/2025Rehmann Capital Advisory Group167,930$4.54M0.3%+54.2%0.453%
2/14/2025Lido Advisors LLC1,207,751$32.63M0.1%+4.1%3.255%
2/14/2025Johnson Financial Group Inc.1,600$44K0.0%+60.0%0.004%
2/14/2025Stifel Financial Corp78,799$2.13M0.0%-1.2%0.212%
2/14/2025OneDigital Investment Advisors LLC16,822$455K0.0%+15.8%0.045%
2/14/2025Tower Research Capital LLC TRC 4,560$123K0.0%N/A0.012%
2/14/2025MML Investors Services LLC134,835$3.64M0.0%+45.2%0.363%
2/13/2025Demars Financial Group LLC316,263$8.55M0.0%+2,279.5%0.852%
2/13/2025Rather & Kittrell Inc.33,308$900K0.2%-4.5%0.090%
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2/13/2025Mariner LLC46,298$1.25M0.0%-6.9%0.125%
2/13/2025KDK Private Wealth Management LLC9,960$269K0.3%N/A0.027%
2/13/2025Raymond James Financial Inc.115,417$3.12M0.0%N/A0.311%
2/13/2025Advisory Services Network LLC148,301$4.01M0.1%+11.0%0.400%
2/13/2025Envestnet Asset Management Inc.393,608$10.64M0.0%+18.2%1.061%
2/13/2025Wells Fargo & Company MN21,383$578K0.0%+11.5%0.058%
2/13/2025Smith Moore & CO.36,512$987K0.1%-1.9%0.098%
2/12/2025Atlas Capital Advisors Inc.11,342$306K0.0%-51.6%0.031%
2/12/2025O Shaughnessy Asset Management LLC1,756$47K0.0%+81.0%0.005%
2/12/2025Physician Wealth Advisors Inc.187,848$5.08M0.9%-2.4%0.506%
2/12/2025Brown Brothers Harriman & Co.2,384$64K0.0%-16.4%0.006%
2/12/2025JPMorgan Chase & Co.48,161$1.30M0.0%+4.9%0.130%
2/12/2025Financial Engines Advisors L.L.C.140,813$3.81M0.0%-5.1%0.380%
2/12/2025PKS Advisory Services LLC36,412$984K0.3%N/A0.098%
2/11/2025Prospect Financial Group LLC98,804$2.67M3.3%N/A0.266%
2/11/2025Modern Wealth Management LLC21,605$599K0.0%N/A0.058%
2/11/2025Congress Wealth Management LLC DE60,466$1.63M0.0%+6.7%0.163%
2/11/2025LPL Financial LLC311,417$8.41M0.0%-0.5%0.839%
2/11/2025Independent Solutions Wealth Management LLC113,041$3.05M0.7%-22.2%0.305%
2/11/2025 SigFig Wealth Management LLC107,922$2.89M0.1%+1.0%0.291%
2/10/2025Corient Private Wealth LLC7,489$202K0.0%N/A0.020%
2/10/2025 Balanced Wealth Group LLC26,118$717K0.3%+4.6%0.070%
2/10/2025Commonwealth Equity Services LLC566,807$15.32M0.0%+26.5%1.528%
2/10/2025Avantax Advisory Services Inc.361,369$9.76M0.1%+2.1%0.974%
2/10/2025Essential Planning LLC.7,939,810$227.23M1.5%+6,175.9%21.401%
2/10/2025 Farther Finance Advisors LLC34,007$919K0.0%+12,929.5%0.092%
2/7/2025HighTower Advisors LLC139,563$3.77M0.0%+2.7%0.376%
2/7/2025AGF Management Ltd.141,754$3.83M0.0%+19.4%0.382%
2/7/2025Palisades Hudson Asset Management L.P.57,373$1.55M0.7%-3.3%0.155%
2/7/2025Tortoise Investment Management LLC52,474$1.42M0.1%-2.3%0.141%
2/7/2025Larson Financial Group LLC5,412$146K0.0%+330.5%0.015%
2/7/2025PNC Financial Services Group Inc.1,314,065$35.51M0.0%-2.9%3.542%
2/6/2025Blue Barn Wealth LLC110,617$2.99M1.6%+6.4%0.298%
2/6/2025Raymond James Financial Inc.115,417$3.12M0.0%N/A0.311%
2/6/2025Atria Investments Inc40,270$1.09M0.0%-39.5%0.109%
2/6/2025 Snider Financial Group18,520$500K0.2%N/A0.050%
2/6/2025 Disciplined Investments LLC10,399$281K0.1%-18.1%0.028%
2/6/2025Mission Wealth Management LP15,806$427K0.0%-16.0%0.043%
2/6/2025Modera Wealth Management LLC11,533$312K0.0%-15.7%0.031%
2/5/2025Kohmann Bosshard Financial Services LLC11,131$301K0.0%+36.1%0.030%
2/5/2025Smartleaf Asset Management LLC3,339$89K0.0%+16.7%0.009%
2/5/2025Riverpoint Wealth Management Holdings LLC430,742$11.64M3.0%+0.8%1.161%
2/4/2025 Schoolcraft Capital LLC120,746$3.26M0.7%-2.2%0.325%
2/4/2025IFP Advisors Inc9,273$251K0.0%+80.5%0.025%
2/4/2025Birchcreek Wealth Management LLC35,942$971K0.6%+5.4%0.097%
2/4/2025Black Diamond Financial LLC529,194$14.30M2.1%+9.8%1.426%
2/3/2025Sigma Planning Corp11,069$299K0.0%-72.5%0.030%
2/3/2025Fingerlakes Wealth Management Inc.14,927$403K0.3%+3.9%0.040%
1/31/2025Global Retirement Partners LLC18,944$512K0.0%+8.5%0.051%
1/31/2025Kestra Investment Management LLC1,170$32K0.0%N/A0.003%
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1/31/2025Atria Wealth Solutions Inc.27,355$739K0.0%+11.8%0.074%
1/31/2025Venturi Wealth Management LLC13,829$374K0.0%-3.3%0.037%
1/31/2025Citizens & Northern Corp783,067$21.16M5.8%-2.6%2.111%
1/31/2025J.W. Cole Advisors Inc.28,598$773K0.0%+8.3%0.077%
1/30/2025Principal Securities Inc.4,954$134K0.0%+11.9%0.013%
1/30/2025Blue Trust Inc.13,797$373K0.0%-50.8%0.037%
1/30/2025Life Planning Partners Inc1,158,005$31.29M0.2%+2,604.0%3.121%
1/30/2025Pathway Financial Advisers LLC10,192$275K0.1%-7.9%0.027%
1/29/2025Beckerman Institutional LLC30,567$826K0.7%+2.8%0.082%
1/29/2025Marks Group Wealth Management Inc60,489$1.63M0.2%-11.5%0.163%
(Data available from 1/1/2016 forward)

