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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$28.50 0.00 (0.00%)
As of 05/15/2026 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)
127
Total
Institutional Inflows
(last 12 months)
$134.77M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$67.76M
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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
5/14/2026 Compound Planning Inc.13,635$367K0.0%-43.5%0.028%
5/14/2026 Lido Advisors LLC1,158,618$31.18M0.1%-13.4%2.345%
5/13/2026 Cetera Investment Advisers377,838$10.17M0.0%-12.3%0.765%
5/13/2026 Sachem Hill LLC90,648$2.44M0.5%+2.0%0.183%
5/8/2026 PNC Financial Services Group Inc.701,032$18.87M0.0%-18.6%1.419%
5/6/2026 Prospect Financial Group LLC116,981$3.15M2.9%+3.8%0.237%
5/5/2026 Beaumont Financial Advisors LLC60,958$1.64M0.1%+14.4%0.123%
5/5/2026 Nwam LLC76,616$2.06M0.1%+9.2%0.155%
5/4/2026 Riverpoint Wealth Management Holdings LLC555,858$14.96M3.2%+5.7%1.125%
5/4/2026 Beckerman Institutional LLC70,108$1.89M1.0%+7.4%0.142%
5/2/2026 Diversify Wealth Management LLC329,694$9.49M0.2%+49.4%0.667%
5/1/2026 Fifth Third Bancorp1,881$51K0.0%+180.3%0.004%
5/1/2026 Sachetta LLC74,220$2.00M1.1%+5.3%0.149%
4/30/2026 Elevated Capital Advisors LLC8,050$217K0.1%-79.5%0.016%
4/30/2026 Kestra Advisory Services LLC47,533$1.28M0.0%+6.0%0.096%
4/29/2026 Northwest Wealth Advisors LLC31,361$844K0.6%+22.2%0.063%
4/27/2026 Lodestar Private Asset Management LLC81,676$2.20M0.2%+6.7%0.164%
4/27/2026 Marotta Asset Management252,566$6.82M1.3%+16.1%0.508%
4/25/2026 Eagle Bay Advisors LLC54,655$1.47M1.3%-1.1%0.110%
4/25/2026 Livet Wealth LLC87,202$2.35M1.5%+5.8%0.175%
4/23/2026 Balanced Wealth Group LLC28,123$757K0.3%+5.1%0.056%
4/23/2026 Pasadena Private Wealth LLC220,576$5.94M0.8%N/A0.443%
4/21/2026 HF Advisory Group LLC53,794$1.45M0.5%+10.3%0.108%
4/21/2026 Foster & Motley Inc.7,934$214K0.0%-15.8%0.016%
4/21/2026 Penobscot Wealth Management11,278$304K0.1%-12.3%0.023%
4/20/2026 RFG Advisory LLC160,655$4.32M0.1%+5.3%0.322%
3/9/2026 Corient Private Wealth LLC8,090$218K0.0%+5.4%0.016%
3/4/2026 Pure Financial Advisors LLC397,722$10.70M0.2%-2.1%0.800%
3/4/2026 Rehmann Capital Advisory Group231,859$6.24M0.3%+7.1%0.467%
3/4/2026 SHP Wealth Management1,000$27K0.0%N/A0.002%
2/20/2026Sunbelt Securities Inc.17,042$458K0.0%-3.3%0.034%
2/20/2026 Kovitz Investment Group Partners LLC55,517$1.49M0.0%-56.4%0.112%
2/19/2026 Compound Planning Inc.24,138$649K0.0%N/A0.049%
2/19/2026 Corient Private Wealth LLC8,090$218K0.0%+5.4%0.016%
2/18/2026 Mercer Global Advisors Inc. ADV43,512$1.17M0.0%-10.9%0.088%
2/17/2026 Cetera Investment Advisers431,015$11.59M0.0%+5.3%0.867%
2/17/2026 Townsend Financial Planning LLC168,246$4.52M4.5%N/A0.339%
2/17/2026 Osaic Holdings Inc.264,364$7.11M0.0%-9.1%0.532%
2/17/2026 Advisory Services Network LLC17,564$472K0.0%-15.6%0.035%
2/17/2026 Asset Management Group Inc.62,309$1.68M0.3%-3.6%0.125%
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2/17/2026 Royal Bank of Canada111,061$2.99M0.0%+48.2%0.223%
2/17/2026 Financial Freedom LLC6,938$187K0.1%N/A0.014%
2/16/2026 MML Investors Services LLC233,045$6.27M0.0%+12.3%0.469%
2/16/2026 Mariner LLC55,158$1.48M0.0%+24.8%0.111%
2/16/2026Motiv8 Investments LLC2,957$80K0.0%N/A0.006%
2/16/2026 Fort Point Capital Partners LLC30,325$843K0.1%-3.3%0.061%
2/16/2026 Clarity Asset Management Inc.17,831$479K0.3%+3.2%0.036%
