Fidelity Real Estate InvestFPROETF

13F holders, Q1 2025 (March 31)
7holders
0new positions
0sold out
1famous investor
$22.96avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Fidelity Real Estate Invest (FPRO) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were AE Wealth Management LLC ($836K), Rwa Wealth Partners, LLC ($457K) and Commonwealth Equity Services, LLC ($421K). 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

051015 Q1 2024: 6Q1 2024Q2 2024: 5Q2 2024Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 7Q1 2025Q2 2025: 13Q2 2025Q3 2025: 9Q3 2025Q4 2025: 8Q4 2025Q1 2026: 7Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 9,898 shares bought and 8,849 shares sold, net +1,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

AE Wealth Management LLC 0.01% Add +24.5% 36,424 $836K
Rwa Wealth Partners, LLC 0.01% No change 19,910 $457K
Commonwealth Equity Services, LLC 0.00% Reduce -10.6% 18,335 $421K
Citadel Advisors 0.00% Reduce -31.7% 14,383 $330K
UBS Group AG 0.00% Add +736.0% 3,110 $71K
Osaic Holdings, Inc. 0.00% No change 155 $4K
Morgan Stanley 0.00% No change 1 $43

"% of holder's portfolio" is FPRO's weight in each manager's 13F, not the share of Fidelity Real Estate Invest the manager owns.