FREL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FREL shares?

During the previous two years, 202 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($1.38B), Essential Planning LLC. ($227.23M), PNC Financial Services Group Inc. ($35.51M), Lido Advisors LLC ($32.63M), Life Planning Partners Inc ($31.29M), Citizens & Northern Corp ($21.16M), and Truefg LLC ($16.13M).Learn more on FREL's institutional investors.

Which institutional investors have been buying Fidelity MSCI Real Estate Index ETF stock?

Of the 165 institutional investors that purchased Fidelity MSCI Real Estate Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($7.84M), Life Planning Partners Inc ($1.16M), Demars Financial Group LLC ($303.46K), Black Diamond Financial LLC ($258.58K), Raymond James Financial Inc. ($230.83K), AE Wealth Management LLC ($216.32K), and Heck Capital Advisors LLC ($180.62K).

How much institutional buying is happening at Fidelity MSCI Real Estate Index ETF?

Institutional investors have bought a total of 14,723,770 shares in the last 24 months. This purchase volume represents approximately $391.71M in transactions.

Which Fidelity MSCI Real Estate Index ETF major shareholders have been selling company stock?

Of the 117 institutional investors that sold Fidelity MSCI Real Estate Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($6.15M), Commonwealth Equity Services LLC ($501.34K), Riverpoint Wealth Management Holdings LLC ($388.99K), Adamsbrown Wealth Consultants LLC ($187.65K), Atria Investments Inc ($185.95K), Envestnet Asset Management Inc. ($172.98K), and Sigma Planning Corp ($161.17K).

How much institutional selling is happening at Fidelity MSCI Real Estate Index ETF?

Institutional investors have sold a total of 10,005,387 shares in the last 24 months. This volume of shares sold represents approximately $254.94M in transactions.


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This page (NYSEARCA:FREL) was last updated on 4/17/2025 by MarketBeat.com Staff
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