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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$27.42 -0.12 (-0.42%)
As of 02:51 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)
118
Total
Institutional Inflows
(last 12 months)
$358.35M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$59.10M
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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
8/19/2025 Advisory Services Network LLC21,253$575K0.0%-86.3%0.057%
8/15/2025 Tower Research Capital LLC TRC 29,797$806K0.0%N/A0.079%
8/15/2025 Corient Private Wealth LLC9,551$258K0.0%N/A0.025%
8/15/2025 Keel Point LLC14,431$390K0.0%-15.6%0.038%
8/15/2025 Truefg LLC603,416$16.32M4.8%+2.8%1.609%
8/15/2025 Smartleaf Asset Management LLC4,202$113K0.0%-13.4%0.011%
8/15/2025 MML Investors Services LLC184,060$4.98M0.0%+11.2%0.491%
8/15/2025 Modern Wealth Management LLC23,578$638K0.0%+9.1%0.063%
8/15/2025 EP Wealth Advisors LLC15,066$407K0.0%-3.1%0.040%
8/15/2025 Essential Planning LLC.131,503$3.56M1.3%+1.7%0.351%
8/15/2025 Bank of America Corp DE41,932$1.13M0.0%+48.3%0.112%
8/15/2025 Ameriprise Financial Inc.59,639$1.55M0.0%+15.1%0.159%
8/14/2025 Jane Street Group LLC15,874$429K0.0%N/A0.042%
8/14/2025 Ausdal Financial Partners Inc.14,385$389K0.0%-11.6%0.038%
8/14/2025 Raymond James Financial Inc.112,015$3.03M0.0%-2.4%0.299%
8/14/2025 Diversify Wealth Management LLC150,809$4.07M0.3%+2.3%0.402%
8/14/2025 Diversify Advisory Services LLC50,011$1.35M0.1%+26.8%0.133%
8/13/2025 CW Advisors LLC72,388$1.96M0.0%+19.9%0.193%
8/13/2025 Lido Advisors LLC1,221,408$33.03M0.1%+5.9%3.257%
8/13/2025 Northwestern Mutual Wealth Management Co.416,893$11.27M0.0%+1.4%1.112%
8/12/2025 J.W. Cole Advisors Inc.38,682$1.05M0.0%+21.5%0.103%
8/12/2025 Steward Partners Investment Advisory LLC105,892$2.86M0.0%+13,304.1%0.282%
8/12/2025 Global Retirement Partners LLC15,464$418K0.0%N/A0.041%
8/12/2025 MAI Capital Management380,222$10.28M0.1%+12.7%1.014%
8/12/2025 JPMorgan Chase & Co.56,975$1.54M0.0%+33.6%0.152%
8/8/2025 Tortoise Investment Management LLC51,254$1.39M0.1%-1.3%0.137%
8/8/2025 Avantax Advisory Services Inc.404,892$10.95M0.1%-2.2%1.081%
8/8/2025 Cetera Investment Advisers42,412$1.15M0.0%-77.9%0.113%
8/8/2025 Creative Planning229,082$6.19M0.0%-8.0%0.612%
8/8/2025 PNC Financial Services Group Inc.1,122,803$30.36M0.0%-7.6%2.998%
8/7/2025 Nwam LLC64,360$1.77M0.1%-4.8%0.172%
8/7/2025 Birchcreek Wealth Management LLC44,311$1.20M0.7%+7.6%0.118%
8/6/2025 AGF Management Ltd.303,151$8.20M0.0%+1.5%0.809%
8/6/2025 AE Wealth Management LLC1,037,875$28.06M0.2%+1.2%2.771%
8/6/2025 Stone House Investment Management LLC1,680$45K0.0%-72.8%0.004%
8/6/2025 Atlantic Union Bankshares Corp1,000$27K0.0%N/A0.003%
8/5/2025 Beckerman Institutional LLC49,792$1.35M0.9%+42.8%0.133%
8/5/2025 Blue Barn Wealth LLC120,775$3.27M1.5%+3.2%0.322%
8/5/2025 Snider Financial Group16,519$447K0.1%+2.7%0.044%
8/5/2025 Mission Wealth Management LP14,664$397K0.0%-3.2%0.039%
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8/4/2025 Atria Investments Inc39,891$1.08M0.0%-6.4%0.107%
8/1/2025 American Financial & Tax Strategies Inc.189,228$5.12M2.6%+1.5%0.505%
8/1/2025 Envestnet Asset Management Inc.532,562$14.40M0.0%-40.0%1.422%
7/31/2025 Schoolcraft Capital LLC91,428$2.47M0.5%-20.1%0.244%
7/31/2025 Glass Jacobson Investment Advisors llc38,756$1.05M0.4%+2.4%0.103%
7/31/2025 Opes Wealth Management LLC120,698$3.26M0.6%+2.4%0.322%
7/30/2025 Caliber Wealth Management LLC KS48,066$1.30M0.1%-4.8%0.128%
7/30/2025 Rehmann Capital Advisory Group198,454$5.37M0.3%+1.6%0.530%
7/30/2025 Black Diamond Financial LLC566,976$15.33M2.4%+0.1%1.514%
7/30/2025 Brookstone Capital Management13,660$369K0.0%-5.1%0.036%
7/30/2025 Citizens & Northern Corp820,011$22.17M5.9%+3.8%2.190%
7/30/2025 Fingerlakes Wealth Management Inc.16,972$459K0.3%+11.7%0.045%
7/30/2025 Demars Financial Group LLC9,942$269K0.1%-97.0%0.027%
7/29/2025 Foster & Motley Inc.9,893$268K0.0%+11.5%0.026%
7/28/2025 Rik Saylor Financial Inc.15,389$416K0.3%-3.2%0.041%
7/28/2025 RFG Advisory LLC137,030$3.71M0.1%+1.0%0.366%
7/25/2025 Atria Wealth Solutions Inc.55,917$1.52M0.0%+13.2%0.149%
7/25/2025 Riverpoint Wealth Management Holdings LLC467,376$12.64M3.0%+3.9%1.248%
7/25/2025 CWM LLC9,844$266K0.0%+21.1%0.026%
7/25/2025 Lodestar Private Asset Management LLC71,751$1.94M0.2%+3.5%0.192%
7/24/2025 Blue Trust Inc.8,666$234K0.0%-33.4%0.023%
7/24/2025 Galvin Gaustad & Stein LLC7,744$209K0.0%N/A0.021%
7/24/2025 Grand Wealth Management LLC7,731$209K0.1%N/A0.021%
7/23/2025 Venturi Wealth Management LLC13,066$353K0.0%-4.2%0.035%
7/23/2025 Independent Solutions Wealth Management LLC115,511$3.12M0.6%+0.7%0.308%
7/23/2025 Heck Capital Advisors LLC233,877$6.32M0.5%+11.9%0.624%
7/21/2025 Life Planning Partners Inc42,277$1.14M0.9%-1.4%0.113%
7/21/2025 Ameritas Advisory Services LLC8,516$230K0.0%-28.8%0.023%
7/18/2025 Pure Financial Advisors LLC410,078$11.09M0.2%-1.5%1.095%
7/18/2025 SigFig Wealth Management LLC105,737$2.84M0.1%-2.9%0.282%
7/18/2025 PBMares Wealth Management LLC8,713$236K0.0%N/A0.023%
7/16/2025 Beaumont Financial Advisors LLC63,141$1.71M0.1%+2.8%0.168%
7/15/2025 BCS Wealth Management7,578$205K0.0%-39.8%0.020%
7/14/2025 Park Avenue Securities LLC8,129$220K0.0%-78.4%0.022%
7/14/2025 Physician Wealth Advisors Inc.175,488$4.75M0.7%-4.7%0.468%
7/11/2025 Farther Finance Advisors LLC41,427$1.12M0.0%+2.9%0.110%
7/11/2025 Eagle Bay Advisors LLC54,633$1.48M1.2%-3.7%0.146%
7/10/2025 HF Advisory Group LLC43,202$1.17M0.5%-3.6%0.115%
7/9/2025 Dynamic Advisor Solutions LLC240,990$6.52M0.2%+2.7%0.643%
7/8/2025 First National Corp MA ADV61,836$1.67M0.3%-0.7%0.165%
7/8/2025 21 West Wealth Management LLC39,972$1.08M1.1%N/A0.107%
7/2/2025 Marotta Asset Management167,493$4.53M0.9%+18.4%0.431%
6/2/2025 Modern Wealth Management LLC21,605$593K0.0%+3.8%0.056%
5/20/2025 Focus Partners Wealth11,016$303K0.0%N/A0.028%
5/16/2025 Jones Financial Companies Lllp13,632$374K0.0%+1,833.6%0.035%
