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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$27.69 +0.50 (+1.84%)
As of 01/21/2025 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)
88
Total
Institutional Inflows
(last 12 months)
$54.30M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$86.72M
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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
1/21/2025Sachetta LLC65,503$1.77M0.7%+6.8%0.177%
1/17/2025 Galvin Gaustad & Stein LLC11,902$322K0.0%-90.8%0.032%
1/17/2025 NorthLanding Financial Partners LLC9,662$261K0.3%+7.6%0.026%
1/17/2025 Beaumont Financial Advisors LLC62,696$1.69M0.1%+32.5%0.169%
1/16/2025 Pure Financial Advisors LLC436,684$11.80M0.3%-2.9%1.177%
1/16/2025 Diversify Advisory Services LLC29,975$779K0.0%-29.2%0.081%
1/16/2025 Diversify Wealth Management LLC134,073$3.48M0.3%-9.6%0.361%
1/15/2025 HF Advisory Group LLC41,081$1.11M0.5%+7.8%0.111%
1/15/2025 Smith Salley Wealth Management16,470$445K0.0%-4.4%0.044%
1/15/2025 Ameritas Advisory Services LLC11,911$322K0.0%N/A0.032%
1/15/2025 Truefg LLC563,565$15.23M5.0%+2.8%1.519%
1/14/2025 PCA Investment Advisory Services Inc.8,547$231K0.1%-6.9%0.023%
1/13/2025 BCS Wealth Management16,023$433K0.1%N/A0.043%
1/13/2025 AdvisorNet Financial Inc1,422$38K0.0%-67.1%0.004%
1/13/2025 Elevated Capital Advisors LLC24,421$660K0.2%+152.4%0.066%
1/13/2025 Eagle Bay Advisors LLC52,018$1.41M0.9%-22.0%0.140%
1/10/2025 Marotta Asset Management143,514$3.84M0.8%+1.4%0.387%
12/26/2024JPMorgan Chase & Co.45,904$1.35M0.0%-8.6%0.124%
12/19/2024Independent Solutions Wealth Management LLC145,331$4.28M1.0%-5.2%0.392%
11/25/2024Wilmington Savings Fund Society FSB6,984$206K0.0%N/A0.019%
11/18/2024Rehmann Capital Advisory Group108,937$3.21M0.2%-1.6%0.294%
11/18/2024Sunbelt Securities Inc.34,447$1.02M0.1%+99.4%0.093%
11/15/2024MML Investors Services LLC92,888$2.74M0.0%-0.5%0.250%
11/15/2024Orion Portfolio Solutions LLC57,875$1.71M0.0%-5.8%0.156%
11/15/2024EP Wealth Advisors LLC18,522$546K0.0%-3.3%0.050%
11/15/2024HighTower Advisors LLC135,885$4.01M0.0%-0.6%0.366%
11/14/2024Stone House Investment Management LLC2,035$60K0.0%-42.1%0.005%
11/13/2024Townsquare Capital LLC12,554$370K0.0%+7.4%0.034%
11/13/2024FMR LLC3,153$93K0.0%-17.3%0.008%
11/13/2024Brown Brothers Harriman & Co.2,853$84K0.0%+147.7%0.008%
11/12/2024Larson Financial Group LLC1,257$37K0.0%+2,144.6%0.003%
11/12/2024Meridian Wealth Management LLC9,797$289K0.0%N/A0.026%
11/12/2024Nwam LLC65,620$1.93M0.1%N/A0.177%
11/12/2024Asset Management Group Inc.72,384$2.13M0.4%+0.6%0.195%
11/8/2024Cedar Wealth Management LLC17,594$519K0.2%+1,606.5%0.047%
11/8/2024Sachetta LLC61,328$1.81M0.7%+5.6%0.165%
11/8/2024PNC Financial Services Group Inc.1,353,946$39.91M0.0%-9.3%3.649%
11/7/2024MAI Capital Management342,835$10.11M0.1%-0.2%0.924%
11/7/2024MB Generational Wealth LLC7,396$218K0.2%N/A0.020%
