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Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$29.30 -0.53 (-1.78%)
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)
127
Total
Institutional Inflows
(last 12 months)
$410.25M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$67.95M
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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
6/1/2026Keel Point LLC13,213$356K0.0%-3.8%0.027%
5/19/2026Bank of America Corp DE10,268,643$276.33M0.0%+25,321.8%20.787%
5/18/2026Sunbelt Securities Inc.29,789$802K0.1%+74.8%0.060%
5/18/2026Talon Private Wealth LLC8,208$221K0.0%N/A0.017%
5/18/2026Royal Bank of Canada104,458$2.81M0.0%-5.9%0.211%
5/14/2026Compound Planning Inc.13,635$367K0.0%-43.5%0.028%
5/14/2026Lido Advisors LLC1,158,618$31.18M0.1%-13.4%2.345%
5/13/2026Cetera Investment Advisers377,838$10.17M0.0%-12.3%0.765%
5/13/2026Sachem Hill LLC90,648$2.44M0.5%+2.0%0.183%
5/8/2026PNC Financial Services Group Inc.701,032$18.87M0.0%-18.6%1.419%
5/6/2026Prospect Financial Group LLC116,981$3.15M2.9%+3.8%0.237%
5/5/2026Beaumont Financial Advisors LLC60,958$1.64M0.1%+14.4%0.123%
5/5/2026Nwam LLC76,616$2.06M0.1%+9.2%0.155%
5/4/2026Riverpoint Wealth Management Holdings LLC555,858$14.96M3.2%+5.7%1.125%
5/4/2026Beckerman Institutional LLC70,108$1.89M1.0%+7.4%0.142%
5/2/2026Diversify Wealth Management LLC329,694$9.49M0.2%+49.4%0.667%
5/1/2026Fifth Third Bancorp1,881$51K0.0%+180.3%0.004%
5/1/2026Sachetta LLC74,220$2.00M1.1%+5.3%0.149%
4/30/2026Elevated Capital Advisors LLC8,050$217K0.1%-79.5%0.016%
4/30/2026Kestra Advisory Services LLC47,533$1.28M0.0%+6.0%0.096%
4/29/2026Northwest Wealth Advisors LLC31,361$844K0.6%+22.2%0.063%
4/27/2026Lodestar Private Asset Management LLC81,676$2.20M0.2%+6.7%0.164%
4/27/2026Marotta Asset Management252,566$6.82M1.3%+16.1%0.508%
4/25/2026Eagle Bay Advisors LLC54,655$1.47M1.3%-1.1%0.110%
4/25/2026Livet Wealth LLC87,202$2.35M1.5%+5.8%0.175%
4/23/2026Balanced Wealth Group LLC28,123$757K0.3%+5.1%0.056%
4/23/2026Pasadena Private Wealth LLC220,576$5.94M0.8%N/A0.443%
4/21/2026HF Advisory Group LLC53,794$1.45M0.5%+10.3%0.108%
4/21/2026Foster & Motley Inc.7,934$214K0.0%-15.8%0.016%
4/21/2026Penobscot Wealth Management11,278$304K0.1%-12.3%0.023%
4/20/2026RFG Advisory LLC160,655$4.32M0.1%+5.3%0.322%
3/9/2026Corient Private Wealth LLC8,090$218K0.0%+5.4%0.016%
3/4/2026Pure Financial Advisors LLC397,722$10.70M0.2%-2.1%0.800%
3/4/2026Rehmann Capital Advisory Group231,859$6.24M0.3%+7.1%0.467%
3/4/2026SHP Wealth Management1,000$27K0.0%N/A0.002%
2/20/2026Sunbelt Securities Inc.17,042$458K0.0%-3.3%0.034%
2/20/2026Kovitz Investment Group Partners LLC55,517$1.49M0.0%-56.4%0.112%
2/19/2026Compound Planning Inc.24,138$649K0.0%N/A0.049%
2/19/2026Corient Private Wealth LLC8,090$218K0.0%+5.4%0.016%
2/18/2026Mercer Global Advisors Inc. ADV43,512$1.17M0.0%-10.9%0.088%
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2/17/2026Cetera Investment Advisers431,015$11.59M0.0%+5.3%0.867%
2/17/2026Townsend Financial Planning LLC168,246$4.52M4.5%N/A0.339%
2/17/2026Osaic Holdings Inc.264,364$7.11M0.0%-9.1%0.532%
2/17/2026Advisory Services Network LLC17,564$472K0.0%-15.6%0.035%
2/17/2026Asset Management Group Inc.62,309$1.68M0.3%-3.6%0.125%
2/17/2026Royal Bank of Canada111,061$2.99M0.0%+48.2%0.223%
2/17/2026Financial Freedom LLC6,938$187K0.1%N/A0.014%
2/16/2026MML Investors Services LLC233,045$6.27M0.0%+12.3%0.469%
2/16/2026Mariner LLC55,158$1.48M0.0%+24.8%0.111%
2/16/2026Motiv8 Investments LLC2,957$80K0.0%N/A0.006%
2/16/2026Fort Point Capital Partners LLC30,325$843K0.1%-3.3%0.061%
2/16/2026Clarity Asset Management Inc.17,831$479K0.3%+3.2%0.036%
2/16/2026Atlas Capital Advisors Inc.6,046$163K0.0%N/A0.012%
2/13/2026Kestra Advisory Services LLC44,841$1.21M0.0%-2.8%0.090%
2/13/2026Transamerica Financial Advisors LLC1,835$49K0.0%+147.6%0.004%
2/13/2026Stifel Financial Corp63,540$1.71M0.0%-1.0%0.128%
2/13/2026Smartleaf Asset Management LLC5,436$147K0.0%+23.8%0.011%
