Fidelity Adv Real Est Inc. Class ZFIKMX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$11.71avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Fidelity Adv Real Est Inc. Class Z (FIKMX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Motco ($1.8M) and RiverFront Investment Group, LLC ($139K).
- Company
- Fidelity Adv Real Est Inc. Class Z
- CUSIP
- 316389311
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $139K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 11,913 shares bought and 1,872 shares sold, net +10,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Motco | 0.11% | Reduce -1.2% | 157,083 | $1.8M |
| RiverFront Investment Group, LLC | 0.00% | New | 11,913 | $139K |
"% of holder's portfolio" is FIKMX's weight in each manager's 13F, not the share of Fidelity Adv Real Est Inc. Class Z the manager owns.