2/16/2026 Atlas Capital Advisors Inc.6,046$163K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC44,841$1.21M0.0%-2.8%0.090%
2/13/2026 Transamerica Financial Advisors LLC1,835$49K0.0%+147.6%0.004%
2/13/2026 Stifel Financial Corp63,540$1.71M0.0%-1.0%0.128%
2/13/2026 Smartleaf Asset Management LLC5,436$147K0.0%+23.8%0.011%
2/13/2026 Wells Fargo & Company MN39,715$1.07M0.0%+53.3%0.080%
2/13/2026 Livet Wealth LLC82,409$2.22M1.4%N/A0.166%
2/12/2026 Financial Engines Advisors L.L.C.132,762$3.57M0.0%+1.9%0.267%
2/12/2026 Commonwealth Equity Services LLC532,679$14.32M0.0%+4.8%1.072%
2/12/2026 Penobscot Wealth Management12,856$346K0.1%-8.1%0.026%
2/12/2026 Sachem Hill LLC88,839$2.39M0.5%+5.2%0.179%
2/12/2026 Steward Partners Investment Advisory LLC116,954$3.15M0.0%+0.8%0.235%
2/12/2026 Brown Brothers Harriman & Co.1,152$31K0.0%-25.4%0.002%
2/12/2026 Colonial Trust Advisors4,516$121K0.0%-19.6%0.009%
2/12/2026 Colonial Trust Co SC2,244$60K0.0%-54.1%0.005%
2/12/2026Keel Point LLC13,728$369K0.0%-4.0%0.028%
2/11/2026 Cornerstone Financial Group LLC NE 8,102$218K0.2%+10.3%0.016%
2/11/2026 LPL Financial LLC417,340$11.22M0.0%-1.4%0.840%
2/11/2026 O Shaughnessy Asset Management LLC23,489$632K0.0%+2,294.4%0.047%
2/10/2026 Lido Advisors LLC1,337,397$37.18M0.1%+0.2%2.691%
2/10/2026Blue Barn Wealth LLC61,375$1.65M2.4%-52.9%0.123%
2/10/2026 Goldman Sachs Group Inc.17,493$470K0.0%N/A0.035%
2/10/2026 Riverpoint Wealth Management Holdings LLC525,783$14.14M3.0%+5.6%1.058%
2/10/2026 Northwestern Mutual Wealth Management Co.815,738$21.94M0.0%+7.1%1.641%
2/10/2026 Beckerman Institutional LLC65,271$1.76M1.0%+11.0%0.131%
2/6/2026 Northwest Wealth Advisors LLC25,669$690K0.5%N/A0.052%
2/6/2026Global Retirement Partners LLC23,369$628K0.0%+6.5%0.047%
2/6/2026 Mach 1 Financial Group LLC38,585$1.04M0.2%N/A0.078%
2/6/2026 IFP Advisors Inc25,292$680K0.0%-1.7%0.051%
2/6/2026 PNC Financial Services Group Inc.861,230$23.16M0.0%-16.2%1.733%
2/6/2026 Larson Financial Group LLC18,318$493K0.0%+5.9%0.037%
2/6/2026 Tortoise Investment Management LLC51,374$1.38M0.1%+5.4%0.103%
2/6/2026 HighTower Advisors LLC147,024$3.95M0.0%+1.3%0.296%
2/5/2026 Mission Wealth Management LP12,591$339K0.0%-5.3%0.025%
2/5/2026 Sapient Capital LLC15,000$407K0.0%N/A0.030%
2/5/2026 Independent Solutions Wealth Management LLC112,887$3.04M0.6%-2.6%0.227%
2/5/2026 Everstar Asset Management LLC4,234$114K0.1%N/A0.009%
2/5/2026 Northwestern Mutual Wealth Management Co.655,559$19.45M0.0%-13.9%1.319%
2/5/2026 Fingerlakes Wealth Management Inc.21,485$578K0.4%+9.0%0.043%
2/4/2026 Summit Wealth Group LLC Co.45,500$1.22M0.2%N/A0.092%
2/4/2026 Ameritas Advisory Services LLC8,520$229K0.0%+57.3%0.017%
2/4/2026 Pure Financial Advisors LLC397,722$10.70M0.2%-2.1%0.803%
2/4/2026 Nwam LLC70,140$1.93M0.1%+5.2%0.142%
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2/3/2026 Diversify Wealth Management LLC220,642$6.04M0.3%+40.5%0.446%
2/3/2026 Black Diamond Financial LLC752,837$20.24M2.1%+10.9%1.521%
2/3/2026 RFG Advisory LLC152,564$4.10M0.1%+9.1%0.308%
2/2/2026 PKS Advisory Services LLC33,736$907K0.2%-3.8%0.068%
2/2/2026 Sachetta LLC70,468$1.90M1.0%+4.7%0.142%
2/2/2026 Robertson Stephens Wealth Management LLC17,030$458K0.0%+80.4%0.034%
2/2/2026 Opes Wealth Management LLC128,685$3.46M0.6%+3.5%0.260%
2/2/2026 Payne Capital Management LLC297,826$8.01M2.5%+6.5%0.602%
1/30/2026 Sigma Planning Corp7,785$209K0.0%-19.8%0.016%
1/30/2026 Palisades Hudson Asset Management L.P.62,157$1.67M0.6%+0.9%0.126%