2/13/2026Wells Fargo & Company MN39,715$1.07M0.0%+53.3%0.080%
2/13/2026Livet Wealth LLC82,409$2.22M1.4%N/A0.166%
2/12/2026Financial Engines Advisors L.L.C.132,762$3.57M0.0%+1.9%0.267%
2/12/2026Commonwealth Equity Services LLC532,679$14.32M0.0%+4.8%1.072%
2/12/2026Penobscot Wealth Management12,856$346K0.1%-8.1%0.026%
2/12/2026Sachem Hill LLC88,839$2.39M0.5%+5.2%0.179%
2/12/2026Steward Partners Investment Advisory LLC116,954$3.15M0.0%+0.8%0.235%
2/12/2026Brown Brothers Harriman & Co.1,152$31K0.0%-25.4%0.002%
2/12/2026Colonial Trust Advisors4,516$121K0.0%-19.6%0.009%
2/12/2026Colonial Trust Co SC2,244$60K0.0%-54.1%0.005%
2/12/2026Keel Point LLC13,728$369K0.0%-4.0%0.028%
2/11/2026Cornerstone Financial Group LLC NE8,102$218K0.2%+10.3%0.016%
2/11/2026LPL Financial LLC417,340$11.22M0.0%-1.4%0.840%
2/11/2026O Shaughnessy Asset Management LLC23,489$632K0.0%+2,294.4%0.047%
2/10/2026Lido 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%
2/10/2026Goldman Sachs Group Inc.17,493$470K0.0%N/A0.035%
2/10/2026Riverpoint Wealth Management Holdings LLC525,783$14.14M3.0%+5.6%1.058%
2/10/2026Northwestern Mutual Wealth Management Co.815,738$21.94M0.0%+7.1%1.641%
2/10/2026Beckerman Institutional LLC65,271$1.76M1.0%+11.0%0.131%
2/6/2026Northwest Wealth Advisors LLC25,669$690K0.5%N/A0.052%
2/6/2026Global Retirement Partners LLC23,369$628K0.0%+6.5%0.047%
2/6/2026Mach 1 Financial Group LLC38,585$1.04M0.2%N/A0.078%
2/6/2026IFP Advisors Inc25,292$680K0.0%-1.7%0.051%
2/6/2026PNC Financial Services Group Inc.861,230$23.16M0.0%-16.2%1.733%
2/6/2026Larson Financial Group LLC18,318$493K0.0%+5.9%0.037%
2/6/2026Tortoise Investment Management LLC51,374$1.38M0.1%+5.4%0.103%
2/6/2026HighTower Advisors LLC147,024$3.95M0.0%+1.3%0.296%
2/5/2026Mission Wealth Management LP12,591$339K0.0%-5.3%0.025%
2/5/2026Sapient Capital LLC15,000$407K0.0%N/A0.030%
2/5/2026Independent Solutions Wealth Management LLC112,887$3.04M0.6%-2.6%0.227%
2/5/2026Everstar Asset Management LLC4,234$114K0.1%N/A0.009%
2/5/2026Northwestern Mutual Wealth Management Co.655,559$19.45M0.0%-13.9%1.319%
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2/5/2026Fingerlakes Wealth Management Inc.21,485$578K0.4%+9.0%0.043%
2/4/2026Summit Wealth Group LLC Co.45,500$1.22M0.2%N/A0.092%
2/4/2026Ameritas Advisory Services LLC8,520$229K0.0%+57.3%0.017%
2/4/2026Pure Financial Advisors LLC397,722$10.70M0.2%-2.1%0.803%
2/4/2026Nwam LLC70,140$1.93M0.1%+5.2%0.142%
2/3/2026Diversify Wealth Management LLC220,642$6.04M0.3%+40.5%0.446%
2/3/2026Black Diamond Financial LLC752,837$20.24M2.1%+10.9%1.521%
2/3/2026RFG Advisory LLC152,564$4.10M0.1%+9.1%0.308%
2/2/2026PKS Advisory Services LLC33,736$907K0.2%-3.8%0.068%
2/2/2026Sachetta LLC70,468$1.90M1.0%+4.7%0.142%


FREL Institutional Ownership - Frequently Asked Questions

During the previous two years, 204 institutional investors and hedge funds held shares of Fidelity MSCI Real Estate Index ETF. The most heavily invested institutionals were Bank of America Corp DE ($276.33M), 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), and Black Diamond Financial LLC ($20.24M).Learn more on Fidelity MSCI Real Estate Index ETF's institutional investors.

Of the 167 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: Bank of America Corp DE ($10.25M), 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), and Northwestern Mutual Wealth Management Co. ($416.92K).

Institutional investors have bought a total of 15,174,760 shares in the last 24 months. This purchase volume represents approximately $410.25M in transactions.

Of the 74 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 2,510,781 shares in the last 24 months. This volume of shares sold represents approximately $67.95M in transactions.


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This page (NYSEARCA:FREL) was last updated on 6/30/2026 by MarketBeat.com Staff.
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