Who Owns FIDELITY MSCI REAL ESTATE INDEX ETF (FREL)?Hedge Fund & Institutional Holders

$27.95+0.03 (+0.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.6000292312200015e+204T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$24.18$25.62$27.06$28.50$29.94Sep 24Jun 25Mar 26

FREL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+1.6M+$43.4M
CITIZENS & NORTHERN CORPNew Position+1.1M+$29.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+823K+$22.0M
Black Diamond Financial, LLCNew Position+753K+$20.2M
TRUEFG, LLCNew Position+666K+$17.9M
Riverpoint Wealth Management Holdings, LLCNew Position+526K+$14.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+533K+$14.0M
Pure Financial Advisors, LLCNew Position+398K+$10.7M
TWO SIGMA INVESTMENTS, LPNew Position+315K+$8.0M
Heck Capital Advisors, LLCNew Position+236K+$6.3M
Marotta Asset ManagementNew Position+217K+$5.8M
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+201K+$5.4M
Townsend Financial Planning, LLCNew Position+168K+$4.5M
Physician Wealth Advisors, Inc.New Position+160K+$4.3M
AGF MANAGEMENT LTDNew Position+211K+$4.0M

FREL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PNC FINANCIAL SERVICES GROUP, INC.Decreased-167K-$28.6B
Payne Capital Management, LLCDecreased-715K-$27.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-106K-$21.2B
LPL Financial LLCDecreased-6K-$11.8B
OSAIC HOLDINGS, INC.Decreased-26K-$8.1B
Dynamic Advisor Solutions LLCDecreased-52K-$7.1B
BNP PARIBAS FINANCIAL MARKETSClosed Position-150K-$4.2B
Blue Barn Wealth, LLCDecreased-69K-$3.6B
Kovitz Investment Group Partners, LLCDecreased-72K-$3.5B
UBS Group AGDecreased-19K-$2.8B
Asset Management Group, Inc.Decreased-2K-$1.8B
STIFEL FINANCIAL CORPDecreased-653-$1.8B
MERCER GLOBAL ADVISORS INC /ADVDecreased-5K-$1.4B
Kestra Advisory Services, LLCDecreased-1K-$1.3B
Maxele Advisors, LLCDecreased-32K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Lido Advisors, LLC1,324,418$36.0M0.11%Share
2CITIZENS & NORTHERN CORP1,087,071$29.2M7.24%Share
3ENVESTNET ASSET MANAGEMENT INC823,474$22.0M0.01%Share
4Black Diamond Financial, LLC752,837$20.2M2.13%Share
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO655,559$19.5M0.01%Share
6PNC FINANCIAL SERVICES GROUP, INC.687,027$18.0M0.01%Share
7TRUEFG, LLC665,978$17.9M4.81%Share
8MAI Capital Management606,692$16.0M0.09%Share
9AE Wealth Management LLC570,699$15.3M0.09%Share
10Riverpoint Wealth Management Holdings, LLC525,783$14.1M3.04%Share
11COMMONWEALTH EQUITY SERVICES, LLC532,679$14.0M0.02%Share
12Cetera Investment Advisers431,015$11.0M0.01%Share
13LPL Financial LLC417,340$11.0M0.00%Share
14Pure Financial Advisors, LLC397,722$10.7M0.17%Share
15Payne Capital Management, LLC297,826$8.0M2.53%Share
16TWO SIGMA INVESTMENTS, LP314,900$8.0M0.01%Share
17AE Wealth Management LLC282,332$7.6M0.04%Share
18Heck Capital Advisors, LLC235,889$6.3M0.47%Share
19Rehmann Capital Advisory Group231,859$6.2M0.32%Share
20DIVERSIFY WEALTH MANAGEMENT, LLC220,642$6.0M0.28%Share
21Creative Planning224,385$6.0M0.00%Share
22MML INVESTORS SERVICES, LLC233,045$6.0M0.01%Share
23Marotta Asset Management217,461$5.8M1.08%Share
24Dynamic Advisor Solutions LLC204,833$5.5M0.18%Share
25AMERICAN FINANCIAL & TAX STRATEGIES INC200,845$5.4M2.69%Share
26Townsend Financial Planning, LLC168,246$4.5M4.53%Share
27Physician Wealth Advisors, Inc.160,236$4.3M0.60%Share
28RFG Advisory, LLC152,564$4.1M0.08%Share
29OSAIC HOLDINGS, INC.157,097$4.0M0.01%Share
30Essential Planning, LLC.133,781$3.6M1.15%Share
31Financial Engines Advisors L.L.C.132,762$3.6M0.01%Share
32AE Wealth Management LLC129,274$3.5M0.02%Share
33Opes Wealth Management LLC128,685$3.5M0.56%Share
34SigFig Wealth Management, LLC116,074$3.1M0.09%Share
35Independent Solutions Wealth Management, LLC112,887$3.0M0.56%Share
36Prospect Financial Group LLC112,737$3.0M2.82%Share
37Steward Partners Investment Advisory, LLC116,954$3.0M0.02%Share
38RAYMOND JAMES FINANCIAL INC116,329$3.0M0.00%Share
39HighTower Advisors, LLC147,024$3.0M0.00%Share
40AE Wealth Management LLC111,178$3.0M0.02%Share
41PARK AVENUE SECURITIES LLC100,119$2.7M0.02%Share
42AE Wealth Management LLC89,880$2.4M0.01%Share
43SACHEM HILL LLC88,839$2.4M0.46%Share
44Livet Wealth, LLC82,409$2.2M1.36%Share
45UBS Group AG77,827$2.1M0.00%Share
46LODESTAR PRIVATE ASSET MANAGEMENT LLC76,579$2.1M0.21%Share
47Diversify Advisory Services, LLC72,313$2.0M0.06%Share
48AGF MANAGEMENT LTD105,289$2.0M0.01%Share
49AGF MANAGEMENT LTD105,273$2.0M0.01%Share
50PNC FINANCIAL SERVICES GROUP, INC.78,131$2.0M0.00%Share

FREL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025212$483.5M+87
Q3 2025125$272.2B-67
Q2 2025192$355.3B-5
Q1 2025197$471.0B+20
Q4 2024177$38.6T+34
Q3 2024143$104.2T-2
Q2 2024145$78.9T+1
Q1 2024144$79.9T—

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As of Q4 2025, 50 institutional investors hold FREL (FIDELITY MSCI REAL ESTATE INDEX ETF). The largest holder is Lido Advisors, LLC with $36.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FREL?

As of Q4 2025, 50 institutional investors report holding FREL (FIDELITY MSCI REAL ESTATE INDEX ETF) in their 13F filings.

Who is the largest institutional holder of FREL?

The largest institutional holder of FREL is Lido Advisors, LLC with $36.0M in shares.

Is institutional ownership of FREL increasing or decreasing?

This quarter, 15 institutions opened new positions in FREL and 1 closed their positions.