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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$27.24 -0.11 (-0.40%)
As of 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)
106
Total
Institutional Inflows
(last 12 months)
$319.71M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$32.45M
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FREL Institutional Buying and Selling by Quarter

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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
2/25/2025 Heck Capital Advisors LLC90,308$2.44M0.1%N/A0.247%
2/18/2025 Sunbelt Securities Inc.13,194$353K0.0%-61.7%0.036%
2/18/2025 Investmark Advisory Group LLC17,952$485K0.2%+11.0%0.048%
2/17/2025 Full Sail Capital LLC50,492$1.36M0.1%-6.4%0.136%
2/17/2025 Clarity Asset Management Inc.18,568$502K0.3%-2.0%0.050%
2/17/2025 EP Wealth Advisors LLC18,131$490K0.0%-2.1%0.049%
2/17/2025 Colonial Trust Co SC10,244$277K0.0%-26.5%0.028%
2/17/2025 Cetera Investment Advisers14,559$393K0.0%-7.6%0.039%
2/17/2025 Citadel Advisors LLC47,712$1.29M0.0%-34.8%0.129%
2/17/2025 Bank of America Corp DE36,590$989K0.0%+16.7%0.099%
2/17/2025 Ameriprise Financial Inc.40,468$1.09M0.0%+26.3%0.109%
2/17/2025 Asset Management Group Inc.67,936$1.84M0.3%-6.1%0.183%
2/14/2025 Keel Point LLC19,007$514K0.0%-3.0%0.051%
2/14/2025 Jane Street Group LLC14,420$390K0.0%N/A0.039%
2/14/2025 Rehmann Capital Advisory Group167,930$4.54M0.3%+54.2%0.453%
2/14/2025 Lido Advisors LLC1,207,751$32.63M0.1%+4.1%3.255%
2/14/2025 Johnson Financial Group Inc.1,600$44K0.0%+60.0%0.004%
2/14/2025 Stifel Financial Corp78,799$2.13M0.0%-1.2%0.212%
2/14/2025 OneDigital Investment Advisors LLC16,822$455K0.0%+15.8%0.045%
2/14/2025 Tower Research Capital LLC TRC 4,560$123K0.0%N/A0.012%
2/14/2025 MML Investors Services LLC134,835$3.64M0.0%+45.2%0.363%
2/13/2025 Demars Financial Group LLC316,263$8.55M0.0%+2,279.5%0.852%
2/13/2025 Rather & Kittrell Inc.33,308$900K0.2%-4.5%0.090%
2/13/2025 Mariner LLC46,298$1.25M0.0%-6.9%0.125%
2/13/2025 KDK Private Wealth Management LLC9,960$269K0.3%N/A0.027%
2/13/2025 Raymond James Financial Inc.115,417$3.12M0.0%N/A0.311%
2/13/2025 Advisory Services Network LLC148,301$4.01M0.1%+11.0%0.400%
2/13/2025 Envestnet Asset Management Inc.393,608$10.64M0.0%+18.2%1.061%
2/13/2025 Wells Fargo & Company MN21,383$578K0.0%+11.5%0.058%
2/13/2025 Smith Moore & CO.36,512$987K0.1%-1.9%0.098%
2/12/2025 Atlas Capital Advisors Inc.11,342$306K0.0%-51.6%0.031%
2/12/2025 O Shaughnessy Asset Management LLC1,756$47K0.0%+81.0%0.005%
2/12/2025 Physician Wealth Advisors Inc.187,848$5.08M0.9%-2.4%0.506%
2/12/2025 Brown Brothers Harriman & Co.2,384$64K0.0%-16.4%0.006%
2/12/2025 JPMorgan Chase & Co.48,161$1.30M0.0%+4.9%0.130%
2/12/2025 Financial Engines Advisors L.L.C.140,813$3.81M0.0%-5.1%0.380%
2/12/2025 PKS Advisory Services LLC36,412$984K0.3%N/A0.098%
2/11/2025 Prospect Financial Group LLC98,804$2.67M3.3%N/A0.266%
2/11/2025 Modern Wealth Management LLC21,605$599K0.0%N/A0.058%
2/11/2025 Congress Wealth Management LLC DE60,466$1.63M0.0%+6.7%0.163%
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2/11/2025 LPL Financial LLC311,417$8.41M0.0%-0.5%0.839%
2/11/2025 Independent 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%
2/10/2025 Corient Private Wealth LLC7,489$202K0.0%N/A0.020%
2/10/2025 Balanced Wealth Group LLC26,118$717K0.3%+4.6%0.070%
2/10/2025 Commonwealth Equity Services LLC566,807$15.32M0.0%+26.5%1.528%
2/10/2025 Avantax Advisory Services Inc.361,369$9.76M0.1%+2.1%0.974%
2/10/2025 Essential 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%
2/7/2025 HighTower Advisors LLC139,563$3.77M0.0%+2.7%0.376%
