Fidelity Real Estate InvestFPROETF
13F holders, Q3 2024 (September 30)6holders +1
2new positions
1sold out
1famous investor
$24.22avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were AE Wealth Management LLC ($521K), Rwa Wealth Partners, LLC ($482K) and Citadel Advisors ($371K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Real Estate Invest
- CUSIP
- 316092311
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $845K |
| Exits | 1 | $624 |
All 13F filers, Q2 2024 → Q3 2024: 35,089 shares bought and 7,151 shares sold, net +27,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| AE Wealth Management LLC | 0.00% | New | 21,514 | $521K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 19,910 | $482K |
| Citadel Advisors | 0.00% | Reduce -31.7% | 15,326 | $371K |
| Commonwealth Equity Services, LLC | 0.00% | New | 13,393 | $324K |
| Royal Bank of Canada | 0.00% | Add +3640.0% | 187 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 115 | $3K |
"% of holder's portfolio" is FPRO's weight in each manager's 13F, not the share of Fidelity Real Estate Invest the manager owns.