Who Owns FREL?
FIDELITY MSCI REAL ESTATE INDEX ETF — Institutional Ownership & 13F Holdings
$29.11
+0.32 (+1.11%)
Market Cap
$1.1B
Shares Outstanding
39,743,274
Institutional Holders
197
Total Inst. Value
$310.4M
% of Float Held
—
QoQ Holder Change
+56
Institutional data as of Q1 2025
New Positions
45
Closed Positions
25
Increased
73
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $28.2M | 1,026,029 |
| 2 | CITIZENS & NORTHERN CORPNew | $21.7M | 790,369 |
| 3 | TRUEFG, LLCNew | $16.1M | 587,099 |
| 4 | Black Diamond Financial, LLC | $15.6M | 566,193 |
| 5 | Riverpoint Wealth Management Holdings, LLC | $12.4M | 450,035 |
| 6 | Demars Financial Group, LLC | $12.0M | 328,810 |
| 7 | Pure Financial Advisors, LLC | $11.4M | 416,409 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.3M | 411,071 |
| 9 | MAI Capital Management | $9.3M | 337,395 |
| 10 | AGF MANAGEMENT LTD | $8.2M | 298,678 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +135K | $28.2M |
| CITIZENS & NORTHERN CORPNew | +790K | $21.7M |
| TRUEFG, LLCNew | +587K | $16.1M |
| Black Diamond Financial, LLC | +37K | $15.6M |
| Riverpoint Wealth Management Holdings, LLC | +19K | $12.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | -99K | $515K |
| Lido Advisors, LLC | -54K | $289K |
| CITADEL ADVISORS LLC | -35K | $341K |
| Cambridge Investment Research Advisors, Inc. | -32K | $2.0M |
| Soltis Investment Advisors LLC | -21K | $1.6M |
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Frequently Asked Questions
How many institutional investors hold FREL?
As of Q1 2025, 197 institutional investors report holding FREL (FIDELITY MSCI REAL ESTATE INDEX ETF) in their 13F filings.
Which hedge fund owns the most FREL?
The largest institutional holder of FREL is AE Wealth Management LLC with $28.2M in shares.
Are institutions buying or selling FREL?
This quarter, 45 institutions opened new positions in FREL and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.