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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$27.28 -0.13 (-0.47%)
Closing price 10/8/2025 04:10 PM Eastern
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$27.18 -0.10 (-0.36%)
As of 10/8/2025 06:30 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)
119
Total
Institutional Inflows
(last 12 months)
$359.43M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$59.29M
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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
10/8/2025Integrated Capital Management Inc.31,919$888K0.6%N/A0.082%
10/6/2025 HF Advisory Group LLC46,615$1.30M0.5%+7.9%0.120%
9/26/2025Corient Private Wealth LLC9,551$258K0.0%N/A0.025%
9/4/2025Osaic Holdings Inc.208,107$5.63M0.0%-3.5%0.555%
8/19/2025Advisory Services Network LLC21,253$575K0.0%-86.3%0.057%
8/15/2025Tower Research Capital LLC TRC 29,797$806K0.0%N/A0.079%
8/15/2025Corient Private Wealth LLC9,551$258K0.0%N/A0.025%
8/15/2025Keel Point LLC14,431$390K0.0%-15.6%0.038%
8/15/2025Truefg LLC603,416$16.32M4.8%+2.8%1.609%
8/15/2025Smartleaf Asset Management LLC4,202$113K0.0%-13.4%0.011%
8/15/2025MML Investors Services LLC184,060$4.98M0.0%+11.2%0.491%
8/15/2025Modern Wealth Management LLC23,578$638K0.0%+9.1%0.063%
8/15/2025EP Wealth Advisors LLC15,066$407K0.0%-3.1%0.040%
8/15/2025Essential Planning LLC.131,503$3.56M1.3%+1.7%0.351%
8/15/2025Bank of America Corp DE41,932$1.13M0.0%+48.3%0.112%
8/15/2025Ameriprise Financial Inc.59,639$1.55M0.0%+15.1%0.159%
8/14/2025Jane Street Group LLC15,874$429K0.0%N/A0.042%
8/14/2025Ausdal Financial Partners Inc.14,385$389K0.0%-11.6%0.038%
8/14/2025Raymond James Financial Inc.112,015$3.03M0.0%-2.4%0.299%
8/14/2025Diversify Wealth Management LLC150,809$4.07M0.3%+2.3%0.402%
8/14/2025Diversify Advisory Services LLC50,011$1.35M0.1%+26.8%0.133%
8/13/2025CW Advisors LLC72,388$1.96M0.0%+19.9%0.193%
8/13/2025Lido Advisors LLC1,221,408$33.03M0.1%+5.9%3.257%
8/13/2025Northwestern Mutual Wealth Management Co.416,893$11.27M0.0%+1.4%1.112%
8/12/2025J.W. Cole Advisors Inc.38,682$1.05M0.0%+21.5%0.103%
8/12/2025Steward Partners Investment Advisory LLC105,892$2.86M0.0%+13,304.1%0.282%
8/12/2025Global Retirement Partners LLC15,464$418K0.0%N/A0.041%
8/12/2025MAI Capital Management380,222$10.28M0.1%+12.7%1.014%
8/12/2025JPMorgan Chase & Co.56,975$1.54M0.0%+33.6%0.152%
8/8/2025Tortoise Investment Management LLC51,254$1.39M0.1%-1.3%0.137%
8/8/2025Avantax Advisory Services Inc.404,892$10.95M0.1%-2.2%1.081%
8/8/2025Cetera Investment Advisers42,412$1.15M0.0%-77.9%0.113%
8/8/2025Creative Planning229,082$6.19M0.0%-8.0%0.612%
8/8/2025PNC Financial Services Group Inc.1,122,803$30.36M0.0%-7.6%2.998%
8/7/2025Nwam LLC64,360$1.77M0.1%-4.8%0.172%
8/7/2025Birchcreek Wealth Management LLC44,311$1.20M0.7%+7.6%0.118%
8/6/2025AGF Management Ltd.303,151$8.20M0.0%+1.5%0.809%
8/6/2025AE Wealth Management LLC1,037,875$28.06M0.2%+1.2%2.771%
8/6/2025Stone House Investment Management LLC1,680$45K0.0%-72.8%0.004%
8/6/2025Atlantic Union Bankshares Corp1,000$27K0.0%N/A0.003%
8/5/2025Beckerman Institutional LLC49,792$1.35M0.9%+42.8%0.133%
8/5/2025Blue Barn Wealth LLC120,775$3.27M1.5%+3.2%0.322%
8/5/2025Snider Financial Group16,519$447K0.1%+2.7%0.044%
8/5/2025Mission Wealth Management LP14,664$397K0.0%-3.2%0.039%
8/4/2025Atria Investments Inc39,891$1.08M0.0%-6.4%0.107%
8/1/2025American Financial & Tax Strategies Inc.189,228$5.12M2.6%+1.5%0.505%
8/1/2025Envestnet Asset Management Inc.532,562$14.40M0.0%-40.0%1.422%
7/31/2025Schoolcraft Capital LLC91,428$2.47M0.5%-20.1%0.244%
7/31/2025Glass Jacobson Investment Advisors llc38,756$1.05M0.4%+2.4%0.103%
7/31/2025Opes Wealth Management LLC120,698$3.26M0.6%+2.4%0.322%
7/30/2025Caliber Wealth Management LLC KS48,066$1.30M0.1%-4.8%0.128%
7/30/2025Rehmann Capital Advisory Group198,454$5.37M0.3%+1.6%0.530%
7/30/2025Black Diamond Financial LLC566,976$15.33M2.4%+0.1%1.514%
7/30/2025Brookstone Capital Management13,660$369K0.0%-5.1%0.036%
7/30/2025Citizens & Northern Corp820,011$22.17M5.9%+3.8%2.190%
7/30/2025Fingerlakes Wealth Management Inc.16,972$459K0.3%+11.7%0.045%
7/30/2025Demars Financial Group LLC9,942$269K0.1%-97.0%0.027%
7/29/2025Foster & Motley Inc.9,893$268K0.0%+11.5%0.026%
7/28/2025Rik Saylor Financial Inc.15,389$416K0.3%-3.2%0.041%
7/28/2025RFG Advisory LLC137,030$3.71M0.1%+1.0%0.366%
7/25/2025Atria Wealth Solutions Inc.55,917$1.52M0.0%+13.2%0.149%
7/25/2025Riverpoint Wealth Management Holdings LLC467,376$12.64M3.0%+3.9%1.248%
7/25/2025CWM LLC9,844$266K0.0%+21.1%0.026%
7/25/2025Lodestar Private Asset Management LLC71,751$1.94M0.2%+3.5%0.192%
7/24/2025Blue Trust Inc.8,666$234K0.0%-33.4%0.023%
7/24/2025Galvin Gaustad & Stein LLC7,744$209K0.0%N/A0.021%
7/24/2025Grand Wealth Management LLC7,731$209K0.1%N/A0.021%
7/23/2025Venturi Wealth Management LLC13,066$353K0.0%-4.2%0.035%
7/23/2025Independent Solutions Wealth Management LLC115,511$3.12M0.6%+0.7%0.308%
7/23/2025Heck Capital Advisors LLC233,877$6.32M0.5%+11.9%0.624%
7/21/2025Life Planning Partners Inc42,277$1.14M0.9%-1.4%0.113%
7/21/2025Ameritas Advisory Services LLC8,516$230K0.0%-28.8%0.023%
7/18/2025Pure Financial Advisors LLC410,078$11.09M0.2%-1.5%1.095%
7/18/2025SigFig Wealth Management LLC105,737$2.84M0.1%-2.9%0.282%
7/18/2025PBMares Wealth Management LLC8,713$236K0.0%N/A0.023%
7/16/2025Beaumont Financial Advisors LLC63,141$1.71M0.1%+2.8%0.168%
7/15/2025BCS Wealth Management7,578$205K0.0%-39.8%0.020%
7/14/2025Park Avenue Securities LLC8,129$220K0.0%-78.4%0.022%
7/14/2025Physician Wealth Advisors Inc.175,488$4.75M0.7%-4.7%0.468%
7/11/2025Farther Finance Advisors LLC41,427$1.12M0.0%+2.9%0.110%
7/11/2025Eagle 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%
7/9/2025Dynamic Advisor Solutions LLC240,990$6.52M0.2%+2.7%0.643%
7/8/2025First National Corp MA ADV61,836$1.67M0.3%-0.7%0.165%
7/8/202521 West Wealth Management LLC39,972$1.08M1.1%N/A0.107%
7/2/2025Marotta Asset Management167,493$4.53M0.9%+18.4%0.431%
6/2/2025Modern Wealth Management LLC21,605$593K0.0%+3.8%0.056%
5/20/2025Focus Partners Wealth11,016$303K0.0%N/A0.028%
5/16/2025Jones Financial Companies Lllp13,632$374K0.0%+1,833.6%0.035%
5/16/2025Talon Private Wealth LLC8,598$236K0.0%-26.3%0.022%
5/16/2025Investmark Advisory Group LLC19,292$530K0.3%+7.5%0.050%
5/15/2025EP Wealth Advisors LLC15,553$427K0.0%-14.2%0.040%
5/15/2025Royal Bank of Canada82,899$2.28M0.0%-9.7%0.214%
5/15/2025MAI Capital Management337,395$9.27M0.1%+3.6%0.871%
5/15/2025Tortoise Investment Management LLC51,954$1.43M0.1%-1.0%0.134%
5/15/2025Clarity Asset Management Inc.15,966$439K0.3%-14.0%0.041%
5/14/2025PKS Advisory Services LLC34,804$956K0.3%-4.4%0.090%
5/14/2025Full Sail Capital LLC47,192$1.30M0.1%-6.5%0.122%
5/14/2025Smartleaf Asset Management LLC4,850$132K0.0%+45.3%0.013%
5/14/2025Northwestern Mutual Wealth Management Co.411,071$11.29M0.0%+2.9%1.061%
(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, 189 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 13,244,268 shares in the last 24 months. This purchase volume represents approximately $359.43M in transactions.

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

Of the 87 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 2,164,360 shares in the last 24 months. This volume of shares sold represents approximately $59.29M in transactions.


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This page (NYSEARCA:FREL) was last updated on 10/9/2025 by MarketBeat.com Staff
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