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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$27.36 +0.08 (+0.29%)
As of 07/3/2025 05:00 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)
116
Total
Institutional Inflows
(last 12 months)
$360.51M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$31.83M
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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
7/2/2025 Marotta 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%
5/14/2025Kestra Advisory Services LLC45,815$1.26M0.0%+20.1%0.118%
5/14/2025Asset Management Group Inc.65,196$1.79M0.3%-4.0%0.168%
5/14/2025Colonial Trust Advisors5,822$160K0.0%-31.7%0.015%
5/13/2025Raymond James Financial Inc.114,808$3.15M0.0%-0.5%0.296%
5/13/2025Heck Capital Advisors LLC209,065$5.74M0.6%+131.5%0.540%
5/13/2025Stone House Investment Management LLC6,167$169K0.0%N/A0.016%
5/13/2025HighTower Advisors LLC144,443$3.97M0.0%+3.5%0.373%
5/12/2025AGF Management Ltd.298,678$8.21M0.0%+110.7%0.771%
5/12/2025Financial Engines Advisors L.L.C.129,808$3.57M0.0%-7.8%0.335%
5/12/2025Atlas Capital Advisors Inc.17,359$477K0.1%+53.1%0.045%
5/9/2025Blue Barn Wealth LLC117,070$3.22M1.7%+5.8%0.302%
5/9/2025Atria Wealth Solutions Inc.49,381$1.36M0.0%+80.5%0.127%
5/9/2025Commonwealth Equity Services LLC579,677$15.92M0.0%+2.3%1.496%
5/9/2025Blair William & Co. IL3,355$92K0.0%-17.9%0.009%
5/9/2025Palisades Hudson Asset Management L.P.60,364$1.66M0.8%+5.2%0.156%
5/9/2025Pathway Financial Advisers LLC9,154$251K0.1%-10.2%0.024%
5/9/2025PNC Financial Services Group Inc.1,215,331$33.39M0.0%-7.5%3.136%
5/8/2025Foster & Motley Inc.8,869$244K0.0%+5.6%0.023%
5/8/2025Independence Financial Advisors LLC11,332$311K0.1%N/A0.029%
5/7/2025LPL Financial LLC357,459$9.82M0.0%+14.8%0.922%
5/7/2025Prospect Financial Group LLC102,526$2.82M3.6%+3.8%0.265%
5/7/2025Caliber Wealth Management LLC KS50,490$1.39M0.2%N/A0.130%
5/6/2025Cetera Investment Advisers192,178$5.28M0.0%+1,220.0%0.496%
5/6/2025Avantax Advisory Services Inc.413,873$11.37M0.1%+14.5%1.068%
5/6/2025Tufton Capital Management8,838$243K0.0%-5.6%0.023%
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5/6/2025Brookwood Investment Group LLC7,760$213K0.0%N/A0.020%
5/6/2025Birchcreek Wealth Management LLC41,195$1.13M0.7%+14.6%0.106%
5/6/2025Opes Wealth Management LLC117,852$3.24M0.7%+12.2%0.304%
5/6/2025AE Wealth Management LLC1,026,029$28.19M0.2%+15.2%2.648%
5/6/2025American Financial & Tax Strategies Inc.186,368$5.12M2.8%-3.0%0.481%
5/6/2025Riverpoint Wealth Management Holdings LLC450,035$12.36M3.2%+4.5%1.161%
5/6/2025PFG Advisors15,463$425K0.0%+11.4%0.040%
5/5/2025J.W. Cole Advisors Inc.31,848$875K0.0%+11.4%0.082%
5/5/2025Eagle Bay Advisors LLC56,713$1.56M1.3%+9.0%0.146%
5/5/2025IFP Advisors Inc25,534$701K0.0%+175.4%0.066%
5/5/2025Beckerman Institutional LLC34,874$958K0.7%+14.1%0.090%
5/5/2025Nwam LLC67,617$1.86M0.2%+3.5%0.174%
5/5/2025Diversify Advisory Services LLC39,437$1.05M0.1%+31.6%0.102%
5/2/2025Sachetta LLC68,628$1.89M0.8%+4.8%0.177%
5/2/2025MB Generational Wealth LLC7,396$203K0.2%N/A0.019%
5/2/2025Cullen Frost Bankers Inc.2,305$63K0.0%N/A0.006%
5/2/2025Larson Financial Group LLC10,237$281K0.0%+89.2%0.026%
5/1/2025Marks Group Wealth Management Inc61,478$1.69M0.2%+1.6%0.159%
5/1/2025CWM LLC8,131$223K0.0%+19.8%0.021%
5/1/2025Diversify Wealth Management LLC147,488$3.93M0.3%+10.0%0.381%
4/30/2025Rehmann Capital Advisory Group195,411$5.37M0.3%+16.4%0.504%
4/30/2025Principal Securities Inc.6,207$168K0.0%+25.3%0.016%
4/30/2025Black Diamond Financial LLC566,193$15.55M2.3%+7.0%1.461%
4/29/2025Envestnet Asset Management Inc.887,449$24.38M0.0%+125.5%2.290%
4/29/2025Forte Asset Management LLC85,484$2.35M1.2%+12.5%0.221%
4/29/2025Bank of New York Mellon Corp51,664$1.42M0.0%N/A0.133%
4/29/2025Capital Investment Advisory Services LLC7,019$193K0.0%+247.8%0.018%