5/16/2025 Talon Private Wealth LLC8,598$236K0.0%-26.3%0.022%
5/16/2025 Investmark Advisory Group LLC19,292$530K0.3%+7.5%0.050%
5/15/2025 EP Wealth Advisors LLC15,553$427K0.0%-14.2%0.040%
5/15/2025 Royal Bank of Canada82,899$2.28M0.0%-9.7%0.214%
5/15/2025 MAI Capital Management337,395$9.27M0.1%+3.6%0.871%
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5/15/2025 Tortoise Investment Management LLC51,954$1.43M0.1%-1.0%0.134%
5/15/2025 Clarity Asset Management Inc.15,966$439K0.3%-14.0%0.041%
5/14/2025 PKS Advisory Services LLC34,804$956K0.3%-4.4%0.090%
5/14/2025 Full Sail Capital LLC47,192$1.30M0.1%-6.5%0.122%
5/14/2025 Smartleaf Asset Management LLC4,850$132K0.0%+45.3%0.013%
5/14/2025 Northwestern Mutual Wealth Management Co.411,071$11.29M0.0%+2.9%1.061%
5/14/2025 Kestra Advisory Services LLC45,815$1.26M0.0%+20.1%0.118%
5/14/2025 Asset Management Group Inc.65,196$1.79M0.3%-4.0%0.168%
5/14/2025 Colonial Trust Advisors5,822$160K0.0%-31.7%0.015%
5/13/2025 Raymond James Financial Inc.114,808$3.15M0.0%-0.5%0.296%
(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, 188 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($33.03M), PNC Financial Services Group Inc. ($30.36M), AE Wealth Management LLC ($28.06M), Citizens & Northern Corp ($22.17M), Truefg LLC ($16.32M), Commonwealth Equity Services LLC ($15.92M), and Black Diamond Financial LLC ($15.33M).Learn more on Fidelity MSCI Real Estate Index ETF's institutional investors.

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

Of the 151 institutional investors that purchased Fidelity MSCI Real Estate Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($7.82M), Life Planning Partners Inc ($1.16M), Envestnet Asset Management Inc. ($663.73K), Heck Capital Advisors LLC ($324.19K), Demars Financial Group LLC ($316.01K), AE Wealth Management LLC ($298.51K), and Black Diamond Financial LLC ($243.32K).

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

Institutional investors have bought a total of 13,205,026 shares in the last 24 months. This purchase volume represents approximately $358.35M in transactions.

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

Of the 86 institutional investors that sold Fidelity MSCI Real Estate Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($370.26K), Envestnet Asset Management Inc. ($354.89K), Demars Financial Group LLC ($319.94K), Cetera Investment Advisers ($150.96K), Advisory Services Network LLC ($133.54K), Galvin Gaustad & Stein LLC ($117.67K), and Pure Financial Advisors LLC ($50.67K).

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

Institutional investors have sold a total of 2,157,334 shares in the last 24 months. This volume of shares sold represents approximately $59.10M in transactions.


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This page (NYSEARCA:FREL) was last updated on 8/21/2025 by MarketBeat.com Staff
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