11/7/2024Essential Planning LLC.126,512$3.73M1.5%+0.4%0.341%
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11/6/2024Birchcreek Wealth Management LLC34,105$1.01M0.7%+1.7%0.092%
11/6/2024Black Diamond Financial LLC481,947$14.25M2.4%+10.9%1.299%
11/6/2024OneDigital Investment Advisors LLC14,532$428K0.0%+9.7%0.039%
11/5/2024Prime Capital Investment Advisors LLC8,001$236K0.0%-27.0%0.022%
11/4/2024Venturi Wealth Management LLC14,297$421K0.0%-7.4%0.039%
11/4/2024Riverpoint Wealth Management Holdings LLC427,240$12.60M3.2%+4.8%1.152%
11/4/2024Sigma Planning Corp40,240$1.19M0.0%-4.4%0.108%
11/1/2024Atria Investments Inc66,590$1.96M0.0%-5.3%0.179%
11/1/2024Demars Financial Group LLC13,291$392K0.2%-7.5%0.036%
11/1/2024Rather & Kittrell Inc.34,860$1.03M0.3%-3.6%0.094%
11/1/2024 Galvin Gaustad & Stein LLC129,572$3.82M0.3%+1.8%0.349%
11/1/2024Beckerman Institutional LLC29,736$877K0.7%N/A0.080%
10/30/2024Foster & Motley Inc.9,826$290K0.0%-25.6%0.026%
10/30/2024 HF Advisory Group LLC38,117$1.12M0.5%+1.2%0.103%
10/30/2024Palisades Hudson Asset Management L.P.59,322$1.75M0.7%+4.2%0.160%
10/29/2024Opes Wealth Management LLC104,956$3.09M0.6%+0.5%0.283%
10/29/2024 Pure Financial Advisors LLC449,545$13.25M0.3%-2.4%1.212%
10/28/2024Penobscot Wealth Management10,421$307K0.2%-3.6%0.028%
10/28/2024Forte Asset Management LLC69,741$2.06M1.1%-4.7%0.188%
10/25/2024 Diversify Wealth Management LLC148,275$4.33M0.4%+25.0%0.400%
10/25/2024Pathway Financial Advisers LLC11,069$326K0.0%-39.6%0.030%
10/25/2024Lodestar Private Asset Management LLC65,512$1.93M0.2%+4.1%0.177%
10/25/2024 Diversify Advisory Services LLC42,321$1.23M0.1%-39.0%0.114%
10/24/2024J.W. Cole Advisors Inc.26,412$779K0.0%+5.9%0.071%
10/24/2024Modera Wealth Management LLC13,681$403K0.0%-3.0%0.037%
10/24/2024Pathway Financial Advisers LLC11,069$326K0.0%-39.6%0.030%
10/22/2024 Eagle Bay Advisors LLC66,673$1.97M0.8%-13.0%0.180%
10/22/2024 Elevated Capital Advisors LLC9,675$285K0.1%N/A0.026%
10/22/2024Private Advisor Group LLC7,473$220K0.0%-7.4%0.020%
10/18/2024Raymond James & Associates103,792$3.06M0.0%+1.0%0.280%
10/18/2024Blue Trust Inc.28,070$828K0.0%-23.2%0.076%
10/17/2024RFG Advisory LLC128,865$3.80M0.1%+2.7%0.347%
10/16/2024Global Retirement Partners LLC17,453$515K0.0%+15.4%0.047%
10/16/2024B.O.S.S. Retirement Advisors LLC16,480$486K0.1%+24.9%0.044%
10/16/2024Physician Wealth Advisors Inc.192,391$5.62M1.0%-8.7%0.519%
10/16/2024 Lynch & Associates IN11,504$339K0.1%+3.9%0.031%
10/11/2024Creative Planning263,418$7.77M0.0%-3.0%0.710%
10/9/2024Red Mountain Financial LLC7,358$217K0.2%N/A0.020%
10/8/2024CWM LLC4,336$128K0.0%+62.9%0.012%
10/8/2024First National Corp MA ADV52,934$1.56M0.3%+1.7%0.143%
10/8/2024Dynamic Advisor Solutions LLC224,225$6.61M0.2%+1.4%0.604%
10/7/2024Schoolcraft Capital LLC123,465$3.64M0.7%-0.4%0.333%
8/19/2024EP Wealth Advisors LLC19,151$485K0.0%-7.0%0.052%
8/16/2024Northwestern Mutual Wealth Management Co.381,339$9.66M0.0%+0.1%1.028%