4/28/2025Physician Wealth Advisors Inc.184,133$5.06M0.9%-2.0%0.475%
4/28/2025Penobscot Wealth Management12,866$353K0.1%+27.4%0.033%
4/25/2025Lodestar Private Asset Management LLC69,296$1.90M0.2%+4.4%0.179%
4/24/2025Sunbelt Securities Inc.18,540$509K0.0%+40.5%0.048%
4/24/2025Elevated Capital Advisors LLC23,249$639K0.2%-4.8%0.060%
4/24/2025Aspect Partners LLC4,201$115K0.1%-22.0%0.011%
4/23/2025Pure Financial Advisors LLC416,409$11.44M0.2%-4.6%1.075%
4/23/2025Independent Solutions Wealth Management LLC114,667$3.15M0.7%+1.4%0.296%
4/22/2025Cambridge Investment Research Advisors Inc.73,856$2.03M0.0%-30.0%0.191%
4/21/2025Citizens & Northern Corp790,369$21.71M6.1%+0.9%2.040%
4/21/2025Blue Trust Inc.13,017$358K0.0%-5.7%0.034%
4/18/2025Demars Financial Group LLC328,810$9.03M0.0%+4.0%0.895%
4/17/2025Robertson Stephens Wealth Management LLC9,440$259K0.0%-4.6%0.026%
4/17/2025Lynch & Associates IN12,147$334K0.1%+7.4%0.033%
4/17/2025Mission Wealth Management LP15,147$416K0.0%-4.2%0.041%
4/17/2025Dynamic Advisor Solutions LLC234,589$6.44M0.2%+4.8%0.638%
4/16/2025Schoolcraft Capital LLC114,499$3.15M0.6%-5.2%0.312%
4/14/2025Truefg LLC587,099$16.13M5.3%+4.2%1.598%
4/14/2025Tounjian Advisory Partners LLC12,352$339K0.1%N/A0.034%
4/14/2025Farther Finance Advisors LLC40,250$1.11M0.0%+18.4%0.110%
4/14/2025BCS Wealth Management12,595$346K0.1%-21.4%0.034%
4/14/2025Park Avenue Securities LLC37,686$1.04M0.0%N/A0.103%
4/11/2025First National Corp MA ADV62,289$1.71M0.4%+12.2%0.169%
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4/11/2025Snider Financial Group16,087$442K0.1%-13.1%0.044%
4/10/2025HF Advisory Group LLC44,835$1.23M0.5%+9.1%0.122%
4/9/2025RFG Advisory LLC135,723$3.73M0.1%+5.5%0.369%
4/9/2025Merit Financial Group LLC7,654$210K0.0%N/A0.021%
4/9/2025SigFig Wealth Management LLC108,858$2.96M0.1%+0.9%0.296%
4/2/2025 Marotta Asset Management141,485$4.17M0.9%-1.4%0.385%
2/25/2025Heck Capital Advisors LLC90,308$2.44M0.1%N/A0.247%
2/18/2025Sunbelt Securities Inc.13,194$353K0.0%-61.7%0.036%
2/18/2025Investmark Advisory Group LLC17,952$485K0.2%+11.0%0.048%
2/17/2025Full Sail Capital LLC50,492$1.36M0.1%-6.4%0.136%
(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, 203 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were Essential Planning LLC. ($227.23M), PNC Financial Services Group Inc. ($33.39M), Lido Advisors LLC ($32.63M), Life Planning Partners Inc ($31.29M), AE Wealth Management LLC ($28.19M), Envestnet Asset Management Inc. ($24.38M), and Citizens & Northern Corp ($21.71M).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 160 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), AE Wealth Management LLC ($351.32K), Demars Financial Group LLC ($316.01K), Heck Capital Advisors LLC ($299.37K), and Black Diamond Financial LLC ($267.93K).

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

Institutional investors have bought a total of 13,330,980 shares in the last 24 months. This purchase volume represents approximately $360.51M in transactions.

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

Of the 81 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. ($277.73K), Galvin Gaustad & Stein LLC ($118.92K), Diversify Advisory Services LLC ($100.60K), Pure Financial Advisors LLC ($60.39K), Independent Solutions Wealth Management LLC ($40.22K), Physician Wealth Advisors Inc. ($36.17K), and Blue Trust Inc. ($32.50K).

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

Institutional investors have sold a total of 1,160,877 shares in the last 24 months. This volume of shares sold represents approximately $31.83M in transactions.


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This page (NYSEARCA:FREL) was last updated on 7/5/2025 by MarketBeat.com Staff
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