Fidelity Real Estate InvestFPROETF
13F holders, Q4 2024 (December 31)7holders +1
2new positions
1sold out
1famous investor
$22.31avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were AE Wealth Management LLC ($653K), Citadel Advisors ($470K) and Commonwealth Equity Services, LLC ($457K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8K |
| Exits | 1 | $5K |
All 13F filers, Q3 2024 → Q4 2024: 21,011 shares bought and 187 shares sold, net +20,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| AE Wealth Management LLC | 0.01% | Add +36.0% | 29,264 | $653K |
| Citadel Advisors | 0.00% | Add +37.5% | 21,068 | $470K |
| Commonwealth Equity Services, LLC | 0.00% | Add +53.1% | 20,499 | $457K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 19,910 | $444K |
| UBS Group AG | 0.00% | New | 372 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +34.8% | 155 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is FPRO's weight in each manager's 13F, not the share of Fidelity Real Estate Invest the manager owns.