8/16/2024Creative Planning271,447$6.88M0.0%-3.2%0.732%
8/16/2024Full Sail Capital LLC54,125$1.37M0.1%-4.7%0.146%
8/16/2024Clarity Asset Management Inc.19,200$487K0.3%+16.4%0.052%
8/13/2024Asset Management Group Inc.71,983$1.82M0.3%-0.8%0.194%
8/13/2024Balanced Wealth Group LLC24,897$624K0.2%-3.9%0.067%
8/13/2024Thrivent Financial for Lutherans50,689$1.28M0.0%+5.2%0.137%
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8/13/2024AE Wealth Management LLC625,027$15.84M0.2%+29.4%1.685%
8/13/2024Cedar Wealth Management LLC1,031$26K0.0%-96.9%0.003%
8/12/2024Glass Jacobson Investment Advisors llc37,797$958K0.3%-1.8%0.102%
8/9/2024SigFig Wealth Management LLC110,006$2.79M0.1%+2.7%0.297%
8/9/2024Black Diamond Financial LLC434,473$11.01M2.1%+31.0%1.171%
8/8/2024 Diversify Wealth Management LLC118,665$3.18M0.4%N/A0.320%
8/8/2024J.W. Cole Advisors Inc.24,937$632K0.0%+14.3%0.067%
8/8/2024American Financial & Tax Strategies Inc.192,809$4.89M2.6%+1.6%0.520%
8/8/2024Envestnet Asset Management Inc.305,221$7.73M0.0%+10.3%0.823%
8/8/2024Grand Wealth Management LLC10,158$257K0.2%-32.0%0.027%
(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, 193 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), PNC Financial Services Group Inc. ($39.91M), Lido Advisors LLC ($20.01M), Citizens & Northern Corp ($19.37M), AE Wealth Management LLC ($15.84M), Truefg LLC ($15.23M), and Black Diamond Financial LLC ($14.25M).Learn more on FREL's institutional investors.

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

Of the 157 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: Riverpoint Wealth Management Holdings LLC ($346.12K), AE Wealth Management LLC ($217.93K), Truefg LLC ($215.73K), Black Diamond Financial LLC ($211.34K), LaSalle St. Investment Advisors LLC ($189.29K), Citizens & Northern Corp ($155.12K), and Envestnet Asset Management Inc. ($153.89K).

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

Institutional investors have bought a total of 5,509,688 shares in the last 24 months. This purchase volume represents approximately $139.79M in transactions.

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

Of the 115 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. ($7.08M), Commonwealth Equity Services LLC ($502.40K), Riverpoint Wealth Management Holdings LLC ($388.99K), Adamsbrown Wealth Consultants LLC ($187.65K), Prostatis Group LLC ($174.05K), Envestnet Asset Management Inc. ($172.98K), and Atria Investments Inc ($159.63K).

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

Institutional investors have sold a total of 11,217,044 shares in the last 24 months. This volume of shares sold represents approximately $284.32M in transactions.


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This page (NYSEARCA:FREL) was last updated on 1/22/2025 by MarketBeat.com Staff
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