FREL Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were AE Wealth Management LLC ($43.42M), Lido Advisors LLC ($31.18M), Citizens & Northern Corp ($29.23M), Envestnet Asset Management Inc. ($26.89M), Northwestern Mutual Wealth Management Co. ($21.94M), Black Diamond Financial LLC ($20.24M), and PNC Financial Services Group Inc. ($18.87M).Learn more on Fidelity MSCI Real Estate Index ETF's institutional investors.

Of the 169 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 ($1.12M), Envestnet Asset Management Inc. ($1.02M), AE Wealth Management LLC ($865.56K), Black Diamond Financial LLC ($421.23K), Northwestern Mutual Wealth Management Co. ($416.92K), and Citizens & Northern Corp ($414.81K).

Institutional investors have bought a total of 4,937,361 shares in the last 24 months. This purchase volume represents approximately $134.77M in transactions.

Of the 73 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. ($514.30K), Envestnet Asset Management Inc. ($354.89K), Demars Financial Group LLC ($318.87K), Cetera Investment Advisers ($202.94K), Lido Advisors LLC ($178.78K), Advisory Services Network LLC ($137.23K), and Northwestern Mutual Wealth Management Co. ($105.95K).

Institutional investors have sold a total of 2,503,663 shares in the last 24 months. This volume of shares sold represents approximately $67.76M in transactions.


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This page (NYSEARCA:FREL) was last updated on 5/18/2026 by MarketBeat.com Staff.
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