2/7/2025 AGF Management Ltd.141,754$3.83M0.0%+19.4%0.382%
2/7/2025 Palisades Hudson Asset Management L.P.57,373$1.55M0.7%-3.3%0.155%
2/7/2025 Tortoise Investment Management LLC52,474$1.42M0.1%-2.3%0.141%
2/7/2025 Larson Financial Group LLC5,412$146K0.0%+330.5%0.015%
2/7/2025 PNC Financial Services Group Inc.1,314,065$35.51M0.0%-2.9%3.542%
2/6/2025 Blue Barn Wealth LLC110,617$2.99M1.6%+6.4%0.298%
2/6/2025 Raymond James Financial Inc.115,417$3.12M0.0%N/A0.311%
2/6/2025 Atria 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%
2/6/2025 Mission Wealth Management LP15,806$427K0.0%-16.0%0.043%
2/6/2025 Modera Wealth Management LLC11,533$312K0.0%-15.7%0.031%
2/5/2025 Kohmann Bosshard Financial Services LLC11,131$301K0.0%+36.1%0.030%
2/5/2025 Smartleaf Asset Management LLC3,339$89K0.0%+16.7%0.009%
2/5/2025 Riverpoint 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%
2/4/2025 IFP Advisors Inc9,273$251K0.0%+80.5%0.025%
2/4/2025 Birchcreek Wealth Management LLC35,942$971K0.6%+5.4%0.097%
2/4/2025 Black Diamond Financial LLC529,194$14.30M2.1%+9.8%1.426%
2/3/2025 Sigma Planning Corp11,069$299K0.0%-72.5%0.030%
2/3/2025 Fingerlakes Wealth Management Inc.14,927$403K0.3%+3.9%0.040%
1/31/2025 Global Retirement Partners LLC18,944$512K0.0%+8.5%0.051%
1/31/2025 Kestra Investment Management LLC1,170$32K0.0%N/A0.003%
1/31/2025 Atria Wealth Solutions Inc.27,355$739K0.0%+11.8%0.074%
1/31/2025 Venturi Wealth Management LLC13,829$374K0.0%-3.3%0.037%
1/31/2025 Citizens & Northern Corp783,067$21.16M5.8%-2.6%2.111%
1/31/2025 J.W. Cole Advisors Inc.28,598$773K0.0%+8.3%0.077%
1/30/2025 Principal Securities Inc.4,954$134K0.0%+11.9%0.013%
1/30/2025 Blue Trust Inc.13,797$373K0.0%-50.8%0.037%
1/30/2025 Life Planning Partners Inc1,158,005$31.29M0.2%+2,604.0%3.121%
1/30/2025 Pathway Financial Advisers LLC10,192$275K0.1%-7.9%0.027%
1/29/2025 Beckerman Institutional LLC30,567$826K0.7%+2.8%0.082%
1/29/2025 Marks Group Wealth Management Inc60,489$1.63M0.2%-11.5%0.163%
1/29/2025 First National Corp MA ADV55,530$1.50M0.3%+4.9%0.150%
1/28/2025 Lodestar Private Asset Management LLC66,346$1.79M0.2%+1.3%0.179%
1/27/2025 Rik Saylor Financial Inc.15,985$432K0.4%N/A0.043%
1/23/2025 Heck Capital Advisors LLC90,308$2.44M0.2%N/A0.243%
1/23/2025 Capital Investment Advisory Services LLC2,018$55K0.0%+63.9%0.005%
1/23/2025 Foster & Motley Inc.8,399$227K0.0%-14.5%0.023%
1/22/2025 Forte Asset Management LLC76,004$2.05M1.1%+9.0%0.205%
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1/22/2025 Blue Trust Inc.19,113$563K0.0%-31.9%0.052%
1/22/2025 Kingswood Wealth Advisors LLC11,423$309K0.0%N/A0.031%
1/21/2025 Sachetta 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%
(Data available from 1/1/2016 forward)

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FREL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FREL shares?

During the previous two years, 201 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 AE Wealth Management LLC ($15.84M).Learn more on FREL's institutional investors.

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

Of the 164 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 14,649,189 shares in the last 24 months. This purchase volume represents approximately $389.55M in transactions.

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

Of the 116 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 10,025,523 shares in the last 24 months. This volume of shares sold represents approximately $255.40M in transactions.


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This page (NYSEARCA:FREL) was last updated on 3/27/2025 by MarketBeat.com Staff
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