Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free FREL Stock Alerts

Fidelity MSCI Real Estate Index ETF (FREL) Institutional Ownership

Fidelity MSCI Real Estate Index ETF logo
$29.59 +0.56 (+1.93%)
As of 01:16 PM Eastern
Compare

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
Get FREL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Real Estate Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2026 Keel Point LLC13,213$356K0.0%-3.8%0.027%
5/19/2026 Bank of America Corp DE10,268,643$276.33M0.0%+25,321.8%20.787%
5/18/2026 Sunbelt Securities Inc.29,789$802K0.1%+74.8%0.060%
5/18/2026 Talon Private Wealth LLC8,208$221K0.0%N/A0.017%
5/18/2026 Royal Bank of Canada104,458$2.81M0.0%-5.9%0.211%
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%
2/20/2026 Sunbelt 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%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
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%
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%
2/12/2026 Keel 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%


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.


Related Companies

This page (NYSEARCA:FREL) was last updated on 6/9/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel